EFG Asset Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14M | Buy |
15,335
+2,226
| +17% | +$601K | 0.59% | 70 |
|
|
2025
Q1 | $2.62M | Sell |
13,109
-2,380
| -15% | -$475K | 0.43% | 91 |
|
|
2024
Q4 | $4.29M | Buy |
15,489
+4,425
| +40% | +$1.23M | 0.59% | 50 |
|
|
2024
Q3 | $2.8M | Sell |
11,064
-44
| -0.4% | -$11.1K | 0.47% | 83 |
|
|
2024
Q2 | $2.31M | Buy |
11,108
+53
| +0.5% | +$11K | 0.4% | 94 |
|
|
2024
Q1 | $2.13M | Sell |
11,055
-784
| -7% | -$151K | 0.37% | 111 |
|
|
2023
Q4 | $2.02M | Buy |
11,839
+398
| +3% | +$68.1K | 0.38% | 101 |
|
|
2023
Q3 | $1.58M | Sell |
11,441
-2,879
| -20% | -$397K | 0.37% | 93 |
|
|
2023
Q2 | $1.77M | Buy |
14,320
+6,390
| +81% | +$790K | 0.38% | 88 |
|
|
2023
Q1 | $915K | Sell |
7,930
-444
| -5% | -$51.3K | 0.2% | 156 |
|
|
2022
Q4 | $927K | Sell |
8,374
-282
| -3% | -$31.2K | 0.21% | 159 |
|
|
2022
Q3 | $712K | Sell |
8,656
-651
| -7% | -$53.5K | 0.16% | 164 |
|
|
2022
Q2 | $871K | Sell |
9,307
-10,872
| -54% | -$1.02M | 0.18% | 156 |
|
|
2022
Q1 | $2.25M | Sell |
20,179
-3,906
| -16% | -$435K | 0.34% | 97 |
|
|
2021
Q4 | $3.27M | Buy |
+24,085
| New | +$3.27M | 0.43% | 67 |
|