INTECH Investment 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 | $12.9M | Buy |
47,592
+938
| +2% | +$253K | 0.12% | 133 |
|
|
2025
Q1 | $9.32M | Buy |
46,654
+19,839
| +74% | +$3.96M | 0.1% | 177 |
|
|
2024
Q4 | $7.43M | Buy |
26,815
+25,152
| +1,512% | +$6.97M | 0.07% | 231 |
|
|
2024
Q3 | $421K | Sell |
1,663
-3,910
| -70% | -$991K | ﹤0.01% | 1323 |
|
|
2024
Q2 | $1.16M | Buy |
+5,573
| New | +$1.16M | 0.01% | 590 |
|
|
2024
Q1 | – | Sell |
-2,078
| Closed | -$355K | – | 683 |
|
|
2023
Q4 | $355K | Sell |
2,078
-592
| -22% | -$101K | 0.01% | 612 |
|
|
2023
Q3 | $368K | Buy |
+2,670
| New | +$368K | 0.01% | 625 |
|