Gateway Investment Advisers’s Evercore EVR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Sell
1,050
-40
-4% -$10.8K ﹤0.01% 427
2025
Q1
$218K Buy
1,090
+209
+24% +$41.7K ﹤0.01% 486
2024
Q4
$244K Hold
881
﹤0.01% 452
2024
Q3
$223K Sell
881
-582
-40% -$147K ﹤0.01% 490
2024
Q2
$305K Buy
+1,463
New +$305K ﹤0.01% 444