Macquarie Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $56.8M | Buy |
210,304
+16,551
| +9% | +$4.47M | 0.07% | 385 |
|
2025
Q1 | $38.7M | Sell |
193,753
-16,297
| -8% | -$3.25M | 0.05% | 474 |
|
2024
Q4 | $58.2M | Buy |
210,050
+3,189
| +2% | +$884K | 0.07% | 374 |
|
2024
Q3 | $52.4M | Buy |
206,861
+17,784
| +9% | +$4.51M | 0.06% | 434 |
|
2024
Q2 | $39.4M | Sell |
189,077
-20
| -0% | -$4.17K | 0.05% | 477 |
|
2024
Q1 | $36.4M | Sell |
189,097
-9,348
| -5% | -$1.8M | 0.04% | 520 |
|
2023
Q4 | $33.9M | Buy |
198,445
+2,560
| +1% | +$438K | 0.04% | 550 |
|
2023
Q3 | $27M | Buy |
195,885
+794
| +0.4% | +$109K | 0.03% | 574 |
|
2023
Q2 | $24.1M | Buy |
195,091
+28,711
| +17% | +$3.55M | 0.03% | 606 |
|
2023
Q1 | $19.2M | Buy |
166,380
+24,705
| +17% | +$2.85M | 0.02% | 669 |
|
2022
Q4 | $15.5M | Sell |
141,675
-9,773
| -6% | -$1.07M | 0.02% | 742 |
|
2022
Q3 | $12.5M | Buy |
151,448
+4,679
| +3% | +$387K | 0.02% | 784 |
|
2022
Q2 | $13.7M | Buy |
146,769
+288
| +0.2% | +$27K | 0.02% | 793 |
|
2022
Q1 | $16.3K | Buy |
146,481
+7,523
| +5% | +$837 | 0.01% | 816 |
|
2021
Q4 | $18.9M | Buy |
138,958
+114,728
| +473% | +$15.6M | 0.02% | 762 |
|
2021
Q3 | $3.24M | Hold |
24,230
| – | – | ﹤0.01% | 1230 |
|
2021
Q2 | $3.41M | Hold |
24,230
| – | – | ﹤0.01% | 1243 |
|
2021
Q1 | $3.19M | Buy |
24,230
+708
| +3% | +$93.3K | ﹤0.01% | 1032 |
|
2020
Q4 | $2.58M | Sell |
23,522
-7,185
| -23% | -$788K | ﹤0.01% | 1029 |
|
2020
Q3 | $2.01M | Sell |
30,707
-1,071
| -3% | -$70.1K | ﹤0.01% | 1036 |
|
2020
Q2 | $1.87M | Sell |
31,778
-14,293
| -31% | -$842K | ﹤0.01% | 1029 |
|
2020
Q1 | $2.12M | Buy |
46,071
+2,573
| +6% | +$119K | ﹤0.01% | 893 |
|
2019
Q4 | $3.25M | Buy |
43,498
+1,830
| +4% | +$137K | ﹤0.01% | 906 |
|
2019
Q3 | $3.34M | Buy |
41,668
+4,105
| +11% | +$329K | 0.01% | 870 |
|
2019
Q2 | $3.33M | Sell |
37,563
-175,596
| -82% | -$15.6M | 0.01% | 876 |
|
2019
Q1 | $19.4M | Sell |
213,159
-96,631
| -31% | -$8.79M | 0.03% | 470 |
|
2018
Q4 | $22.2M | Sell |
309,790
-50,305
| -14% | -$3.6M | 0.04% | 398 |
|
2018
Q3 | $36.2M | Sell |
360,095
-75,154
| -17% | -$7.56M | 0.06% | 338 |
|
2018
Q2 | $45.9M | Sell |
435,249
-58,925
| -12% | -$6.21M | 0.08% | 265 |
|
2018
Q1 | $43.1M | Buy |
494,174
+34,473
| +7% | +$3.01M | 0.08% | 264 |
|
2017
Q4 | $41.4M | Buy |
459,701
+9,744
| +2% | +$877K | 0.07% | 269 |
|
2017
Q3 | $36.1M | Buy |
449,957
+54,769
| +14% | +$4.4M | 0.06% | 301 |
|
2017
Q2 | $27.9M | Buy |
395,188
+35,188
| +10% | +$2.48M | 0.05% | 361 |
|
2017
Q1 | $28M | Sell |
360,000
-18,689
| -5% | -$1.46M | 0.05% | 359 |
|
2016
Q4 | $26M | Buy |
378,689
+10,174
| +3% | +$699K | 0.05% | 358 |
|
2016
Q3 | $19M | Sell |
368,515
-463,233
| -56% | -$23.9M | 0.04% | 434 |
|
2016
Q2 | $36.8M | Buy |
831,748
+488,807
| +143% | +$21.6M | 0.04% | 403 |
|
2016
Q1 | $17.7M | Buy |
342,941
+11,005
| +3% | +$570K | 0.04% | 390 |
|
2015
Q4 | $17.9M | Buy |
331,936
+56,880
| +21% | +$3.08M | 0.04% | 377 |
|
2015
Q3 | $13.8M | Buy |
275,056
+53,330
| +24% | +$2.68M | 0.03% | 429 |
|
2015
Q2 | $12M | Sell |
221,726
-100,892
| -31% | -$5.44M | 0.02% | 477 |
|
2015
Q1 | $16.7M | Buy |
322,618
+37,296
| +13% | +$1.93M | 0.03% | 425 |
|
2014
Q4 | $14.9M | Buy |
285,322
+21,903
| +8% | +$1.15M | 0.03% | 435 |
|
2014
Q3 | $12.4M | Buy |
263,419
+76,037
| +41% | +$3.57M | 0.03% | 453 |
|
2014
Q2 | $10.8M | Buy |
187,382
+118,768
| +173% | +$6.85M | 0.02% | 493 |
|
2014
Q1 | $3.79M | Buy |
68,614
+17,925
| +35% | +$990K | 0.01% | 768 |
|
2013
Q4 | $3.03M | Buy |
50,689
+4,750
| +10% | +$284K | 0.01% | 805 |
|
2013
Q3 | $2.26M | Sell |
45,939
-1,880
| -4% | -$92.6K | ﹤0.01% | 895 |
|
2013
Q2 | $1.88M | Buy |
+47,819
| New | +$1.88M | ﹤0.01% | 929 |
|