Cookson Peirce & Co’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.1M | Sell |
57,450
-836
| -1% | -$274K | 0.73% | 45 |
|
|
2025
Q4 | $19.8M | Sell |
58,286
-1,008
| -2% | -$324K | 0.82% | 37 |
|
|
2025
Q3 | $20M | Buy |
59,294
+58,319
| +5,981% | +$18.3M | 0.82% | 39 |
|
|
2025
Q2 | $263K | Sell |
975
-547
| -36% | -$120K | 0.01% | 250 |
|
|
2025
Q1 | $304K | Sell |
1,522
-134,916
| -99% | -$33.6M | 0.02% | 234 |
|
|
2024
Q4 | $37.8M | Sell |
136,438
-669
| -0.5% | -$190K | 1.71% | 19 |
|
|
2024
Q3 | $34.7M | Sell |
137,107
-202
| -0.1% | -$48.1K | 1.63% | 18 |
|
|
2024
Q2 | $28.6M | Buy |
137,309
+18,804
| +16% | +$3.66M | 1.38% | 25 |
|
|
2024
Q1 | $22.8M | Buy |
118,505
+593
| +0.5% | +$107K | 1.22% | 30 |
|
|
2023
Q4 | $20.2M | Buy |
+117,912
| New | +$17.1M | 1.22% | 32 |
|
|
2023
Q1 | – | Sell |
-10,318
| Closed | -$1.13M | – | 226 |
|
|
2022
Q4 | $1.13M | Buy |
+10,318
| New | +$1.08M | 0.07% | 98 |
|
|
2022
Q1 | – | Sell |
-66,302
| Closed | -$9.01M | – | 217 |
|
|
2021
Q4 | $9.01M | Buy |
66,302
+7,057
| +12% | +$1.03M | 0.5% | 67 |
|
|
2021
Q3 | $7.92M | Sell |
59,245
-17,179
| -22% | -$2.33M | 0.48% | 65 |
|
|
2021
Q2 | $10.8M | Buy |
76,424
+62,285
| +441% | +$8.71M | 0.67% | 50 |
|
|
2021
Q1 | $1.86M | Buy |
14,139
+2,942
| +26% | +$359K | 0.12% | 86 |
|
|
2020
Q4 | $1.23M | Buy |
+11,197
| New | +$997K | 0.08% | 94 |
|
|
2018
Q4 | – | Sell |
-9,250
| Closed | -$930K | – | 152 |
|
|
2018
Q3 | $930K | Sell |
9,250
-2,010
| -18% | -$217K | 0.07% | 80 |
|
|
2018
Q2 | $1.19M | Buy |
+11,260
| New | +$1.16M | 0.11% | 81 |
|
Other funds holding EVR
VPM
VCM
