Empire Life Investments’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17.1M	Sell	63,264 -11,587	-15%	-$3.13M	1.09%	33
2025 Q1	$14.9M	Buy	+74,851	New	+$14.9M	0.97%	41