DWA
EVR icon

Dorsey Wright & Associates’s Evercore EVR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$414K Sell
1,534
-33,393
-96% -$9.01M 0.1% 109
2025
Q1
$6.98M Sell
34,927
-8,895
-20% -$1.78M 1.78% 10
2024
Q4
$12.1M Buy
43,822
+599
+1% +$166K 2.9% 3
2024
Q3
$11M Buy
43,223
+13,707
+46% +$3.47M 2.59% 3
2024
Q2
$6.15M Buy
29,516
+375
+1% +$78.2K 1.6% 12
2024
Q1
$5.61M Buy
+29,141
New +$5.61M 1.46% 14
2021
Q3
Sell
-17,820
Closed -$2.51M 296
2021
Q2
$2.51M Buy
17,820
+233
+1% +$32.8K 0.53% 90
2021
Q1
$2.32K Sell
17,587
-805
-4% -$106 0.03% 240
2020
Q4
$2.02M Buy
+18,392
New +$2.02M 0.3% 100