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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
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|
2025
Q1 | $7.95M | Sell |
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|
2024
Q4 | $11.1M | Sell |
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|
2024
Q3 | $11.3M | Buy |
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|
2024
Q2 | $9.1M | Buy |
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|
2024
Q1 | $871K | Buy |
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|
2023
Q4 | $671K | Buy |
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|
2023
Q3 | $465K | Buy |
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|
2023
Q2 | $259K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $434K | Buy |
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|
2021
Q2 | $359K | Sell |
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|
2021
Q1 | $411K | Sell |
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|
2020
Q4 | $351K | Buy |
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|
2020
Q3 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $215K | Sell |
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|
2019
Q3 | $233K | Buy |
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|
2019
Q2 | $234K | Buy |
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|
2019
Q1 | $81K | Buy |
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|
2018
Q4 | $38K | Buy |
|