First Trust Advisors’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 | $7.95M | Sell |
26,644
-2,495
| -9% | -$817K | 0.01% | 1208 |
|
|
2025
Q4 | $9.91M | Buy |
29,139
+5,347
| +22% | +$1.72M | 0.01% | 1104 |
|
|
2025
Q3 | $8.03M | Sell |
23,792
-14,993
| -39% | -$4.7M | 0.01% | 1168 |
|
|
2025
Q2 | $10.5M | Buy |
38,785
+37,486
| +2,886% | +$8.24M | 0.01% | 1068 |
|
|
2025
Q1 | $259K | Sell |
1,299
-1,181
| -48% | -$294K | ﹤0.01% | 2405 |
|
|
2024
Q4 | $687K | Sell |
2,480
-5,669
| -70% | -$1.61M | ﹤0.01% | 2156 |
|
|
2024
Q3 | $2.06M | Sell |
8,149
-8,807
| -52% | -$2.1M | ﹤0.01% | 1765 |
|
|
2024
Q2 | $3.53M | Sell |
16,956
-12,680
| -43% | -$2.47M | ﹤0.01% | 1445 |
|
|
2024
Q1 | $5.71M | Sell |
29,636
-168,337
| -85% | -$30.5M | 0.01% | 1232 |
|
|
2023
Q4 | $33.9M | Sell |
197,973
-50,154
| -20% | -$7.26M | 0.04% | 545 |
|
|
2023
Q3 | $34.2M | Sell |
248,127
-33,323
| -12% | -$4.52M | 0.04% | 515 |
|
|
2023
Q2 | $34.8M | Sell |
281,450
-69,877
| -20% | -$8.04M | 0.04% | 537 |
|
|
2023
Q1 | $40.5M | Sell |
351,327
-42,463
| -11% | -$5.28M | 0.05% | 495 |
|
|
2022
Q4 | $43M | Buy |
393,790
+12,063
| +3% | +$1.26M | 0.05% | 479 |
|
|
2022
Q3 | $31.4M | Buy |
381,727
+11,101
| +3% | +$1.05M | 0.04% | 539 |
|
|
2022
Q2 | $34.7M | Buy |
370,626
+34,518
| +10% | +$3.68M | 0.04% | 530 |
|
|
2022
Q1 | $37.4M | Buy |
336,108
+80,495
| +31% | +$9.9M | 0.04% | 574 |
|
|
2021
Q4 | $34.7M | Buy |
255,613
+121,152
| +90% | +$17.7M | 0.03% | 606 |
|
|
2021
Q3 | $18M | Sell |
134,461
-32,929
| -20% | -$4.47M | 0.02% | 820 |
|
|
2021
Q2 | $23.6M | Buy |
167,390
+96,237
| +135% | +$13.5M | 0.03% | 707 |
|
|
2021
Q1 | $9.37M | Sell |
71,153
-107,216
| -60% | -$13.1M | 0.01% | 959 |
|
|
2020
Q4 | $19.6M | Sell |
178,369
-53,063
| -23% | -$4.72M | 0.03% | 626 |
|
|
2020
Q3 | $15.2M | Buy |
231,432
+29,244
| +14% | +$1.77M | 0.02% | 600 |
|
|
2020
Q2 | $11.9M | Buy |
202,188
+46,691
| +30% | +$2.54M | 0.02% | 680 |
|
|
2020
Q1 | $7.16M | Sell |
155,497
-135,403
| -47% | -$9.07M | 0.02% | 754 |
|
|
2019
Q4 | $21.7M | Buy |
290,900
+67,269
| +30% | +$5.13M | 0.04% | 589 |
|
|
2019
Q3 | $17.9M | Buy |
223,631
+47,855
| +27% | +$3.97M | 0.03% | 630 |
|
|
2019
Q2 | $15.6M | Buy |
175,776
+141,042
| +406% | +$12.6M | 0.03% | 631 |
|
|
2019
Q1 | $3.16M | Sell |
34,734
-61,724
| -64% | -$5.42M | 0.01% | 1300 |
|
|
2018
Q4 | $6.9M | Sell |
96,458
-83,638
| -46% | -$6.87M | 0.02% | 847 |
|
|
2018
Q3 | $18.1M | Buy |
180,096
+128,323
| +248% | +$13.8M | 0.03% | 649 |
|
|
2018
Q2 | $5.46M | Sell |
51,773
-10,919
| -17% | -$1.13M | 0.01% | 1049 |
|
|
2018
Q1 | $5.47M | Buy |
62,692
+25,923
| +71% | +$2.44M | 0.01% | 991 |
|
|
2017
Q4 | $3.31M | Buy |
36,769
+4,412
| +14% | +$368K | 0.01% | 1211 |
|
|
2017
Q3 | $2.6M | Sell |
32,357
-11,450
| -26% | -$861K | 0.01% | 1308 |
|
|
2017
Q2 | $3.09M | Buy |
43,807
+38,883
| +790% | +$2.83M | 0.01% | 1215 |
|
|
2017
Q1 | $384K | Buy |
+4,924
| New | +$382K | ﹤0.01% | 2158 |
|
|
2016
Q3 | – | Sell |
-81,027
| Closed | -$3.58M | – | 2325 |
|
|
2016
Q2 | $3.58M | Sell |
81,027
-6,662
| -8% | -$332K | 0.01% | 1044 |
|
|
2016
Q1 | $4.54M | Sell |
87,689
-12,167
| -12% | -$581K | 0.01% | 964 |
|
|
2015
Q4 | $5.4M | Buy |
99,856
+9,298
| +10% | +$502K | 0.01% | 932 |
|
|
2015
Q3 | $4.55M | Buy |
90,558
+15,594
| +21% | +$854K | 0.01% | 1012 |
|
|
2015
Q2 | $4.04M | Buy |
74,964
+9,954
| +15% | +$508K | 0.01% | 1136 |
|
|
2015
Q1 | $3.36M | Sell |
65,010
-719
| -1% | -$36.5K | 0.01% | 1196 |
|
|
2014
Q4 | $3.44M | Sell |
65,729
-27,031
| -29% | -$1.35M | 0.01% | 1157 |
|
|
2014
Q3 | $4.36M | Buy |
92,760
+8,704
| +10% | +$451K | 0.02% | 1071 |
|
|
2014
Q2 | $4.84M | Sell |
84,056
-25,280
| -23% | -$1.39M | 0.02% | 991 |
|
|
2014
Q1 | $6.04M | Buy |
109,336
+2,926
| +3% | +$167K | 0.03% | 895 |
|
|
2013
Q4 | $6.36M | Buy |
+106,410
| New | +$5.66M | 0.03% | 841 |
|
Other funds holding EVR
VPM
VCM
