Invesco’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380M | Buy |
1,407,278
+540,401
| +62% | +$146M | 0.06% | 379 |
|
|
2025
Q1 | $173M | Sell |
866,877
-556,876
| -39% | -$111M | 0.03% | 656 |
|
|
2024
Q4 | $395M | Buy |
1,423,753
+137,431
| +11% | +$38.1M | 0.07% | 337 |
|
|
2024
Q3 | $326M | Buy |
1,286,322
+216,847
| +20% | +$54.9M | 0.06% | 396 |
|
|
2024
Q2 | $223M | Buy |
1,069,475
+144,701
| +16% | +$30.2M | 0.05% | 522 |
|
|
2024
Q1 | $178M | Buy |
924,774
+139,195
| +18% | +$26.8M | 0.04% | 614 |
|
|
2023
Q4 | $134M | Buy |
785,579
+128,372
| +20% | +$22M | 0.03% | 671 |
|
|
2023
Q3 | $90.6M | Buy |
657,207
+140,556
| +27% | +$19.4M | 0.02% | 752 |
|
|
2023
Q2 | $63.9M | Buy |
516,651
+71,546
| +16% | +$8.84M | 0.02% | 861 |
|
|
2023
Q1 | $51.4M | Buy |
445,105
+267,842
| +151% | +$30.9M | 0.01% | 947 |
|
|
2022
Q4 | $19.3M | Buy |
177,263
+42,025
| +31% | +$4.58M | 0.01% | 1393 |
|
|
2022
Q3 | $11.1M | Sell |
135,238
-20,856
| -13% | -$1.72M | ﹤0.01% | 1721 |
|
|
2022
Q2 | $14.6M | Sell |
156,094
-109,486
| -41% | -$10.2M | ﹤0.01% | 1574 |
|
|
2022
Q1 | $29.6M | Sell |
265,580
-406,032
| -60% | -$45.2M | 0.01% | 1259 |
|
|
2021
Q4 | $91.2M | Buy |
671,612
+111,315
| +20% | +$15.1M | 0.02% | 835 |
|
|
2021
Q3 | $74.9M | Buy |
560,297
+87,537
| +19% | +$11.7M | 0.02% | 898 |
|
|
2021
Q2 | $66.6M | Buy |
472,760
+36,553
| +8% | +$5.15M | 0.02% | 969 |
|
|
2021
Q1 | $57.5M | Buy |
436,207
+145,864
| +50% | +$19.2M | 0.02% | 1002 |
|
|
2020
Q4 | $31.8M | Buy |
290,343
+9,460
| +3% | +$1.04M | 0.01% | 1201 |
|
|
2020
Q3 | $18.4M | Sell |
280,883
-32,038
| -10% | -$2.1M | 0.01% | 1346 |
|
|
2020
Q2 | $18.4M | Buy |
312,921
+111,096
| +55% | +$6.55M | 0.01% | 1311 |
|
|
2020
Q1 | $9.3M | Buy |
201,825
+96,401
| +91% | +$4.44M | ﹤0.01% | 1563 |
|
|
2019
Q4 | $7.88M | Sell |
105,424
-140,121
| -57% | -$10.5M | ﹤0.01% | 1900 |
|
|
2019
Q3 | $19.7M | Sell |
245,545
-529,259
| -68% | -$42.4M | 0.01% | 1418 |
|
|
2019
Q2 | $68.6M | Sell |
774,804
-45,045
| -5% | -$3.99M | 0.02% | 861 |
|
|
2019
Q1 | $74.6M | Buy |
819,849
+30,171
| +4% | +$2.75M | 0.03% | 641 |
|
|
2018
Q4 | $56.5M | Sell |
789,678
-75,184
| -9% | -$5.38M | 0.02% | 715 |
|
|
2018
Q3 | $87M | Buy |
864,862
+9,682
| +1% | +$974K | 0.03% | 609 |
|
|
2018
Q2 | $90.2M | Buy |
855,180
+92,170
| +12% | +$9.72M | 0.03% | 577 |
|
|
2018
Q1 | $66.5M | Buy |
763,010
+34,898
| +5% | +$3.04M | 0.02% | 620 |
|
|
2017
Q4 | $65.5M | Sell |
728,112
-80,252
| -10% | -$7.22M | 0.02% | 639 |
|
|
2017
Q3 | $64.9M | Buy |
808,364
+55,881
| +7% | +$4.48M | 0.02% | 655 |
|
|
2017
Q2 | $53.1M | Buy |
752,483
+39,413
| +6% | +$2.78M | 0.02% | 759 |
|
|
2017
Q1 | $55.5M | Buy |
713,070
+636,110
| +827% | +$49.6M | 0.02% | 743 |
|
|
2016
Q4 | $5.29M | Buy |
76,960
+551
| +0.7% | +$37.9K | ﹤0.01% | 1947 |
|
|
2016
Q3 | $3.94M | Sell |
76,409
-7,259
| -9% | -$374K | ﹤0.01% | 2132 |
|
|
2016
Q2 | $3.7M | Sell |
83,668
-588,305
| -88% | -$26M | ﹤0.01% | 2120 |
|
|
2016
Q1 | $34.8M | Sell |
671,973
-29,882
| -4% | -$1.55M | 0.01% | 901 |
|
|
2015
Q4 | $38M | Sell |
701,855
-89,650
| -11% | -$4.85M | 0.02% | 876 |
|
|
2015
Q3 | $39.8M | Buy |
791,505
+92
| +0% | +$4.62K | 0.02% | 846 |
|
|
2015
Q2 | $42.7M | Sell |
791,413
-53,607
| -6% | -$2.89M | 0.02% | 874 |
|
|
2015
Q1 | $43.7M | Buy |
845,020
+8,873
| +1% | +$458K | 0.02% | 862 |
|
|
2014
Q4 | $43.8M | Sell |
836,147
-7,330
| -0.9% | -$384K | 0.02% | 856 |
|
|
2014
Q3 | $39.6M | Buy |
843,477
+13,615
| +2% | +$640K | 0.02% | 906 |
|
|
2014
Q2 | $47.8M | Sell |
829,862
-66,961
| -7% | -$3.86M | 0.02% | 821 |
|
|
2014
Q1 | $49.5M | Buy |
896,823
+19,093
| +2% | +$1.05M | 0.02% | 784 |
|
|
2013
Q4 | $52.5M | Sell |
877,730
-11,112
| -1% | -$664K | 0.02% | 774 |
|
|
2013
Q3 | $43.8M | Buy |
888,842
+38,535
| +5% | +$1.9M | 0.02% | 825 |
|
|
2013
Q2 | $33.4M | Buy |
+850,307
| New | +$33.4M | 0.02% | 900 |
|