Fuller & Thaler Asset Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103M | Sell |
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|
2025
Q1 | $137M | Sell |
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|
2024
Q4 | $192M | Sell |
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|
2024
Q3 | $186M | Sell |
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|
2024
Q2 | $155M | Sell |
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|
2024
Q1 | $144M | Buy |
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|
2023
Q4 | $123M | Sell |
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|
2023
Q3 | $99.6M | Sell |
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|
2023
Q2 | $89.6M | Buy |
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|
2023
Q1 | $83.6M | Buy |
|
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|
2022
Q4 | $68M | Buy |
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|
2022
Q3 | $30.4M | Sell |
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|
2022
Q2 | $34.6M | Buy |
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|
2022
Q1 | $33.9M | Buy |
|
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|
2021
Q4 | $41.3M | Buy |
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|
2021
Q3 | $34.9M | Buy |
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|
2021
Q2 | $24.3M | Buy |
|
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|
2021
Q1 | $18.3M | Sell |
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|
2020
Q4 | $29.7M | Buy |
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|
2020
Q3 | $410K | Buy |
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|
2020
Q2 | $365K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $63K | Hold |
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|
2018
Q1 | $52K | Sell |
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|
2017
Q4 | $81K | Hold |
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|
2017
Q3 | $72K | Hold |
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|
2017
Q2 | $63K | Sell |
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|
2017
Q1 | $203K | Hold |
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|
2016
Q4 | $179K | Hold |
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|
2016
Q3 | $134K | Buy |
|
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|
2016
Q2 | $57K | Buy |
|