Cramer Rosenthal McGlynn’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.9M | Buy |
132,847
+40,083
| +43% | +$10.8M | 2.47% | 8 |
|
|
2025
Q1 | $18.5M | Buy |
92,764
+17,048
| +23% | +$3.4M | 1.33% | 33 |
|
|
2024
Q4 | $21M | Buy |
75,716
+6,271
| +9% | +$1.74M | 1.19% | 36 |
|
|
2024
Q3 | $17.6M | Sell |
69,445
-38,314
| -36% | -$9.71M | 0.98% | 46 |
|
|
2024
Q2 | $22.5M | Buy |
107,759
+9,346
| +9% | +$1.95M | 1.32% | 31 |
|
|
2024
Q1 | $19M | Buy |
98,413
+18,966
| +24% | +$3.65M | 1.03% | 47 |
|
|
2023
Q4 | $13.6M | Buy |
+79,447
| New | +$13.6M | 0.74% | 56 |
|
|
2018
Q2 | – | Sell |
-200,897
| Closed | -$17.5M | – | 142 |
|
|
2018
Q1 | $17.5M | Sell |
200,897
-52,316
| -21% | -$4.56M | 0.29% | 104 |
|
|
2017
Q4 | $22.8M | Buy |
+253,213
| New | +$22.8M | 0.37% | 95 |
|
|
2014
Q3 | – | Sell |
-370,675
| Closed | -$21.4M | – | 247 |
|
|
2014
Q2 | $21.4M | Buy |
370,675
+4,565
| +1% | +$263K | 0.17% | 142 |
|
|
2014
Q1 | $20.2M | Sell |
366,110
-175,874
| -32% | -$9.72M | 0.15% | 147 |
|
|
2013
Q4 | $32.4M | Sell |
541,984
-25,505
| -4% | -$1.52M | 0.23% | 123 |
|
|
2013
Q3 | $27.9M | Sell |
567,489
-215,308
| -28% | -$10.6M | 0.21% | 121 |
|
|
2013
Q2 | $30.7M | Buy |
+782,797
| New | +$30.7M | 0.23% | 122 |
|