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