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IEQ Capital’s Evercore EVR Stock Holding History

IEQ Capital’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.8M Buy
54,716
+38,869
+245% +$10.5M 0.09% 170
2025
Q1 		$3.16M Buy
15,847
+5,138
+48% +$1.03M 0.03% 464
2024
Q4 		$2.97M Buy
10,709
+9,143
+584% +$2.53M 0.03% 398
2024
Q3 		$397K Buy
+1,566
New +$397K ﹤0.01% 837