Fort Washington Investment 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 | $25.4M | Buy |
85,197
+6,392
| +8% | +$2.09M | 0.14% | 164 |
|
|
2025
Q4 | $26.8M | Buy |
78,805
+1,723
| +2% | +$554K | 0.14% | 158 |
|
|
2025
Q3 | $26M | Sell |
77,082
-5,588
| -7% | -$1.75M | 0.14% | 148 |
|
|
2025
Q2 | $22.3M | Buy |
82,670
+3,190
| +4% | +$702K | 0.13% | 151 |
|
|
2025
Q1 | $15.9M | Buy |
79,480
+6,700
| +9% | +$1.67M | 0.1% | 183 |
|
|
2024
Q4 | $20.2M | Buy |
72,780
+13,062
| +22% | +$3.7M | 0.12% | 164 |
|
|
2024
Q3 | $15.1M | Sell |
59,718
-12,090
| -17% | -$2.88M | 0.09% | 194 |
|
|
2024
Q2 | $15M | Buy |
71,808
+200
| +0.3% | +$38.9K | 0.1% | 171 |
|
|
2024
Q1 | $13.8M | Sell |
71,608
-6,740
| -9% | -$1.22M | 0.09% | 194 |
|
|
2023
Q4 | $13.4M | Sell |
78,348
-29,530
| -27% | -$4.28M | 0.09% | 185 |
|
|
2023
Q3 | $14.9M | Sell |
107,878
-13,360
| -11% | -$1.81M | 0.11% | 179 |
|
|
2023
Q2 | $15M | Buy |
121,238
+18,880
| +18% | +$2.17M | 0.11% | 174 |
|
|
2023
Q1 | $11.8M | Buy |
102,358
+2,678
| +3% | +$333K | 0.09% | 193 |
|
|
2022
Q4 | $10.9M | Sell |
99,680
-15,120
| -13% | -$1.58M | 0.08% | 195 |
|
|
2022
Q3 | $9.44M | Buy |
114,800
+260
| +0.2% | +$24.6K | 0.08% | 190 |
|
|
2022
Q2 | $10.7M | Sell |
114,540
-19,370
| -14% | -$2.06M | 0.08% | 190 |
|
|
2022
Q1 | $14.9M | Buy |
133,910
+36,948
| +38% | +$4.55M | 0.09% | 156 |
|
|
2021
Q4 | $13.2M | Buy |
96,962
+13,710
| +16% | +$2M | 0.08% | 179 |
|
|
2021
Q3 | $11.1M | Buy |
83,252
+1,268
| +2% | +$172K | 0.07% | 200 |
|
|
2021
Q2 | $11.5M | Sell |
81,984
-10,661
| -12% | -$1.49M | 0.1% | 175 |
|
|
2021
Q1 | $12.2M | Sell |
92,645
-2,516
| -3% | -$307K | 0.12% | 131 |
|
|
2020
Q4 | $10.4M | Sell |
95,161
-176,076
| -65% | -$15.7M | 0.11% | 152 |
|
|
2020
Q3 | $17.8M | Sell |
271,237
-27,863
| -9% | -$1.69M | 0.19% | 83 |
|
|
2020
Q2 | $17.6M | Buy |
299,100
+16,700
| +6% | +$908K | 0.2% | 94 |
|
|
2020
Q1 | $13M | Buy |
+282,400
| New | +$18.9M | 0.18% | 105 |
|
|
2018
Q4 | – | Sell |
-172,643
| Closed | -$17.4M | – | 535 |
|
|
2018
Q3 | $17.4M | Buy |
172,643
+15,814
| +10% | +$1.7M | 0.17% | 154 |
|
|
2018
Q2 | $16.5M | Sell |
156,829
-15,000
| -9% | -$1.55M | 0.17% | 156 |
|
|
2018
Q1 | $15M | Sell |
171,829
-20,500
| -11% | -$1.93M | 0.16% | 157 |
|
|
2017
Q4 | $17.3M | Buy |
+192,329
| New | +$16M | 0.17% | 119 |
|
Other funds holding EVR
VPM
VCM
