Franklin Resources’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 | $40M | Sell |
133,903
-18,692
| -12% | -$6.12M | 0.01% | 716 |
|
|
2025
Q4 | $51.9M | Sell |
152,595
-1,442
| -0.9% | -$463K | 0.01% | 622 |
|
|
2025
Q3 | $52M | Buy |
154,037
+9,309
| +6% | +$2.92M | 0.01% | 628 |
|
|
2025
Q2 | $39.1M | Sell |
144,728
-6,531
| -4% | -$1.44M | 0.01% | 707 |
|
|
2025
Q1 | $30.2M | Sell |
151,259
-63,658
| -30% | -$15.9M | 0.01% | 774 |
|
|
2024
Q4 | $59.6M | Sell |
214,917
-8,452
| -4% | -$2.39M | 0.02% | 558 |
|
|
2024
Q3 | $60.5M | Sell |
223,369
-2,918
| -1% | -$695K | 0.02% | 542 |
|
|
2024
Q2 | $47.2M | Sell |
226,287
-2,713
| -1% | -$528K | 0.01% | 569 |
|
|
2024
Q1 | $44.1M | Sell |
229,000
-13,059
| -5% | -$2.36M | 0.01% | 609 |
|
|
2023
Q4 | $41.4M | Sell |
242,059
-90,112
| -27% | -$13M | 0.02% | 562 |
|
|
2023
Q3 | $45.8M | Sell |
332,171
-11,557
| -3% | -$1.57M | 0.02% | 519 |
|
|
2023
Q2 | $42.5M | Buy |
343,728
+15,797
| +5% | +$1.82M | 0.02% | 579 |
|
|
2023
Q1 | $37.8M | Sell |
327,931
-16,184
| -5% | -$2.01M | 0.02% | 615 |
|
|
2022
Q4 | $37.5M | Sell |
344,115
-2,861
| -0.8% | -$299K | 0.02% | 604 |
|
|
2022
Q3 | $28.5M | Sell |
346,976
-845
| -0.2% | -$79.9K | 0.02% | 688 |
|
|
2022
Q2 | $32.6M | Sell |
347,821
-10,542
| -3% | -$1.12M | 0.02% | 670 |
|
|
2022
Q1 | $39.9M | Sell |
358,363
-24,824
| -6% | -$3.05M | 0.02% | 662 |
|
|
2021
Q4 | $52.1M | Buy |
383,187
+27,048
| +8% | +$3.94M | 0.02% | 631 |
|
|
2021
Q3 | $47.6M | Buy |
356,139
+2,657
| +0.8% | +$361K | 0.02% | 673 |
|
|
2021
Q2 | $49.8M | Buy |
353,482
+866
| +0.2% | +$121K | 0.02% | 650 |
|
|
2021
Q1 | $46.5M | Sell |
352,616
-18,939
| -5% | -$2.31M | 0.02% | 640 |
|
|
2020
Q4 | $40.7M | Buy |
371,555
+17,919
| +5% | +$1.59M | 0.02% | 648 |
|
|
2020
Q3 | $23.1M | Buy |
353,636
+58,562
| +20% | +$3.55M | 0.01% | 738 |
|
|
2020
Q2 | $16.8M | Buy |
295,074
+72,742
| +33% | +$3.96M | 0.01% | 772 |
|
|
2020
Q1 | $10.2M | Sell |
222,332
-11,919
| -5% | -$798K | 0.01% | 803 |
|
|
2019
Q4 | $17.5M | Buy |
234,251
+3,096
| +1% | +$236K | 0.01% | 792 |
|
|
2019
Q3 | $18.5M | Buy |
231,155
+4,696
| +2% | +$389K | 0.01% | 764 |
|
|
2019
Q2 | $20.1M | Buy |
226,459
+2,660
| +1% | +$237K | 0.01% | 748 |
|
|
2019
Q1 | $20.4M | Sell |
223,799
-238
| -0.1% | -$20.9K | 0.01% | 740 |
|
|
2018
Q4 | $16M | Sell |
224,037
-38,988
| -15% | -$3.2M | 0.01% | 771 |
|
|
2018
Q3 | $26.4M | Sell |
263,025
-39,486
| -13% | -$4.26M | 0.01% | 701 |
|
|
2018
Q2 | $31.9M | Buy |
302,511
+23,307
| +8% | +$2.4M | 0.02% | 648 |
|
|
2018
Q1 | $24.3M | Sell |
279,204
-34,284
| -11% | -$3.23M | 0.01% | 729 |
|
|
2017
Q4 | $28.2M | Sell |
313,488
-2,586
| -0.8% | -$216K | 0.01% | 706 |
|
|
2017
Q3 | $25.4M | Buy |
316,074
+11,318
| +4% | +$851K | 0.01% | 731 |
|
|
2017
Q2 | $21.5M | Sell |
304,756
-28,711
| -9% | -$2.09M | 0.01% | 769 |
|
|
2017
Q1 | $26M | Sell |
333,467
-182,416
| -35% | -$14.2M | 0.01% | 720 |
|
|
2016
Q4 | $35.4M | Buy |
515,883
+9,134
| +2% | +$562K | 0.02% | 630 |
|
|
2016
Q3 | $26.1M | Sell |
506,749
-316
| -0.1% | -$15.9K | 0.01% | 727 |
|
|
2016
Q2 | $22.4M | Sell |
507,065
-52,303
| -9% | -$2.6M | 0.01% | 776 |
|
|
2016
Q1 | $28.9M | Sell |
559,368
-82,850
| -13% | -$3.96M | 0.02% | 706 |
|
|
2015
Q4 | $34.7M | Sell |
642,218
-160,492
| -20% | -$8.67M | 0.02% | 673 |
|
|
2015
Q3 | $40.3M | Buy |
802,710
+10,843
| +1% | +$594K | 0.02% | 634 |
|
|
2015
Q2 | $42.7M | Buy |
791,867
+256,734
| +48% | +$13.1M | 0.02% | 651 |
|
|
2015
Q1 | $27.6M | Buy |
535,133
+87,374
| +20% | +$4.44M | 0.01% | 811 |
|
|
2014
Q4 | $23.4M | Sell |
447,759
-204,097
| -31% | -$10.2M | 0.01% | 827 |
|
|
2014
Q3 | $30.6M | Buy |
651,856
+63,194
| +11% | +$3.27M | 0.01% | 738 |
|
|
2014
Q2 | $33.9M | Buy |
588,662
+22,937
| +4% | +$1.26M | 0.02% | 725 |
|
|
2014
Q1 | $31.3M | Buy |
565,725
+83,737
| +17% | +$4.79M | 0.01% | 738 |
|
|
2013
Q4 | $28.8M | Sell |
481,988
-32,848
| -6% | -$1.75M | 0.01% | 710 |
|
|
2013
Q3 | $25.3M | Sell |
514,836
-74,788
| -13% | -$3.44M | 0.01% | 741 |
|
|
2013
Q2 | $23.2M | Buy |
+589,624
| New | +$22.8M | 0.01% | 725 |
|
Other funds holding EVR
VPM
VCM
