Envestnet Asset Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.9M | Buy |
66,536
+1,241
| +2% | +$406K | 0.01% | 1354 |
|
|
2025
Q4 | $22.2M | Sell |
65,295
-4,026
| -6% | -$1.29M | 0.01% | 1139 |
|
|
2025
Q3 | $23.4M | Buy |
69,321
+11,405
| +20% | +$3.57M | 0.01% | 1169 |
|
|
2025
Q2 | $15.6M | Sell |
57,916
-65,376
| -53% | -$14.4M | ﹤0.01% | 1410 |
|
|
2025
Q1 | $24.6M | Buy |
123,292
+22,479
| +22% | +$5.6M | 0.01% | 1067 |
|
|
2024
Q4 | $27.9M | Sell |
100,813
-19,870
| -16% | -$5.63M | 0.01% | 990 |
|
|
2024
Q3 | $30.6M | Buy |
120,683
+13,780
| +13% | +$3.28M | 0.01% | 957 |
|
|
2024
Q2 | $22.3M | Sell |
106,903
-18,532
| -15% | -$3.61M | 0.01% | 1067 |
|
|
2024
Q1 | $24.2M | Buy |
125,435
+13,082
| +12% | +$2.37M | 0.01% | 1004 |
|
|
2023
Q4 | $19.2M | Buy |
112,353
+31,000
| +38% | +$4.49M | 0.01% | 1058 |
|
|
2023
Q3 | $11.2M | Buy |
81,353
+14,534
| +22% | +$1.97M | 0.01% | 1297 |
|
|
2023
Q2 | $8.26M | Sell |
66,819
-214,495
| -76% | -$24.7M | ﹤0.01% | 1409 |
|
|
2023
Q1 | $7.34M | Buy |
281,314
+217,174
| +339% | +$27M | ﹤0.01% | 1421 |
|
|
2022
Q4 | $7M | Sell |
64,140
-29,520
| -32% | -$3.08M | ﹤0.01% | 1404 |
|
|
2022
Q3 | $7.7M | Sell |
93,660
-4,278
| -4% | -$405K | ﹤0.01% | 1269 |
|
|
2022
Q2 | $9.17M | Buy |
97,938
+2,969
| +3% | +$316K | 0.01% | 1185 |
|
|
2022
Q1 | $10.6M | Sell |
94,969
-4,359
| -4% | -$536K | 0.01% | 1172 |
|
|
2021
Q4 | $13.5M | Buy |
99,328
+6,611
| +7% | +$964K | 0.01% | 1031 |
|
|
2021
Q3 | $12.4M | Buy |
92,717
+371
| +0.4% | +$50.4K | 0.01% | 1023 |
|
|
2021
Q2 | $13M | Sell |
92,346
-8,375
| -8% | -$1.17M | 0.01% | 989 |
|
|
2021
Q1 | $13.3M | Buy |
100,721
+9,492
| +10% | +$1.16M | 0.01% | 886 |
|
|
2020
Q4 | $10M | Buy |
91,229
+11,534
| +14% | +$1.03M | 0.01% | 915 |
|
|
2020
Q3 | $5.22M | Buy |
79,695
+9,041
| +13% | +$549K | ﹤0.01% | 1146 |
|
|
2020
Q2 | $4.16M | Buy |
70,654
+5,613
| +9% | +$305K | ﹤0.01% | 1219 |
|
|
2020
Q1 | $3M | Sell |
65,041
-50,641
| -44% | -$3.39M | ﹤0.01% | 1233 |
|
|
2019
Q4 | $8.65M | Buy |
115,682
+41,521
| +56% | +$3.16M | 0.01% | 860 |
|
|
2019
Q3 | $5.94M | Sell |
74,161
-5,006
| -6% | -$415K | 0.01% | 982 |
|
|
2019
Q2 | $7.01M | Sell |
79,167
-4,634
| -6% | -$412K | 0.01% | 879 |
|
|
2019
Q1 | $7.63M | Buy |
83,801
+15,305
| +22% | +$1.34M | 0.01% | 807 |
|
|
2018
Q4 | $4.9M | Buy |
68,496
+58,692
| +599% | +$4.82M | 0.01% | 893 |
|
|
2018
Q3 | $986K | Sell |
9,804
-7,606
| -44% | -$820K | ﹤0.01% | 743 |
|
|
2018
Q2 | $1.84M | Buy |
17,410
+10,725
| +160% | +$1.11M | ﹤0.01% | 837 |
|
|
2018
Q1 | $598K | Sell |
6,685
-17,503
| -72% | -$1.65M | ﹤0.01% | 1137 |
|
|
2017
Q4 | $2.18M | Buy |
24,188
+305
| +1% | +$25.4K | ﹤0.01% | 913 |
|
|
2017
Q3 | $1.92M | Buy |
23,883
+2,213
| +10% | +$166K | ﹤0.01% | 924 |
|
|
2017
Q2 | $1.52M | Buy |
21,670
+14,540
| +204% | +$1.06M | ﹤0.01% | 1033 |
|
|
2017
Q1 | $554K | Buy |
7,130
+489
| +7% | +$38K | ﹤0.01% | 1465 |
|
|
2016
Q4 | $456K | Buy |
6,641
+135
| +2% | +$8.3K | ﹤0.01% | 1545 |
|
|
2016
Q3 | $335K | Buy |
6,506
+757
| +13% | +$38.1K | ﹤0.01% | 1776 |
|
|
2016
Q2 | $254K | Buy |
5,749
+788
| +16% | +$39.2K | ﹤0.01% | 1959 |
|
|
2016
Q1 | $257K | Buy |
4,961
+1,578
| +47% | +$75.4K | ﹤0.01% | 1938 |
|
|
2015
Q4 | $183K | Buy |
3,383
+1,545
| +84% | +$83.4K | ﹤0.01% | 2070 |
|
|
2015
Q3 | $92K | Buy |
+1,838
| New | +$101K | ﹤0.01% | 2383 |
|
|
2015
Q1 | – | Sell |
-455
| Closed | -$24K | – | 2143 |
|
|
2014
Q4 | $24K | Buy |
455
+414
| +1,010% | +$20.7K | ﹤0.01% | 1674 |
|
|
2014
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 2502 |
|
|
2014
Q2 | $2K | Buy |
+41
| New | +$2.25K | ﹤0.01% | 2494 |
|
|
2014
Q1 | – | Sell |
-33
| Closed | -$2K | – | 2574 |
|
|
2013
Q4 | $2K | Buy |
+33
| New | +$1.76K | ﹤0.01% | 2229 |
|
Other funds holding EVR
VPM
VCM
