Kayne Anderson Rudnick 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 | $270 | Buy |
+1
| New | +$270 | ﹤0.01% | 1046 |
|
2024
Q4 | – | Sell |
-19
| Closed | -$4.81K | – | 1003 |
|
2024
Q3 | $4.81K | Buy |
+19
| New | +$4.81K | ﹤0.01% | 731 |
|
2020
Q2 | – | Sell |
-46
| Closed | -$2K | – | 568 |
|
2020
Q1 | $2K | Buy |
46
+4
| +10% | +$174 | ﹤0.01% | 531 |
|
2019
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 517 |
|
2019
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 473 |
|
2019
Q2 | $4K | Buy |
+42
| New | +$4K | ﹤0.01% | 439 |
|