Federated Hermes’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$906K Buy
3,356
+4
+0.1% +$1.08K ﹤0.01% 1167
2025
Q1
$669K Buy
3,352
+425
+15% +$84.9K ﹤0.01% 1223
2024
Q4
$811K Sell
2,927
-133
-4% -$36.9K ﹤0.01% 1172
2024
Q3
$775K Buy
3,060
+24
+0.8% +$6.08K ﹤0.01% 1206
2024
Q2
$633K Sell
3,036
-641
-17% -$134K ﹤0.01% 1252
2024
Q1
$708K Sell
3,677
-209
-5% -$40.3K ﹤0.01% 1247
2023
Q4
$665K Sell
3,886
-479
-11% -$81.9K ﹤0.01% 1271
2023
Q3
$602K Sell
4,365
-846
-16% -$117K ﹤0.01% 1283
2023
Q2
$644K Sell
5,211
-159
-3% -$19.7K ﹤0.01% 1282
2023
Q1
$620K Buy
5,370
+390
+8% +$45K ﹤0.01% 1339
2022
Q4
$543K Sell
4,980
-62,706
-93% -$6.84M ﹤0.01% 1345
2022
Q3
$5.57M Buy
67,686
+3,734
+6% +$307K 0.02% 653
2022
Q2
$5.99M Buy
63,952
+152
+0.2% +$14.2K 0.02% 655
2022
Q1
$7.1M Buy
63,800
+86
+0.1% +$9.57K 0.02% 693
2021
Q4
$8.66M Sell
63,714
-343
-0.5% -$46.6K 0.02% 678
2021
Q3
$8.56M Sell
64,057
-664
-1% -$88.8K 0.02% 692
2021
Q2
$9.11M Buy
64,721
+55,439
+597% +$7.8M 0.02% 691
2021
Q1
$1.22M Buy
9,282
+481
+5% +$63.4K ﹤0.01% 1292
2020
Q4
$965K Sell
8,801
-721
-8% -$79.1K ﹤0.01% 1338
2020
Q3
$623K Sell
9,522
-1,053
-10% -$68.9K ﹤0.01% 1414
2020
Q2
$623K Sell
10,575
-233
-2% -$13.7K ﹤0.01% 1414
2020
Q1
$498K Sell
10,808
-1,132
-9% -$52.2K ﹤0.01% 1379
2019
Q4
$893K Sell
11,940
-1,015
-8% -$75.9K ﹤0.01% 1297
2019
Q3
$1.04M Sell
12,955
-73,552
-85% -$5.89M ﹤0.01% 1257
2019
Q2
$7.66M Sell
86,507
-3,768
-4% -$334K 0.02% 659
2019
Q1
$8.22M Sell
90,275
-21,123
-19% -$1.92M 0.02% 634
2018
Q4
$7.97M Sell
111,398
-77,766
-41% -$5.57M 0.02% 579
2018
Q3
$19M Sell
189,164
-27,874
-13% -$2.8M 0.04% 368
2018
Q2
$22.9M Sell
217,038
-6,765
-3% -$713K 0.07% 224
2018
Q1
$19.5M Buy
223,803
+185,256
+481% +$16.2M 0.06% 252
2017
Q4
$3.47M Buy
38,547
+31,065
+415% +$2.8M 0.01% 729
2017
Q3
$600K Sell
7,482
-33,320
-82% -$2.67M ﹤0.01% 1318
2017
Q2
$2.88M Sell
40,802
-28,803
-41% -$2.03M 0.01% 754
2017
Q1
$5.42M Buy
+69,605
New +$5.42M 0.02% 556
2014
Q2
Sell
-6,786
Closed -$375K 1969
2014
Q1
$375K Sell
6,786
-2,447
-27% -$135K ﹤0.01% 1405
2013
Q4
$552K Buy
+9,233
New +$552K ﹤0.01% 1316