Corient Private Wealth
EVR icon

Corient Private Wealth’s Evercore EVR Stock Holding History

Corient Private Wealth’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13M Sell
43,669
-10,488
-19% -$3.43M 0.02% 526
2025
Q4 		$7.11M Buy
54,157
+44,505
+461% +$14.3M ﹤0.01% 901
2025
Q3 		$3.26M Buy
9,652
+806
+9% +$253K 0.01% 866
2025
Q2 		$2.39M Sell
8,846
-490
-5% -$108K ﹤0.01% 958
2025
Q1 		$1.86M Buy
9,336
+355
+4% +$88.4K ﹤0.01% 1002
2024
Q4 		$2.49M Buy
8,981
+58
+0.7% +$16.4K ﹤0.01% 914
2024
Q3 		$2.26M Sell
8,923
-138
-2% -$32.8K ﹤0.01% 1041
2024
Q2 		$1.89M Buy
9,061
+837
+10% +$163K ﹤0.01% 1047
2024
Q1 		$1.58M Sell
8,224
-1,854
-18% -$335K ﹤0.01% 1136
2023
Q4 		$1.72M Buy
10,078
+4,549
+82% +$659K ﹤0.01% 1069
2023
Q3 		$762K Buy
5,529
+1,136
+26% +$154K ﹤0.01% 1283
2023
Q2 		$543K Sell
4,393
-734
-14% -$84.4K ﹤0.01% 1415
2023
Q1 		$592K Buy
5,127
+929
+22% +$115K ﹤0.01% 1304
2022
Q4 		$458K Buy
+4,198
New +$438K ﹤0.01% 1169

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