Great Lakes Advisors’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 | $402K | Sell |
1,347
-42
| -3% | -$13.8K | ﹤0.01% | 638 |
|
|
2025
Q4 | $473K | Sell |
1,389
-104
| -7% | -$33.4K | ﹤0.01% | 622 |
|
|
2025
Q3 | $504K | Sell |
1,493
-12
| -0.8% | -$3.76K | ﹤0.01% | 618 |
|
|
2025
Q2 | $406K | Sell |
1,505
-84,204
| -98% | -$18.5M | ﹤0.01% | 647 |
|
|
2025
Q1 | $17.1M | Sell |
85,709
-3,008
| -3% | -$749K | 0.15% | 129 |
|
|
2024
Q4 | $24.6M | Sell |
88,717
-3,178
| -3% | -$900K | 0.21% | 107 |
|
|
2024
Q3 | $23.3M | Sell |
91,895
-24,655
| -21% | -$5.87M | 0.19% | 115 |
|
|
2024
Q2 | $24.3M | Sell |
116,550
-5,362
| -4% | -$1.04M | 0.22% | 105 |
|
|
2024
Q1 | $23.5M | Buy |
121,912
+793
| +0.7% | +$143K | 0.2% | 114 |
|
|
2023
Q4 | $20.7M | Buy |
121,119
+28,020
| +30% | +$4.06M | 0.2% | 125 |
|
|
2023
Q3 | $12.8M | Buy |
93,099
+21,741
| +30% | +$2.95M | 0.12% | 168 |
|
|
2023
Q2 | $8.82M | Buy |
71,358
+68,616
| +2,502% | +$7.89M | 0.09% | 220 |
|
|
2023
Q1 | $316K | Sell |
2,742
-144
| -5% | -$17.9K | ﹤0.01% | 698 |
|
|
2022
Q4 | $315K | Sell |
2,886
-63
| -2% | -$6.58K | 0.02% | 550 |
|
|
2022
Q3 | $243K | Sell |
2,949
-1,650
| -36% | -$156K | 0.01% | 568 |
|
|
2022
Q2 | $430K | Sell |
4,599
-163,607
| -97% | -$17.4M | 0.01% | 527 |
|
|
2022
Q1 | $18.7M | Sell |
168,206
-40,174
| -19% | -$4.94M | 0.31% | 90 |
|
|
2021
Q4 | $28.3M | Sell |
208,380
-4,283
| -2% | -$625K | 0.43% | 70 |
|
|
2021
Q3 | $28.4M | Sell |
212,663
-6,941
| -3% | -$943K | 0.44% | 60 |
|
|
2021
Q2 | $30.9M | Sell |
219,604
-4,742
| -2% | -$663K | 0.47% | 49 |
|
|
2021
Q1 | $29.6M | Buy |
224,346
+9,248
| +4% | +$1.13M | 0.48% | 49 |
|
|
2020
Q4 | $23.6M | Buy |
215,098
+63,020
| +41% | +$5.61M | 0.43% | 69 |
|
|
2020
Q3 | $9.96M | Buy |
+152,078
| New | +$9.23M | 0.21% | 138 |
|
|
2018
Q4 | – | Sell |
-2,959
| Closed | -$297K | – | 582 |
|
|
2018
Q3 | $297K | Sell |
2,959
-55,215
| -95% | -$5.95M | 0.01% | 525 |
|
|
2018
Q2 | $6.13M | Buy |
58,174
+90
| +0.2% | +$9.28K | 0.14% | 163 |
|
|
2018
Q1 | $5.07M | Buy |
58,084
+16,534
| +40% | +$1.56M | 0.12% | 178 |
|
|
2017
Q4 | $3.74M | Buy |
41,550
+6,045
| +17% | +$504K | 0.08% | 214 |
|
|
2017
Q3 | $2.85M | Buy |
35,505
+1,994
| +6% | +$150K | 0.07% | 240 |
|
|
2017
Q2 | $2.36M | Buy |
33,511
+5,577
| +20% | +$406K | 0.06% | 267 |
|
|
2017
Q1 | $2.18M | Buy |
27,934
+4,350
| +18% | +$338K | 0.06% | 259 |
|
|
2016
Q4 | $1.62M | Buy |
23,584
+868
| +4% | +$53.4K | 0.04% | 291 |
|
|
2016
Q3 | $1.17M | Sell |
22,716
-5,406
| -19% | -$272K | 0.03% | 335 |
|
|
2016
Q2 | $1.24M | Sell |
28,122
-50,650
| -64% | -$2.52M | 0.03% | 324 |
|
|
2016
Q1 | $4.08M | Buy |
78,772
+12,423
| +19% | +$594K | 0.11% | 174 |
|
|
2015
Q4 | $3.59M | Buy |
66,349
+6,587
| +11% | +$356K | 0.11% | 171 |
|
|
2015
Q3 | $3M | Buy |
+59,762
| New | +$3.27M | 0.09% | 186 |
|
Other funds holding EVR
VPM
VCM
