Everence Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
+880
| New | +$238K | 0.02% | 679 |
|
|
2025
Q1 | – | Sell |
-940
| Closed | -$261K | – | 801 |
|
|
2024
Q4 | $261K | Buy |
+940
| New | +$261K | 0.02% | 648 |
|
|
2018
Q1 | – | Sell |
-2,760
| Closed | -$248K | – | 427 |
|
|
2017
Q4 | $248K | Hold |
2,760
| – | – | 0.05% | 353 |
|
|
2017
Q3 | $221K | Buy |
+2,760
| New | +$221K | 0.05% | 341 |
|
|
2017
Q2 | – | Sell |
-2,760
| Closed | -$215K | – | 376 |
|
|
2017
Q1 | $215K | Buy |
+2,760
| New | +$215K | 0.06% | 330 |
|