Hotchkis & Wiley Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.09M | Buy |
+29,970
| New | +$8.09M | 0.03% | 309 |
|
|
2024
Q3 | – | Sell |
-54,205
| Closed | -$11.3M | – | 502 |
|
|
2024
Q2 | $11.3M | Sell |
54,205
-89,320
| -62% | -$18.6M | 0.04% | 211 |
|
|
2024
Q1 | $27.6M | Sell |
143,525
-227,970
| -61% | -$43.9M | 0.09% | 115 |
|
|
2023
Q4 | $63.5M | Sell |
371,495
-223,878
| -38% | -$38.3M | 0.23% | 83 |
|
|
2023
Q3 | $82.1M | Sell |
595,373
-327,772
| -36% | -$45.2M | 0.31% | 71 |
|
|
2023
Q2 | $114M | Buy |
923,145
+374,285
| +68% | +$46.3M | 0.42% | 60 |
|
|
2023
Q1 | $63.3M | Sell |
548,860
-371,100
| -40% | -$42.8M | 0.24% | 81 |
|
|
2022
Q4 | $100M | Sell |
919,960
-7,950
| -0.9% | -$867K | 0.39% | 65 |
|
|
2022
Q3 | $76.3M | Buy |
927,910
+103,940
| +13% | +$8.55M | 0.33% | 68 |
|
|
2022
Q2 | $77.1M | Buy |
823,970
+171,430
| +26% | +$16M | 0.31% | 70 |
|
|
2022
Q1 | $72.6M | Buy |
652,540
+337,363
| +107% | +$37.6M | 0.23% | 79 |
|
|
2021
Q4 | $42.8M | Sell |
315,177
-113,580
| -26% | -$15.4M | 0.13% | 96 |
|
|
2021
Q3 | $57.3M | Sell |
428,757
-980
| -0.2% | -$131K | 0.18% | 85 |
|
|
2021
Q2 | $60.5M | Sell |
429,737
-127,020
| -23% | -$17.9M | 0.18% | 84 |
|
|
2021
Q1 | $73.3M | Sell |
556,757
-199,173
| -26% | -$26.2M | 0.22% | 77 |
|
|
2020
Q4 | $82.9M | Sell |
755,930
-488,640
| -39% | -$53.6M | 0.29% | 67 |
|
|
2020
Q3 | $81.5M | Sell |
1,244,570
-448,750
| -27% | -$29.4M | 0.37% | 62 |
|
|
2020
Q2 | $99.8M | Sell |
1,693,320
-242,750
| -13% | -$14.3M | 0.46% | 56 |
|
|
2020
Q1 | $89.2M | Buy |
1,936,070
+778,270
| +67% | +$35.8M | 0.5% | 52 |
|
|
2019
Q4 | $86.6M | Buy |
1,157,800
+794,360
| +219% | +$59.4M | 0.3% | 71 |
|
|
2019
Q3 | $29.1M | Buy |
+363,440
| New | +$29.1M | 0.12% | 108 |
|