Epoch Investment Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Sell |
56,722
-80,337
| -59% | -$21.7M | 0.08% | 190 |
|
|
2025
Q1 | $27.4M | Buy |
137,059
+76,408
| +126% | +$15.3M | 0.14% | 173 |
|
|
2024
Q4 | $16.8M | Sell |
60,651
-210,314
| -78% | -$58.3M | 0.08% | 184 |
|
|
2024
Q3 | $68.6M | Buy |
270,965
+9,116
| +3% | +$2.31M | 0.31% | 127 |
|
|
2024
Q2 | $54.6M | Buy |
261,849
+8,421
| +3% | +$1.76M | 0.25% | 143 |
|
|
2024
Q1 | $48.8M | Sell |
253,428
-101,037
| -29% | -$19.5M | 0.22% | 168 |
|
|
2023
Q4 | $60.6M | Buy |
354,465
+74,317
| +27% | +$12.7M | 0.28% | 138 |
|
|
2023
Q3 | $38.6M | Buy |
280,148
+86,909
| +45% | +$12M | 0.25% | 138 |
|
|
2023
Q2 | $23.9M | Buy |
193,239
+88,378
| +84% | +$10.9M | 0.14% | 192 |
|
|
2023
Q1 | $12.1M | Buy |
104,861
+2,668
| +3% | +$308K | 0.07% | 249 |
|
|
2022
Q4 | $11.1M | Sell |
102,193
-4,767
| -4% | -$520K | 0.07% | 263 |
|
|
2022
Q3 | $8.8M | Sell |
106,960
-1,951
| -2% | -$160K | 0.06% | 267 |
|
|
2022
Q2 | $10.2M | Buy |
108,911
+68,406
| +169% | +$6.4M | 0.06% | 256 |
|
|
2022
Q1 | $4.51M | Buy |
+40,505
| New | +$4.51M | 0.02% | 314 |
|