Ensign Peak 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 | $7.96M | Buy |
29,477
+383
| +1% | +$103K | 0.01% | 530 |
|
2025
Q1 | $5.81M | Buy |
29,094
+4,680
| +19% | +$935K | 0.01% | 596 |
|
2024
Q4 | $6.77M | Sell |
24,414
-4,613
| -16% | -$1.28M | 0.01% | 570 |
|
2024
Q3 | $7.35M | Sell |
29,027
-655
| -2% | -$166K | 0.01% | 531 |
|
2024
Q2 | $6.19M | Buy |
29,682
+9,060
| +44% | +$1.89M | 0.01% | 575 |
|
2024
Q1 | $3.97M | Sell |
20,622
-12,562
| -38% | -$2.42M | 0.01% | 696 |
|
2023
Q4 | $5.68M | Sell |
33,184
-8,619
| -21% | -$1.47M | 0.01% | 594 |
|
2023
Q3 | $5.76M | Sell |
41,803
-17,271
| -29% | -$2.38M | 0.01% | 528 |
|
2023
Q2 | $7.3M | Sell |
59,074
-1,430
| -2% | -$177K | 0.01% | 492 |
|
2023
Q1 | $6.98M | Sell |
60,504
-31,909
| -35% | -$3.68M | 0.02% | 484 |
|
2022
Q4 | $10.1M | Sell |
92,413
-40,926
| -31% | -$4.46M | 0.02% | 409 |
|
2022
Q3 | $11M | Buy |
133,339
+23,910
| +22% | +$1.97M | 0.03% | 363 |
|
2022
Q2 | $10.2M | Buy |
109,429
+26,015
| +31% | +$2.44M | 0.02% | 383 |
|
2022
Q1 | $9.29M | Buy |
83,414
+20,695
| +33% | +$2.3M | 0.02% | 436 |
|
2021
Q4 | $8.52M | Buy |
62,719
+16,825
| +37% | +$2.29M | 0.02% | 511 |
|
2021
Q3 | $6.13M | Sell |
45,894
-3,520
| -7% | -$470K | 0.01% | 571 |
|
2021
Q2 | $6.96M | Buy |
49,414
+5,005
| +11% | +$705K | 0.01% | 532 |
|
2021
Q1 | $5.85M | Buy |
44,409
+7,585
| +21% | +$999K | 0.01% | 569 |
|
2020
Q4 | $4.04M | Sell |
36,824
-11,705
| -24% | -$1.28M | 0.01% | 693 |
|
2020
Q3 | $3.18M | Sell |
48,529
-130,075
| -73% | -$8.52M | 0.01% | 758 |
|
2020
Q2 | $10.5M | Sell |
178,604
-127,870
| -42% | -$7.53M | 0.03% | 417 |
|
2020
Q1 | $14.1M | Buy |
306,474
+138,550
| +83% | +$6.38M | 0.05% | 288 |
|
2019
Q4 | $12.6M | Buy |
+167,924
| New | +$12.6M | 0.03% | 381 |
|