Fidelity Investments’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 | $498M | Buy |
1,669,662
+413,420
| +33% | +$135M | 0.03% | 510 |
|
|
2025
Q4 | $427M | Buy |
1,256,242
+405,800
| +48% | +$130M | 0.02% | 572 |
|
|
2025
Q3 | $287M | Sell |
850,442
-11,608
| -1% | -$3.64M | 0.01% | 706 |
|
|
2025
Q2 | $233M | Buy |
862,050
+666,897
| +342% | +$147M | 0.01% | 763 |
|
|
2025
Q1 | $39M | Sell |
195,153
-839,061
| -81% | -$209M | ﹤0.01% | 1446 |
|
|
2024
Q4 | $287M | Buy |
1,034,214
+582,392
| +129% | +$165M | 0.02% | 675 |
|
|
2024
Q3 | $114M | Buy |
451,822
+378,999
| +520% | +$90.2M | 0.01% | 1049 |
|
|
2024
Q2 | $15.2M | Sell |
72,823
-4,943
| -6% | -$962K | ﹤0.01% | 1741 |
|
|
2024
Q1 | $15M | Buy |
77,766
+1,139
| +1% | +$206K | ﹤0.01% | 1755 |
|
|
2023
Q4 | $13.1M | Sell |
76,627
-9,528
| -11% | -$1.38M | ﹤0.01% | 1761 |
|
|
2023
Q3 | $11.9M | Buy |
86,155
+1,232
| +1% | +$167K | ﹤0.01% | 1776 |
|
|
2023
Q2 | $10.5M | Buy |
84,923
+66,270
| +355% | +$7.62M | ﹤0.01% | 1844 |
|
|
2023
Q1 | $2.15M | Buy |
18,653
+13,332
| +251% | +$1.66M | ﹤0.01% | 2348 |
|
|
2022
Q4 | $580K | Buy |
5,321
+72
| +1% | +$7.51K | ﹤0.01% | 2676 |
|
|
2022
Q3 | $432K | Buy |
5,249
+1,372
| +35% | +$130K | ﹤0.01% | 2818 |
|
|
2022
Q2 | $363K | Sell |
3,877
-21,005
| -84% | -$2.24M | ﹤0.01% | 2937 |
|
|
2022
Q1 | $2.77M | Buy |
24,882
+24,589
| +8,392% | +$3.02M | ﹤0.01% | 2522 |
|
|
2021
Q4 | $40K | Buy |
293
+21
| +8% | +$3.06K | ﹤0.01% | 3288 |
|
|
2021
Q3 | $36K | Buy |
272
+129
| +90% | +$17.5K | ﹤0.01% | 3288 |
|
|
2021
Q2 | $20K | Hold |
143
| – | – | ﹤0.01% | 3377 |
|
|
2021
Q1 | $19K | Sell |
143
-9
| -6% | -$1.1K | ﹤0.01% | 3257 |
|
|
2020
Q4 | $17K | Buy |
152
+65
| +75% | +$5.79K | ﹤0.01% | 3210 |
|
|
2020
Q3 | $6K | Hold |
87
| – | – | ﹤0.01% | 3275 |
|
|
2020
Q2 | $5K | Sell |
87
-194
| -69% | -$10.6K | ﹤0.01% | 3232 |
|
|
2020
Q1 | $13K | Sell |
281
-266
| -49% | -$17.8K | ﹤0.01% | 3052 |
|
|
2019
Q4 | $41K | Sell |
547
-90
| -14% | -$6.86K | ﹤0.01% | 2937 |
|
|
2019
Q3 | $51K | Buy |
637
+47
| +8% | +$3.9K | ﹤0.01% | 2862 |
|
|
2019
Q2 | $52K | Buy |
590
+126
| +27% | +$11.2K | ﹤0.01% | 2847 |
|
|
2019
Q1 | $42K | Buy |
464
+36
| +8% | +$3.16K | ﹤0.01% | 2815 |
|
|
2018
Q4 | $30K | Sell |
428
-25
| -6% | -$2.05K | ﹤0.01% | 2821 |
|
|
2018
Q3 | $46K | Buy |
+453
| New | +$48.8K | ﹤0.01% | 2841 |
|
|
2017
Q2 | – | Sell |
-110,200
| Closed | -$8.59M | – | 2632 |
|
|
2017
Q1 | $8.59M | Hold |
110,200
| – | – | ﹤0.01% | 2023 |
|
|
2016
Q4 | $7.57M | Buy |
110,200
+28,000
| +34% | +$1.72M | ﹤0.01% | 2060 |
|
|
2016
Q3 | $4.23M | Buy |
82,200
+40,700
| +98% | +$2.05M | ﹤0.01% | 2231 |
|
|
2016
Q2 | $1.83M | Buy |
+41,500
| New | +$2.07M | ﹤0.01% | 2398 |
|
|
2015
Q3 | – | Sell |
-308,660
| Closed | -$16.7M | – | 2734 |
|
|
2015
Q2 | $16.7M | Sell |
308,660
-20,000
| -6% | -$1.02M | ﹤0.01% | 1809 |
|
|
2015
Q1 | $17M | Sell |
328,660
-556,200
| -63% | -$28.3M | ﹤0.01% | 1789 |
|
|
2014
Q4 | $46.3M | Sell |
884,860
-390,100
| -31% | -$19.5M | 0.01% | 1354 |
|
|
2014
Q3 | $59.9M | Sell |
1,274,960
-1,183,800
| -48% | -$61.3M | 0.01% | 1217 |
|
|
2014
Q2 | $142M | Sell |
2,458,760
-246,200
| -9% | -$13.5M | 0.02% | 814 |
|
|
2014
Q1 | $149M | Sell |
2,704,960
-320,000
| -11% | -$18.3M | 0.02% | 771 |
|
|
2013
Q4 | $181M | Buy |
3,024,960
+497,500
| +20% | +$26.5M | 0.03% | 680 |
|
|
2013
Q3 | $124M | Buy |
2,527,460
+361,693
| +17% | +$16.6M | 0.02% | 850 |
|
|
2013
Q2 | $85.1M | Buy |
+2,165,767
| New | +$83.9M | 0.01% | 991 |
|
Other funds holding EVR
VPM
VCM
