Geode 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 | $311M | Buy |
1,043,338
+118,438
| +13% | +$38.8M | 0.02% | 574 |
|
|
2025
Q4 | $315M | Sell |
924,900
-15,567
| -2% | -$5M | 0.02% | 561 |
|
|
2025
Q3 | $317M | Buy |
940,467
+108,879
| +13% | +$34.1M | 0.02% | 544 |
|
|
2025
Q2 | $225M | Buy |
831,588
+59,611
| +8% | +$13.1M | 0.02% | 624 |
|
|
2025
Q1 | $154M | Buy |
771,977
+27,745
| +4% | +$6.91M | 0.01% | 738 |
|
|
2024
Q4 | $206M | Buy |
744,232
+26,024
| +4% | +$7.37M | 0.02% | 630 |
|
|
2024
Q3 | $182M | Buy |
718,208
+34,343
| +5% | +$8.17M | 0.01% | 658 |
|
|
2024
Q2 | $143M | Buy |
683,865
+48,297
| +8% | +$9.4M | 0.01% | 724 |
|
|
2024
Q1 | $122M | Buy |
635,568
+35,606
| +6% | +$6.44M | 0.01% | 805 |
|
|
2023
Q4 | $103M | Buy |
599,962
+13,343
| +2% | +$1.93M | 0.01% | 854 |
|
|
2023
Q3 | $80.9M | Buy |
586,619
+7,685
| +1% | +$1.04M | 0.01% | 899 |
|
|
2023
Q2 | $71.6M | Sell |
578,934
-50,430
| -8% | -$5.8M | 0.01% | 998 |
|
|
2023
Q1 | $72.6M | Sell |
629,364
-10,575
| -2% | -$1.31M | 0.01% | 936 |
|
|
2022
Q4 | $69.8M | Sell |
639,939
-39,370
| -6% | -$4.11M | 0.01% | 922 |
|
|
2022
Q3 | $55.9M | Sell |
679,309
-19,729
| -3% | -$1.87M | 0.01% | 997 |
|
|
2022
Q2 | $65.4M | Buy |
699,038
+100,145
| +17% | +$10.7M | 0.01% | 932 |
|
|
2022
Q1 | $66.7M | Buy |
598,893
+24,037
| +4% | +$2.96M | 0.01% | 1039 |
|
|
2021
Q4 | $78.1M | Buy |
574,856
+3,760
| +0.7% | +$548K | 0.01% | 973 |
|
|
2021
Q3 | $76.3M | Sell |
571,096
-9,366
| -2% | -$1.27M | 0.01% | 967 |
|
|
2021
Q2 | $81.7M | Buy |
580,462
+14,714
| +3% | +$2.06M | 0.01% | 930 |
|
|
2021
Q1 | $74.5M | Buy |
565,748
+11,199
| +2% | +$1.37M | 0.01% | 932 |
|
|
2020
Q4 | $60.8M | Buy |
554,549
+85,887
| +18% | +$7.64M | 0.01% | 973 |
|
|
2020
Q3 | $30.7M | Sell |
468,662
-25,032
| -5% | -$1.52M | 0.01% | 1209 |
|
|
2020
Q2 | $29.1M | Buy |
493,694
+6,764
| +1% | +$368K | 0.01% | 1228 |
|
|
2020
Q1 | $22.4M | Buy |
486,930
+16,647
| +4% | +$1.11M | 0.01% | 1220 |
|
|
2019
Q4 | $35.2M | Sell |
470,283
-89,420
| -16% | -$6.82M | 0.01% | 1176 |
|
|
2019
Q3 | $44.8M | Buy |
559,703
+15,221
| +3% | +$1.26M | 0.01% | 946 |
|
|
2019
Q2 | $48.2M | Buy |
544,482
+20,581
| +4% | +$1.83M | 0.01% | 891 |
|
|
2019
Q1 | $47.7M | Buy |
523,901
+78,398
| +18% | +$6.88M | 0.01% | 869 |
|
|
2018
Q4 | $31.9M | Buy |
445,503
+14,949
| +3% | +$1.23M | 0.01% | 974 |
|
|
2018
Q3 | $43.3M | Sell |
430,554
-49,580
| -10% | -$5.34M | 0.01% | 876 |
|
|
2018
Q2 | $50.6M | Sell |
480,134
-33,559
| -7% | -$3.46M | 0.02% | 762 |
|
|
2018
Q1 | $44.8M | Buy |
513,693
+42,747
| +9% | +$4.03M | 0.01% | 786 |
|
|
2017
Q4 | $42.4M | Sell |
470,946
-46,723
| -9% | -$3.9M | 0.01% | 789 |
|
|
2017
Q3 | $41.5M | Buy |
517,669
+25,830
| +5% | +$1.94M | 0.02% | 766 |
|
|
2017
Q2 | $34.7M | Buy |
491,839
+59,985
| +14% | +$4.36M | 0.01% | 839 |
|
|
2017
Q1 | $33.6M | Buy |
431,854
+107,387
| +33% | +$8.34M | 0.01% | 824 |
|
|
2016
Q4 | $22.3M | Buy |
324,467
+54,980
| +20% | +$3.38M | 0.01% | 1005 |
|
|
2016
Q3 | $13.9M | Buy |
269,487
+9,484
| +4% | +$477K | 0.01% | 1255 |
|
|
2016
Q2 | $11.5M | Buy |
260,003
+6,635
| +3% | +$330K | 0.01% | 1333 |
|
|
2016
Q1 | $13.1K | Buy |
253,368
+21,875
| +9% | +$1.05M | 0.01% | 1198 |
|
|
2015
Q4 | $12.5M | Buy |
231,493
+13,625
| +6% | +$736K | 0.01% | 1203 |
|
|
2015
Q3 | $10.9M | Sell |
217,868
-5,404
| -2% | -$296K | 0.01% | 1277 |
|
|
2015
Q2 | $12M | Buy |
223,272
+2,679
| +1% | +$137K | 0.01% | 1273 |
|
|
2015
Q1 | $11.4M | Buy |
220,593
+26,867
| +14% | +$1.37M | 0.01% | 1290 |
|
|
2014
Q4 | $10.1M | Sell |
193,726
-62,911
| -25% | -$3.15M | 0.01% | 1327 |
|
|
2014
Q3 | $12.1M | Buy |
256,637
+995
| +0.4% | +$51.5K | 0.01% | 1121 |
|
|
2014
Q2 | $14.7M | Buy |
255,642
+10,021
| +4% | +$550K | 0.01% | 1016 |
|
|
2014
Q1 | $13.6M | Buy |
245,621
+19,570
| +9% | +$1.12M | 0.01% | 1038 |
|
|
2013
Q4 | $13.5M | Buy |
226,051
+45,834
| +25% | +$2.44M | 0.01% | 1001 |
|
|
2013
Q3 | $8.87M | Buy |
180,217
+38,376
| +27% | +$1.77M | 0.01% | 1155 |
|
|
2013
Q2 | $5.57M | Buy |
+141,841
| New | +$5.5M | ﹤0.01% | 1336 |
|
Other funds holding EVR
VPM
VCM
