Cornerstone Investment Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
4,376
+53
| +1% | +$14.3K | 0.05% | 36 |
|
|
2025
Q1 | $863K | Buy |
4,323
+504
| +13% | +$101K | 0.04% | 38 |
|
|
2024
Q4 | $1.06M | Buy |
3,819
+104
| +3% | +$28.8K | 0.05% | 37 |
|
|
2024
Q3 | $941K | Sell |
3,715
-9,180
| -71% | -$2.33M | 0.05% | 37 |
|
|
2024
Q2 | $2.69M | Sell |
12,895
-520
| -4% | -$108K | 0.13% | 35 |
|
|
2024
Q1 | $2.58M | Buy |
13,415
+25
| +0.2% | +$4.82K | 0.13% | 35 |
|
|
2023
Q4 | $2.29M | Buy |
13,390
+452
| +3% | +$77.3K | 0.13% | 37 |
|
|
2023
Q3 | $1.78M | Buy |
12,938
+8,262
| +177% | +$1.14M | 0.11% | 38 |
|
|
2023
Q2 | $578K | Buy |
4,676
+22
| +0.5% | +$2.72K | 0.04% | 61 |
|
|
2023
Q1 | $537K | Sell |
4,654
-7
| -0.2% | -$808 | 0.04% | 68 |
|
|
2022
Q4 | $508K | Hold |
4,661
| – | – | 0.03% | 68 |
|
|
2022
Q3 | $383K | Buy |
4,661
+21
| +0.5% | +$1.73K | 0.03% | 74 |
|
|
2022
Q2 | $434K | Sell |
4,640
-16
| -0.3% | -$1.5K | 0.03% | 72 |
|
|
2022
Q1 | $518K | Sell |
4,656
-41
| -0.9% | -$4.56K | 0.03% | 70 |
|
|
2021
Q4 | $638K | Buy |
4,697
+1,785
| +61% | +$242K | 0.04% | 63 |
|
|
2021
Q3 | $389K | Buy |
+2,912
| New | +$389K | 0.02% | 79 |
|