Lord, Abbett & Co’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.9M Buy
129,346
+5,777
+5% +$1.56M 0.11% 206
2025
Q1
$24.7M Sell
123,569
-631,449
-84% -$126M 0.09% 264
2024
Q4
$209M Sell
755,018
-167,960
-18% -$46.6M 0.66% 32
2024
Q3
$234M Buy
922,978
+284,336
+45% +$72M 0.74% 24
2024
Q2
$133M Buy
638,642
+266,226
+71% +$55.5M 0.44% 58
2024
Q1
$71.7M Buy
372,416
+365,963
+5,671% +$70.5M 0.23% 130
2023
Q4
$1.1M Buy
6,453
+387
+6% +$66.2K ﹤0.01% 504
2023
Q3
$837K Buy
6,066
+179
+3% +$24.7K ﹤0.01% 521
2023
Q2
$728K Buy
5,887
+613
+12% +$75.8K ﹤0.01% 528
2023
Q1
$609K Sell
5,274
-155,286
-97% -$17.9M ﹤0.01% 526
2022
Q4
$17.5M Buy
160,560
+34,590
+27% +$3.77M 0.06% 366
2022
Q3
$10.4M Sell
125,970
-3,340
-3% -$275K 0.04% 400
2022
Q2
$12.1M Sell
129,310
-180,943
-58% -$16.9M 0.04% 381
2022
Q1
$34.5M Sell
310,253
-768,500
-71% -$85.5M 0.09% 284
2021
Q4
$147M Buy
1,078,753
+583,769
+118% +$79.3M 0.33% 88
2021
Q3
$66.2M Buy
494,984
+76,763
+18% +$10.3M 0.16% 199
2021
Q2
$58.9M Buy
+418,221
New +$58.9M 0.14% 223
2019
Q4
Sell
-140,018
Closed -$11.2M 687
2019
Q3
$11.2M Sell
140,018
-1,220
-0.9% -$97.7K 0.04% 506
2019
Q2
$12.5M Sell
141,238
-452
-0.3% -$40K 0.04% 514
2019
Q1
$12.9M Buy
141,690
+64,344
+83% +$5.86M 0.04% 513
2018
Q4
$5.54M Sell
77,346
-283,863
-79% -$20.3M 0.02% 635
2018
Q3
$36.3M Buy
361,209
+33,033
+10% +$3.32M 0.1% 340
2018
Q2
$34.6M Buy
328,176
+25,857
+9% +$2.73M 0.1% 320
2018
Q1
$26.4M Sell
302,319
-24,751
-8% -$2.16M 0.08% 392
2017
Q4
$29.4M Sell
327,070
-103,145
-24% -$9.28M 0.08% 370
2017
Q3
$34.5M Sell
430,215
-89,159
-17% -$7.16M 0.1% 326
2017
Q2
$36.6M Sell
519,374
-170,806
-25% -$12M 0.11% 293
2017
Q1
$53.8M Sell
690,180
-151,248
-18% -$11.8M 0.16% 200
2016
Q4
$57.8M Buy
+841,428
New +$57.8M 0.18% 176
2016
Q1
Sell
-888,647
Closed -$48M 894
2015
Q4
$48M Buy
888,647
+166,416
+23% +$9M 0.14% 212
2015
Q3
$36.3M Buy
+722,231
New +$36.3M 0.11% 289
2015
Q2
Sell
-225,581
Closed -$11.7M 942
2015
Q1
$11.7M Sell
225,581
-268,292
-54% -$13.9M 0.03% 598
2014
Q4
$25.9M Sell
493,873
-211,241
-30% -$11.1M 0.07% 410
2014
Q3
$33.1M Sell
705,114
-376,031
-35% -$17.7M 0.08% 339
2014
Q2
$62.3M Sell
1,081,145
-84,653
-7% -$4.88M 0.14% 198
2014
Q1
$64.4M Buy
1,165,798
+5,966
+0.5% +$330K 0.15% 199
2013
Q4
$69.3M Buy
1,159,832
+132,587
+13% +$7.93M 0.15% 182
2013
Q3
$50.6M Buy
1,027,245
+570,025
+125% +$28.1M 0.12% 247
2013
Q2
$18M Buy
+457,220
New +$18M 0.04% 527