Dimensional Fund Advisors’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 | $169M | Buy |
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|
2025
Q1 | $112M | Buy |
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|
2024
Q4 | $132M | Sell |
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|
2024
Q3 | $150M | Sell |
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|
2024
Q2 | $166M | Sell |
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|
2024
Q1 | $160M | Sell |
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|
2023
Q4 | $147M | Sell |
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|
2023
Q3 | $124M | Buy |
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|
2023
Q2 | $109M | Sell |
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|
2023
Q1 | $102M | Buy |
|
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|
2022
Q4 | $94.8K | Buy |
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|
2022
Q3 | $71.2M | Buy |
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|
2022
Q2 | $81M | Sell |
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|
2022
Q1 | $96.8M | Buy |
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|
2021
Q4 | $118M | Sell |
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|
2021
Q3 | $120M | Buy |
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|
2021
Q2 | $125M | Sell |
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|
2021
Q1 | $125M | Sell |
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|
2020
Q4 | $105M | Buy |
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|
2020
Q3 | $62.6M | Sell |
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|
2020
Q2 | $56.8M | Buy |
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|
2020
Q1 | $41.6M | Sell |
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|
2019
Q4 | $67.9M | Sell |
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|
2019
Q3 | $73.1M | Sell |
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|
2019
Q2 | $83.3M | Sell |
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|
2019
Q1 | $86.6M | Buy |
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|
2018
Q4 | $63.9M | Buy |
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|
2018
Q3 | $85.6M | Sell |
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|
2018
Q2 | $96.9M | Sell |
|
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|
2018
Q1 | $95.5M | Sell |
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|
2017
Q4 | $99.6M | Buy |
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|
2017
Q3 | $88.5M | Buy |
|
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|
2017
Q2 | $77.3M | Buy |
|
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|
2017
Q1 | $80.5M | Buy |
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|
2016
Q4 | $63.4M | Sell |
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|
2016
Q3 | $47.7M | Buy |
|
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|
2016
Q2 | $40.1M | Buy |
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|
2016
Q1 | $46.1M | Buy |
|
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|
2015
Q4 | $43.8M | Buy |
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|
2015
Q3 | $37.5M | Buy |
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|
2015
Q2 | $38.5M | Buy |
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|
2015
Q1 | $35.6M | Buy |
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|
2014
Q4 | $33.4M | Buy |
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|
2014
Q3 | $27.3M | Buy |
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|
2014
Q2 | $33.2M | Buy |
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|
2014
Q1 | $28.6M | Buy |
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|
2013
Q4 | $27.3M | Buy |
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|
2013
Q3 | $21.2M | Sell |
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|
2013
Q2 | $18.9M | Buy |
|