James Investment Research’s Evercore EVR Stock Holding History

James Investment Research’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	$1.83M	Hold	6,773	–	–	0.22%	107
2025 Q1	$1.35M	Hold	6,773	–	–	0.17%	123
2024 Q4	$1.88M	Sell	6,773 -1	-0%	-$277	0.22%	103
2024 Q3	$1.72M	Hold	6,774	–	–	0.2%	114
2024 Q2	$1.41M	Sell	6,774 -3	-0%	-$625	0.17%	123
2024 Q1	$1.31M	Buy	6,777 +3	+0%	+$578	0.16%	127
2023 Q4	$1.16M	Hold	6,774	–	–	0.15%	140
2023 Q3	$934K	Hold	6,774	–	–	0.12%	145
2023 Q2	$837K	Hold	6,774	–	–	0.11%	144
2023 Q1	$782K	Sell	6,774 -820	-11%	-$94.7K	0.1%	148
2022 Q4	$828K	Hold	7,594	–	–	0.12%	137
2022 Q3	$625K	Hold	7,594	–	–	0.09%	160
2022 Q2	$711K	Buy	7,594 +25	+0.3%	+$2.34K	0.1%	147
2022 Q1	$843K	Sell	7,569 -1,281	-14%	-$143K	0.09%	160
2021 Q4	$1.2M	Sell	8,850 -1,500	-14%	-$204K	0.11%	151
2021 Q3	$1.38M	Hold	10,350	–	–	0.13%	133
2021 Q2	$1.46M	Sell	10,350 -3,170	-23%	-$446K	0.12%	136
2021 Q1	$1.78M	Hold	13,520	–	–	0.16%	127
2020 Q4	$1.48M	Hold	13,520	–	–	0.13%	139
2020 Q3	$885K	Buy	13,520 +7,960	+143%	+$521K	0.08%	168
2020 Q2	$328K	Buy	5,560 +3,510	+171%	+$207K	0.03%	223
2020 Q1	$94K	Sell	2,050 -1,320	-39%	-$60.5K	0.01%	266
2019 Q4	$252K	Sell	3,370 -1,100	-25%	-$82.3K	0.02%	272
2019 Q3	$358K	Sell	4,470 -2,455	-35%	-$197K	0.03%	251
2019 Q2	$613K	Sell	6,925 -6,252	-47%	-$553K	0.04%	219
2019 Q1	$1.2M	Buy	13,177 +5,355	+68%	+$487K	0.08%	183
2018 Q4	$560K	Sell	7,822 -23,025	-75%	-$1.65M	0.03%	450
2018 Q3	$3.1M	Buy	30,847 +3,892	+14%	+$391K	0.13%	154
2018 Q2	$2.84M	Sell	26,955 -965	-3%	-$102K	0.11%	189
2018 Q1	$2.44M	Buy	27,920 +3,285	+13%	+$286K	0.09%	216
2017 Q4	$2.22M	Buy	24,635 +1,100	+5%	+$99K	0.08%	240
2017 Q3	$1.89M	Buy	23,535 +5,500	+30%	+$441K	0.06%	271
2017 Q2	$1.27M	Buy	18,035 +16,285	+931%	+$1.15M	0.04%	343
2017 Q1	$136K	Buy	+1,750	New	+$136K	﹤0.01%	464