GW&K Investment 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 | $17.7M | Buy |
59,232
+3,233
| +6% | +$1.06M | 0.16% | 214 |
|
|
2025
Q4 | $19.1M | Sell |
55,999
-56
| -0.1% | -$18K | 0.16% | 210 |
|
|
2025
Q3 | $18.9M | Sell |
56,055
-67
| -0.1% | -$21K | 0.17% | 201 |
|
|
2025
Q2 | $15.2M | Sell |
56,122
-46
| -0.1% | -$10.1K | 0.14% | 228 |
|
|
2025
Q1 | $11.2M | Sell |
56,168
-339
| -0.6% | -$84.5K | 0.1% | 246 |
|
|
2024
Q4 | $15.7M | Sell |
56,507
-56
| -0.1% | -$15.9K | 0.13% | 239 |
|
|
2024
Q3 | $14.3M | Buy |
56,563
+12,389
| +28% | +$2.95M | 0.12% | 237 |
|
|
2024
Q2 | $9.21M | Buy |
44,174
+6,504
| +17% | +$1.27M | 0.08% | 255 |
|
|
2024
Q1 | $7.25M | Sell |
37,670
-171
| -0.5% | -$30.9K | 0.06% | 261 |
|
|
2023
Q4 | $6.47M | Buy |
37,841
+67
| +0.2% | +$9.7K | 0.06% | 256 |
|
|
2023
Q3 | $5.21M | Sell |
37,774
-117
| -0.3% | -$15.9K | 0.05% | 264 |
|
|
2023
Q2 | $4.68M | Buy |
37,891
+67
| +0.2% | +$7.71K | 0.04% | 274 |
|
|
2023
Q1 | $4.36M | Buy |
37,824
+350
| +0.9% | +$43.5K | 0.04% | 274 |
|
|
2022
Q4 | $4.09M | Buy |
37,474
+5
| +0% | +$522 | 0.04% | 273 |
|
|
2022
Q3 | $3.08M | Buy |
37,469
+18,964
| +102% | +$1.79M | 0.03% | 276 |
|
|
2022
Q2 | $1.73M | Buy |
18,505
+2,226
| +14% | +$237K | 0.02% | 315 |
|
|
2022
Q1 | $1.81M | Buy |
16,279
+13,258
| +439% | +$1.63M | 0.02% | 315 |
|
|
2021
Q4 | $410K | Sell |
3,021
-22
| -0.7% | -$3.21K | ﹤0.01% | 336 |
|
|
2021
Q3 | $407K | Sell |
3,043
-43
| -1% | -$5.84K | ﹤0.01% | 334 |
|
|
2021
Q2 | $434K | Sell |
3,086
-82
| -3% | -$11.5K | ﹤0.01% | 336 |
|
|
2021
Q1 | $417K | Buy |
3,168
+3,037
| +2,318% | +$371K | ﹤0.01% | 338 |
|
|
2020
Q4 | $14K | Hold |
131
| – | – | ﹤0.01% | 356 |
|
|
2020
Q3 | $9K | Hold |
131
| – | – | ﹤0.01% | 353 |
|
|
2020
Q2 | $8K | Hold |
131
| – | – | ﹤0.01% | 348 |
|
|
2020
Q1 | $6K | Hold |
131
| – | – | ﹤0.01% | 362 |
|
|
2019
Q4 | $10K | Hold |
131
| – | – | ﹤0.01% | 365 |
|
|
2019
Q3 | $10K | Buy |
+131
| New | +$10.9K | ﹤0.01% | 356 |
|
Other funds holding EVR
VPM
VCM
