Frontier Capital Management’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 | $15.8M | Buy |
52,890
+15,463
| +41% | +$5.06M | 0.16% | 186 |
|
|
2025
Q4 | $12.7M | Sell |
37,427
-8,436
| -18% | -$2.71M | 0.14% | 217 |
|
|
2025
Q3 | $15.5M | Buy |
45,863
+1,809
| +4% | +$567K | 0.14% | 208 |
|
|
2025
Q2 | $11.9M | Sell |
44,054
-3,772
| -8% | -$830K | 0.11% | 230 |
|
|
2025
Q1 | $9.55M | Sell |
47,826
-42,307
| -47% | -$10.5M | 0.1% | 221 |
|
|
2024
Q4 | $25M | Sell |
90,133
-56,377
| -38% | -$16M | 0.24% | 154 |
|
|
2024
Q3 | $37.1M | Sell |
146,510
-4,567
| -3% | -$1.09M | 0.35% | 109 |
|
|
2024
Q2 | $31.5M | Buy |
151,077
+1,689
| +1% | +$329K | 0.31% | 132 |
|
|
2024
Q1 | $28.8M | Sell |
149,388
-50,567
| -25% | -$9.15M | 0.27% | 138 |
|
|
2023
Q4 | $34.2M | Sell |
199,955
-48,336
| -19% | -$7M | 0.35% | 113 |
|
|
2023
Q3 | $34.2M | Sell |
248,291
-988
| -0.4% | -$134K | 0.38% | 104 |
|
|
2023
Q2 | $30.8M | Sell |
249,279
-3,617
| -1% | -$416K | 0.3% | 121 |
|
|
2023
Q1 | $29.2M | Sell |
252,896
-1,597
| -0.6% | -$198K | 0.3% | 127 |
|
|
2022
Q4 | $27.8M | Sell |
254,493
-5,271
| -2% | -$550K | 0.3% | 136 |
|
|
2022
Q3 | $21.4M | Buy |
259,764
+18,595
| +8% | +$1.76M | 0.25% | 139 |
|
|
2022
Q2 | $22.6M | Buy |
241,169
+36
| +0% | +$3.84K | 0.26% | 140 |
|
|
2022
Q1 | $26.8M | Sell |
241,133
-57,566
| -19% | -$7.08M | 0.24% | 140 |
|
|
2021
Q4 | $40.6M | Sell |
298,699
-18,014
| -6% | -$2.63M | 0.32% | 112 |
|
|
2021
Q3 | $42.3M | Sell |
316,713
-8,527
| -3% | -$1.16M | 0.33% | 107 |
|
|
2021
Q2 | $45.8M | Buy |
325,240
+286
| +0.1% | +$40K | 0.34% | 113 |
|
|
2021
Q1 | $42.8M | Sell |
324,954
-232,196
| -42% | -$28.4M | 0.32% | 114 |
|
|
2020
Q4 | $61.1M | Sell |
557,150
-56,250
| -9% | -$5.01M | 0.45% | 79 |
|
|
2020
Q3 | $40.2M | Buy |
613,400
+102,961
| +20% | +$6.25M | 0.35% | 106 |
|
|
2020
Q2 | $30.1M | Buy |
+510,439
| New | +$27.8M | 0.27% | 134 |
|
|
2019
Q3 | – | Sell |
-550,880
| Closed | -$48.8M | – | 292 |
|
|
2019
Q2 | $48.8M | Sell |
550,880
-275,163
| -33% | -$24.5M | 0.37% | 111 |
|
|
2019
Q1 | $75.2M | Sell |
826,043
-29,953
| -3% | -$2.63M | 0.53% | 63 |
|
|
2018
Q4 | $61.3M | Sell |
855,996
-50,279
| -6% | -$4.13M | 0.49% | 68 |
|
|
2018
Q3 | $91.1M | Buy |
906,275
+283,581
| +46% | +$30.6M | 0.59% | 57 |
|
|
2018
Q2 | $65.7M | Buy |
622,694
+89,070
| +17% | +$9.19M | 0.47% | 78 |
|
|
2018
Q1 | $46.5M | Buy |
+533,624
| New | +$50.3M | 0.34% | 116 |
|
Other funds holding EVR
VPM
VCM
