Dimensional Fund Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169M | Buy |
626,761
+65,797
| +12% | +$17.8M | 0.04% | 619 |
|
|
2025
Q1 | $112M | Buy |
560,964
+84,966
| +18% | +$17M | 0.03% | 881 |
|
|
2024
Q4 | $132M | Sell |
475,998
-115,876
| -20% | -$32.1M | 0.03% | 797 |
|
|
2024
Q3 | $150M | Sell |
591,874
-206,077
| -26% | -$52.2M | 0.04% | 699 |
|
|
2024
Q2 | $166M | Sell |
797,951
-34,681
| -4% | -$7.23M | 0.04% | 554 |
|
|
2024
Q1 | $160M | Sell |
832,632
-26,205
| -3% | -$5.05M | 0.04% | 580 |
|
|
2023
Q4 | $147M | Sell |
858,837
-39,545
| -4% | -$6.76M | 0.04% | 589 |
|
|
2023
Q3 | $124M | Buy |
898,382
+14,664
| +2% | +$2.02M | 0.04% | 643 |
|
|
2023
Q2 | $109M | Sell |
883,718
-3,603
| -0.4% | -$445K | 0.03% | 752 |
|
|
2023
Q1 | $102M | Buy |
887,321
+17,843
| +2% | +$2.06M | 0.03% | 773 |
|
|
2022
Q4 | $94.8K | Buy |
869,478
+3,628
| +0.4% | +$396 | 0.03% | 809 |
|
|
2022
Q3 | $71.2M | Buy |
865,850
+763
| +0.1% | +$62.8K | 0.03% | 944 |
|
|
2022
Q2 | $81M | Sell |
865,087
-4,458
| -0.5% | -$417K | 0.03% | 897 |
|
|
2022
Q1 | $96.8M | Buy |
869,545
+1,069
| +0.1% | +$119K | 0.03% | 874 |
|
|
2021
Q4 | $118M | Sell |
868,476
-29,809
| -3% | -$4.05M | 0.04% | 743 |
|
|
2021
Q3 | $120M | Buy |
898,285
+8,951
| +1% | +$1.2M | 0.04% | 683 |
|
|
2021
Q2 | $125M | Sell |
889,334
-56,484
| -6% | -$7.95M | 0.04% | 656 |
|
|
2021
Q1 | $125M | Sell |
945,818
-12,436
| -1% | -$1.64M | 0.04% | 633 |
|
|
2020
Q4 | $105M | Buy |
958,254
+1,823
| +0.2% | +$200K | 0.04% | 698 |
|
|
2020
Q3 | $62.6M | Sell |
956,431
-7,108
| -0.7% | -$465K | 0.03% | 990 |
|
|
2020
Q2 | $56.8M | Buy |
963,539
+60,353
| +7% | +$3.56M | 0.03% | 1099 |
|
|
2020
Q1 | $41.6M | Sell |
903,186
-5,567
| -0.6% | -$256K | 0.02% | 1186 |
|
|
2019
Q4 | $67.9M | Sell |
908,753
-3,429
| -0.4% | -$256K | 0.02% | 1119 |
|
|
2019
Q3 | $73.1M | Sell |
912,182
-28,366
| -3% | -$2.27M | 0.03% | 982 |
|
|
2019
Q2 | $83.3M | Sell |
940,548
-11,063
| -1% | -$980K | 0.03% | 874 |
|
|
2019
Q1 | $86.6M | Buy |
951,611
+58,997
| +7% | +$5.37M | 0.03% | 799 |
|
|
2018
Q4 | $63.9M | Buy |
892,614
+41,143
| +5% | +$2.94M | 0.03% | 972 |
|
|
2018
Q3 | $85.6M | Sell |
851,471
-67,071
| -7% | -$6.74M | 0.03% | 850 |
|
|
2018
Q2 | $96.9M | Sell |
918,542
-176,849
| -16% | -$18.6M | 0.04% | 684 |
|
|
2018
Q1 | $95.5M | Sell |
1,095,391
-11,795
| -1% | -$1.03M | 0.04% | 652 |
|
|
2017
Q4 | $99.6M | Buy |
1,107,186
+4,097
| +0.4% | +$369K | 0.04% | 626 |
|
|
2017
Q3 | $88.5M | Buy |
1,103,089
+6,727
| +0.6% | +$540K | 0.04% | 675 |
|
|
2017
Q2 | $77.3M | Buy |
1,096,362
+63,028
| +6% | +$4.44M | 0.04% | 739 |
|
|
2017
Q1 | $80.5M | Buy |
1,033,334
+111,083
| +12% | +$8.65M | 0.04% | 679 |
|
|
2016
Q4 | $63.4M | Sell |
922,251
-4,460
| -0.5% | -$306K | 0.03% | 867 |
|
|
2016
Q3 | $47.7M | Buy |
926,711
+18,300
| +2% | +$943K | 0.03% | 1083 |
|
|
2016
Q2 | $40.1M | Buy |
908,411
+16,754
| +2% | +$740K | 0.02% | 1203 |
|
|
2016
Q1 | $46.1M | Buy |
891,657
+82,114
| +10% | +$4.25M | 0.03% | 1020 |
|
|
2015
Q4 | $43.8M | Buy |
809,543
+64,112
| +9% | +$3.47M | 0.03% | 989 |
|
|
2015
Q3 | $37.5M | Buy |
745,431
+32,368
| +5% | +$1.63M | 0.02% | 1097 |
|
|
2015
Q2 | $38.5M | Buy |
713,063
+24,040
| +3% | +$1.3M | 0.02% | 1152 |
|
|
2015
Q1 | $35.6M | Buy |
689,023
+51,615
| +8% | +$2.67M | 0.02% | 1198 |
|
|
2014
Q4 | $33.4M | Buy |
637,408
+56,705
| +10% | +$2.97M | 0.02% | 1176 |
|
|
2014
Q3 | $27.3M | Buy |
580,703
+4,850
| +0.8% | +$228K | 0.02% | 1264 |
|
|
2014
Q2 | $33.2M | Buy |
575,853
+57,309
| +11% | +$3.3M | 0.02% | 1088 |
|
|
2014
Q1 | $28.6M | Buy |
518,544
+62,102
| +14% | +$3.43M | 0.02% | 1175 |
|
|
2013
Q4 | $27.3M | Buy |
456,442
+26,010
| +6% | +$1.55M | 0.02% | 1182 |
|
|
2013
Q3 | $21.2M | Sell |
430,432
-51,861
| -11% | -$2.55M | 0.02% | 1350 |
|
|
2013
Q2 | $18.9M | Buy |
+482,293
| New | +$18.9M | 0.02% | 1344 |
|