Lazard Asset Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,219
| Closed | -$3.64M | – | 2364 |
|
|
2025
Q1 | $3.64M | Sell |
18,219
-74
| -0.4% | -$18.4K | 0.01% | 782 |
|
|
2024
Q4 | $5.07M | Sell |
18,293
-7,400
| -29% | -$2.1M | 0.01% | 642 |
|
|
2024
Q3 | $6.51M | Sell |
25,693
-9,761
| -28% | -$2.32M | 0.01% | 566 |
|
|
2024
Q2 | $7.39M | Sell |
35,454
-1,502
| -4% | -$292K | 0.01% | 581 |
|
|
2024
Q1 | $7.12M | Sell |
36,956
-66,726
| -64% | -$12.1M | 0.01% | 616 |
|
|
2023
Q4 | $17.7M | Sell |
103,682
-1,048
| -1% | -$152K | 0.02% | 420 |
|
|
2023
Q3 | $14.4M | Buy |
+104,730
| New | +$14.2M | 0.02% | 466 |
|
|
2023
Q2 | – | Sell |
-318
| Closed | -$36K | – | 2362 |
|
|
2023
Q1 | $36K | Sell |
318
-4,089
| -93% | -$508K | ﹤0.01% | 1892 |
|
|
2022
Q4 | $480K | Buy |
4,407
+3,378
| +328% | +$353K | ﹤0.01% | 1132 |
|
|
2022
Q3 | $84K | Buy |
1,029
+307
| +43% | +$29K | ﹤0.01% | 1551 |
|
|
2022
Q2 | $67K | Sell |
722
-12
| -2% | -$1.28K | ﹤0.01% | 1679 |
|
|
2022
Q1 | $81K | Buy |
734
+701
| +2,124% | +$86.2K | ﹤0.01% | 1495 |
|
|
2021
Q4 | $4K | Sell |
33
-145
| -81% | -$21.1K | ﹤0.01% | 2181 |
|
|
2021
Q3 | $23K | Sell |
178
-19
| -10% | -$2.58K | ﹤0.01% | 1997 |
|
|
2021
Q2 | $27K | Hold |
197
| – | – | ﹤0.01% | 1803 |
|
|
2021
Q1 | $25K | Buy |
+197
| New | +$24.1K | ﹤0.01% | 1701 |
|
|
2020
Q2 | – | Sell |
-173,029
| Closed | -$7.97M | – | 1654 |
|
|
2020
Q1 | $7.97M | Buy |
173,029
+18,091
| +12% | +$1.21M | 0.01% | 463 |
|
|
2019
Q4 | $11.6M | Buy |
154,938
+798
| +0.5% | +$60.8K | 0.02% | 432 |
|
|
2019
Q3 | $12.3M | Buy |
154,140
+78,402
| +104% | +$6.5M | 0.02% | 412 |
|
|
2019
Q2 | $6.71M | Sell |
75,738
-27,429
| -27% | -$2.44M | 0.01% | 537 |
|
|
2019
Q1 | $9.39M | Buy |
103,167
+46,672
| +83% | +$4.1M | 0.02% | 461 |
|
|
2018
Q4 | $4.04M | Buy |
56,495
+747
| +1% | +$61.3K | 0.01% | 573 |
|
|
2018
Q3 | $5.61M | Buy |
55,748
+54,523
| +4,451% | +$5.88M | 0.01% | 553 |
|
|
2018
Q2 | $129K | Sell |
1,225
-52,282
| -98% | -$5.39M | ﹤0.01% | 884 |
|
|
2018
Q1 | $4.66M | Buy |
53,507
+53,447
| +89,078% | +$5.03M | 0.01% | 556 |
|
|
2017
Q4 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 1009 |
|
|
2017
Q2 | – | Sell |
-34,298
| Closed | -$2.67M | – | 1016 |
|
|
2017
Q1 | $2.67M | Buy |
+34,298
| New | +$2.66M | 0.01% | 628 |
|
Other funds holding EVR
