Guggenheim Capital’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Sell |
18,575
-949
| -5% | -$256K | 0.04% | 418 |
|
|
2025
Q1 | $3.9M | Sell |
19,524
-8,191
| -30% | -$1.64M | 0.04% | 482 |
|
|
2024
Q4 | $7.68M | Buy |
27,715
+1,082
| +4% | +$300K | 0.06% | 325 |
|
|
2024
Q3 | $6.75M | Buy |
26,633
+3,829
| +17% | +$970K | 0.05% | 429 |
|
|
2024
Q2 | $4.75M | Buy |
22,804
+560
| +3% | +$117K | 0.03% | 535 |
|
|
2024
Q1 | $4.28M | Buy |
22,244
+3,511
| +19% | +$676K | 0.03% | 604 |
|
|
2023
Q4 | $3.2M | Sell |
18,733
-916
| -5% | -$157K | 0.02% | 678 |
|
|
2023
Q3 | $2.71M | Sell |
19,649
-11,361
| -37% | -$1.57M | 0.02% | 703 |
|
|
2023
Q2 | $3.83M | Sell |
31,010
-4,935
| -14% | -$610K | 0.03% | 617 |
|
|
2023
Q1 | $4.15M | Sell |
35,945
-3,783
| -10% | -$436K | 0.03% | 587 |
|
|
2022
Q4 | $4.33M | Sell |
39,728
-1,490
| -4% | -$163K | 0.04% | 573 |
|
|
2022
Q3 | $3.39M | Sell |
41,218
-1,819
| -4% | -$150K | 0.03% | 640 |
|
|
2022
Q2 | $4.03M | Sell |
43,037
-11,308
| -21% | -$1.06M | 0.03% | 632 |
|
|
2022
Q1 | $6.05M | Sell |
54,345
-2,376
| -4% | -$265K | 0.04% | 574 |
|
|
2021
Q4 | $7.71M | Buy |
56,721
+13,295
| +31% | +$1.81M | 0.04% | 515 |
|
|
2021
Q3 | $5.81M | Buy |
43,426
+14,711
| +51% | +$1.97M | 0.03% | 592 |
|
|
2021
Q2 | $4.04M | Buy |
28,715
+17,242
| +150% | +$2.43M | 0.02% | 761 |
|
|
2021
Q1 | $1.51M | Buy |
11,473
+7,442
| +185% | +$981K | 0.01% | 1183 |
|
|
2020
Q4 | $442K | Sell |
4,031
-59
| -1% | -$6.47K | ﹤0.01% | 1683 |
|
|
2020
Q3 | $268K | Sell |
4,090
-10,211
| -71% | -$669K | ﹤0.01% | 1676 |
|
|
2020
Q2 | $842K | Buy |
14,301
+1,063
| +8% | +$62.6K | 0.01% | 1274 |
|
|
2020
Q1 | $610K | Sell |
13,238
-14,230
| -52% | -$656K | 0.01% | 1300 |
|
|
2019
Q4 | $2.05M | Sell |
27,468
-2,327
| -8% | -$174K | 0.02% | 1032 |
|
|
2019
Q3 | $2.39M | Sell |
29,795
-1,029
| -3% | -$82.4K | 0.02% | 939 |
|
|
2019
Q2 | $2.73M | Sell |
30,824
-1,553
| -5% | -$138K | 0.02% | 921 |
|
|
2019
Q1 | $2.95M | Sell |
32,377
-25,327
| -44% | -$2.3M | 0.02% | 897 |
|
|
2018
Q4 | $4.13M | Sell |
57,704
-23,389
| -29% | -$1.67M | 0.04% | 665 |
|
|
2018
Q3 | $8.15M | Buy |
81,093
+7,396
| +10% | +$744K | 0.05% | 445 |
|
|
2018
Q2 | $7.77M | Sell |
73,697
-78,425
| -52% | -$8.27M | 0.05% | 450 |
|
|
2018
Q1 | $13.3M | Buy |
152,122
+68,283
| +81% | +$5.95M | 0.03% | 594 |
|
|
2017
Q4 | $7.55M | Buy |
83,839
+5,887
| +8% | +$530K | 0.02% | 809 |
|
|
2017
Q3 | $6.26M | Sell |
77,952
-39,666
| -34% | -$3.18M | 0.01% | 929 |
|
|
2017
Q2 | $8.29M | Buy |
117,618
+32,428
| +38% | +$2.29M | 0.02% | 739 |
|
|
2017
Q1 | $6.64M | Buy |
85,190
+16,970
| +25% | +$1.32M | 0.02% | 873 |
|
|
2016
Q4 | $4.69M | Sell |
68,220
-14,913
| -18% | -$1.02M | 0.01% | 1041 |
|
|
2016
Q3 | $4.28M | Buy |
83,133
+2,030
| +3% | +$105K | 0.01% | 1096 |
|
|
2016
Q2 | $3.58M | Sell |
81,103
-1,097
| -1% | -$48.5K | 0.01% | 1175 |
|
|
2016
Q1 | $4.25M | Sell |
82,200
-7,557
| -8% | -$391K | 0.01% | 1083 |
|
|
2015
Q4 | $4.85M | Buy |
89,757
+54,313
| +153% | +$2.94M | 0.01% | 1032 |
|
|
2015
Q3 | $1.78M | Buy |
35,444
+5,673
| +19% | +$285K | 0.01% | 1680 |
|
|
2015
Q2 | $1.61M | Sell |
29,771
-22,950
| -44% | -$1.24M | ﹤0.01% | 1928 |
|
|
2015
Q1 | $2.72M | Buy |
52,721
+27,624
| +110% | +$1.43M | 0.01% | 1523 |
|
|
2014
Q4 | $1.31M | Sell |
25,097
-13,600
| -35% | -$712K | ﹤0.01% | 2044 |
|
|
2014
Q3 | $1.82M | Sell |
38,697
-41,426
| -52% | -$1.95M | ﹤0.01% | 1807 |
|
|
2014
Q2 | $4.62M | Buy |
80,123
+44,336
| +124% | +$2.56M | 0.01% | 1211 |
|
|
2014
Q1 | $1.98M | Sell |
35,787
-3,384
| -9% | -$187K | 0.01% | 1784 |
|
|
2013
Q4 | $2.34M | Buy |
39,171
+23,893
| +156% | +$1.43M | 0.01% | 1608 |
|
|
2013
Q3 | $752K | Sell |
15,278
-2,801
| -15% | -$138K | ﹤0.01% | 2182 |
|
|
2013
Q2 | $711K | Buy |
+18,079
| New | +$711K | ﹤0.01% | 2184 |
|