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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Sell |
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|
2025
Q1 | $24.6M | Buy |
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|
2024
Q4 | $27.9M | Sell |
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|
2024
Q3 | $30.6M | Buy |
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|
2024
Q2 | $22.3M | Sell |
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|
2024
Q1 | $24.2M | Buy |
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|
2023
Q4 | $19.2M | Buy |
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|
2023
Q3 | $11.2M | Buy |
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|
2023
Q2 | $8.26M | Sell |
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|
2023
Q1 | $7.34M | Buy |
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|
2022
Q4 | $7M | Sell |
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|
2022
Q3 | $7.7M | Sell |
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|
2022
Q2 | $9.17M | Buy |
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|
2022
Q1 | $10.6M | Sell |
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|
2021
Q4 | $13.5M | Buy |
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|
2021
Q3 | $12.4M | Buy |
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|
2021
Q2 | $13M | Sell |
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|
2021
Q1 | $13.3M | Buy |
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|
2020
Q4 | $10M | Buy |
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|
2020
Q3 | $5.22M | Buy |
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|
2020
Q2 | $4.16M | Buy |
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|
2020
Q1 | $3M | Sell |
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|
2019
Q4 | $8.65M | Buy |
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|
2019
Q3 | $5.94M | Sell |
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|
2019
Q2 | $7.01M | Sell |
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|
2019
Q1 | $7.63M | Buy |
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|
2018
Q4 | $4.9M | Buy |
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|
2018
Q3 | $986K | Sell |
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|
2018
Q2 | $1.84M | Buy |
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|
2018
Q1 | $598K | Sell |
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|
2017
Q4 | $2.18M | Buy |
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|
2017
Q3 | $1.92M | Buy |
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|
2017
Q2 | $1.52M | Buy |
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|
2017
Q1 | $554K | Buy |
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|
2016
Q4 | $456K | Buy |
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|
2016
Q3 | $335K | Buy |
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|
2016
Q2 | $254K | Buy |
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|
2016
Q1 | $257K | Buy |
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|
2015
Q4 | $183K | Buy |
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|
2015
Q3 | $92K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $24K | Buy |
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|
2014
Q3 | $2K | Hold |
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|
2014
Q2 | $2K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $2K | Buy |
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