CIBC Asset Management’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Hold |
1,193
| – | – | ﹤0.01% | 871 |
|
|
2025
Q1 | $238K | Buy |
1,193
+20
| +2% | +$3.99K | ﹤0.01% | 978 |
|
|
2024
Q4 | $325K | Buy |
1,173
+57
| +5% | +$15.8K | ﹤0.01% | 854 |
|
|
2024
Q3 | $283K | Buy |
1,116
+41
| +4% | +$10.4K | ﹤0.01% | 900 |
|
|
2024
Q2 | $224K | Buy |
+1,075
| New | +$224K | ﹤0.01% | 958 |
|
|
2022
Q1 | – | Sell |
-1,586
| Closed | -$215K | – | 1540 |
|
|
2021
Q4 | $215K | Sell |
1,586
-94
| -6% | -$12.7K | ﹤0.01% | 1349 |
|
|
2021
Q3 | $225K | Buy |
1,680
+176
| +12% | +$23.6K | ﹤0.01% | 1261 |
|
|
2021
Q2 | $212K | Buy |
+1,504
| New | +$212K | ﹤0.01% | 1250 |
|