Cresset Asset Management’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 | $12.2M | Buy |
40,780
+70
| +0.2% | +$22.9K | 0.05% | 217 |
|
|
2025
Q4 | $13.9M | Sell |
40,710
-70
| -0.2% | -$22.5K | 0.06% | 200 |
|
|
2025
Q3 | $13.8M | Buy |
40,780
+180
| +0.4% | +$56.4K | 0.06% | 191 |
|
|
2025
Q2 | $11M | Buy |
40,600
+799
| +2% | +$176K | 0.05% | 203 |
|
|
2025
Q1 | $7.95M | Sell |
39,801
-257
| -0.6% | -$64K | 0.04% | 263 |
|
|
2024
Q4 | $11.1M | Sell |
40,058
-4,509
| -10% | -$1.28M | 0.05% | 209 |
|
|
2024
Q3 | $11.3M | Buy |
44,567
+919
| +2% | +$219K | 0.04% | 276 |
|
|
2024
Q2 | $9.1M | Buy |
43,648
+39,128
| +866% | +$7.61M | 0.04% | 304 |
|
|
2024
Q1 | $871K | Buy |
4,520
+596
| +15% | +$108K | ﹤0.01% | 1046 |
|
|
2023
Q4 | $671K | Buy |
3,924
+550
| +16% | +$79.6K | ﹤0.01% | 1072 |
|
|
2023
Q3 | $465K | Buy |
3,374
+1,276
| +61% | +$173K | ﹤0.01% | 1223 |
|
|
2023
Q2 | $259K | Buy |
+2,098
| New | +$241K | ﹤0.01% | 1594 |
|
|
2021
Q4 | – | Sell |
-3,243
| Closed | -$434K | – | 1176 |
|
|
2021
Q3 | $434K | Buy |
3,243
+698
| +27% | +$94.9K | 0.01% | 689 |
|
|
2021
Q2 | $359K | Sell |
2,545
-572
| -18% | -$80K | 0.01% | 688 |
|
|
2021
Q1 | $411K | Sell |
3,117
-88
| -3% | -$10.7K | 0.01% | 548 |
|
|
2020
Q4 | $351K | Buy |
3,205
+40
| +1% | +$3.56K | 0.01% | 510 |
|
|
2020
Q3 | $207K | Buy |
+3,165
| New | +$192K | ﹤0.01% | 637 |
|
|
2020
Q1 | – | Sell |
-2,873
| Closed | -$215K | – | 631 |
|
|
2019
Q4 | $215K | Sell |
2,873
-31
| -1% | -$2.36K | 0.01% | 539 |
|
|
2019
Q3 | $233K | Buy |
2,904
+257
| +10% | +$21.3K | 0.01% | 454 |
|
|
2019
Q2 | $234K | Buy |
2,647
+1,753
| +196% | +$156K | 0.01% | 396 |
|
|
2019
Q1 | $81K | Buy |
894
+359
| +67% | +$31.5K | ﹤0.01% | 620 |
|
|
2018
Q4 | $38K | Buy |
+535
| New | +$43.9K | ﹤0.01% | 570 |
|
Other funds holding EVR
VPM
VCM
