KeyBank National Association’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,462
| Closed | -$497K | – | 1258 |
|
|
2025
Q4 | $497K | Sell |
1,462
-684
| -32% | -$220K | ﹤0.01% | 813 |
|
|
2025
Q3 | $724K | Buy |
2,146
+12
| +0.6% | +$3.76K | ﹤0.01% | 655 |
|
|
2025
Q2 | $576K | Buy |
2,134
+634
| +42% | +$139K | ﹤0.01% | 719 |
|
|
2025
Q1 | $300K | Sell |
1,500
-708
| -32% | -$176K | ﹤0.01% | 968 |
|
|
2024
Q4 | $612K | Sell |
2,208
-437
| -17% | -$124K | ﹤0.01% | 712 |
|
|
2024
Q3 | $670K | Sell |
2,645
-1,500
| -36% | -$357K | ﹤0.01% | 677 |
|
|
2024
Q2 | $864K | Sell |
4,145
-442
| -10% | -$86K | ﹤0.01% | 571 |
|
|
2024
Q1 | $883K | Buy |
4,587
+211
| +5% | +$38.2K | ﹤0.01% | 569 |
|
|
2023
Q4 | $749K | Buy |
4,376
+605
| +16% | +$87.6K | ﹤0.01% | 602 |
|
|
2023
Q3 | $520K | Buy |
3,771
+1,400
| +59% | +$190K | ﹤0.01% | 677 |
|
|
2023
Q2 | $293K | Buy |
2,371
+122
| +5% | +$14K | ﹤0.01% | 896 |
|
|
2023
Q1 | $259K | Buy |
+2,249
| New | +$280K | ﹤0.01% | 931 |
|
|
2022
Q1 | – | Sell |
-5,229
| Closed | -$710K | – | 1088 |
|
|
2021
Q4 | $710K | Sell |
5,229
-3,956
| -43% | -$577K | ﹤0.01% | 700 |
|
|
2021
Q3 | $1.23M | Sell |
9,185
-165
| -2% | -$22.4K | 0.01% | 493 |
|
|
2021
Q2 | $1.32M | Sell |
9,350
-12,848
| -58% | -$1.8M | 0.01% | 471 |
|
|
2021
Q1 | $2.92M | Buy |
22,198
+3,986
| +22% | +$487K | 0.01% | 317 |
|
|
2020
Q4 | $2M | Sell |
18,212
-2,299
| -11% | -$205K | 0.01% | 363 |
|
|
2020
Q3 | $1.34M | Buy |
20,511
+2,798
| +16% | +$170K | 0.01% | 407 |
|
|
2020
Q2 | $1.04M | Buy |
17,713
+2,067
| +13% | +$112K | 0.01% | 448 |
|
|
2020
Q1 | $721K | Buy |
15,646
+4,946
| +46% | +$331K | ﹤0.01% | 521 |
|
|
2019
Q4 | $800K | Buy |
10,700
+1,974
| +23% | +$150K | ﹤0.01% | 600 |
|
|
2019
Q3 | $699K | Sell |
8,726
-6,416
| -42% | -$532K | ﹤0.01% | 608 |
|
|
2019
Q2 | $1.34M | Buy |
15,142
+5,144
| +51% | +$458K | 0.01% | 457 |
|
|
2019
Q1 | $910K | Buy |
+9,998
| New | +$878K | 0.01% | 549 |
|
|
2018
Q4 | – | Sell |
-8,901
| Closed | -$895K | – | 967 |
|
|
2018
Q3 | $895K | Sell |
8,901
-473
| -5% | -$51K | 0.01% | 592 |
|
|
2018
Q2 | $988K | Buy |
9,374
+859
| +10% | +$88.6K | 0.01% | 547 |
|
|
2018
Q1 | $743K | Buy |
+8,515
| New | +$802K | ﹤0.01% | 639 |
|
|
2016
Q2 | – | Sell |
-7,022
| Closed | -$363K | – | 1108 |
|
|
2016
Q1 | $363K | Buy |
+7,022
| New | +$336K | ﹤0.01% | 877 |
|
Other funds holding EVR
VPM
VCM
