Frontier Capital Management’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.9M Sell
44,054
-3,772
-8% -$1.02M 0.11% 230
2025
Q1
$9.55M Sell
47,826
-42,307
-47% -$8.45M 0.1% 221
2024
Q4
$25M Sell
90,133
-56,377
-38% -$15.6M 0.24% 154
2024
Q3
$37.1M Sell
146,510
-4,567
-3% -$1.16M 0.35% 109
2024
Q2
$31.5M Buy
151,077
+1,689
+1% +$352K 0.31% 132
2024
Q1
$28.8M Sell
149,388
-50,567
-25% -$9.74M 0.27% 138
2023
Q4
$34.2M Sell
199,955
-48,336
-19% -$8.27M 0.35% 113
2023
Q3
$34.2M Sell
248,291
-988
-0.4% -$136K 0.38% 104
2023
Q2
$30.8M Sell
249,279
-3,617
-1% -$447K 0.3% 121
2023
Q1
$29.2M Sell
252,896
-1,597
-0.6% -$184K 0.3% 127
2022
Q4
$27.8M Sell
254,493
-5,271
-2% -$575K 0.3% 136
2022
Q3
$21.4M Buy
259,764
+18,595
+8% +$1.53M 0.25% 139
2022
Q2
$22.6M Buy
241,169
+36
+0% +$3.37K 0.26% 140
2022
Q1
$26.8M Sell
241,133
-57,566
-19% -$6.41M 0.24% 140
2021
Q4
$40.6M Sell
298,699
-18,014
-6% -$2.45M 0.32% 112
2021
Q3
$42.3M Sell
316,713
-8,527
-3% -$1.14M 0.33% 107
2021
Q2
$45.8M Buy
325,240
+286
+0.1% +$40.3K 0.34% 113
2021
Q1
$42.8M Sell
324,954
-232,196
-42% -$30.6M 0.32% 114
2020
Q4
$61.1M Sell
557,150
-56,250
-9% -$6.17M 0.45% 79
2020
Q3
$40.2M Buy
613,400
+102,961
+20% +$6.74M 0.35% 106
2020
Q2
$30.1M Buy
+510,439
New +$30.1M 0.27% 134
2019
Q3
Sell
-550,880
Closed -$48.8M 292
2019
Q2
$48.8M Sell
550,880
-275,163
-33% -$24.4M 0.37% 111
2019
Q1
$75.2M Sell
826,043
-29,953
-3% -$2.73M 0.53% 63
2018
Q4
$61.3M Sell
855,996
-50,279
-6% -$3.6M 0.49% 68
2018
Q3
$91.1M Buy
906,275
+283,581
+46% +$28.5M 0.59% 57
2018
Q2
$65.7M Buy
622,694
+89,070
+17% +$9.39M 0.47% 78
2018
Q1
$46.5M Buy
+533,624
New +$46.5M 0.34% 116