Massachusetts Financial Services’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Sell |
81,959
-609,041
| -88% | -$164M | 0.01% | 601 |
|
|
2025
Q1 | $138M | Sell |
691,000
-83,470
| -11% | -$16.7M | 0.05% | 335 |
|
|
2024
Q4 | $215M | Sell |
774,470
-133,297
| -15% | -$36.9M | 0.07% | 261 |
|
|
2024
Q3 | $230M | Sell |
907,767
-133,013
| -13% | -$33.7M | 0.07% | 249 |
|
|
2024
Q2 | $217M | Sell |
1,040,780
-10,581
| -1% | -$2.21M | 0.07% | 250 |
|
|
2024
Q1 | $202M | Sell |
1,051,361
-7,164
| -0.7% | -$1.38M | 0.06% | 269 |
|
|
2023
Q4 | $181M | Sell |
1,058,525
-12,390
| -1% | -$2.12M | 0.06% | 277 |
|
|
2023
Q3 | $148M | Buy |
1,070,915
+1,347
| +0.1% | +$186K | 0.05% | 290 |
|
|
2023
Q2 | $132M | Buy |
1,069,568
+191,293
| +22% | +$23.6M | 0.04% | 321 |
|
|
2023
Q1 | $101M | Buy |
878,275
+7,331
| +0.8% | +$846K | 0.03% | 350 |
|
|
2022
Q4 | $95M | Buy |
870,944
+769,634
| +760% | +$84M | 0.03% | 363 |
|
|
2022
Q3 | $8.33M | Buy |
+101,310
| New | +$8.33M | ﹤0.01% | 624 |
|
|
2022
Q2 | – | Sell |
-69,179
| Closed | -$7.7M | – | 861 |
|
|
2022
Q1 | $7.7M | Sell |
69,179
-4,094
| -6% | -$456K | ﹤0.01% | 655 |
|
|
2021
Q4 | $9.95M | Sell |
73,273
-15,970
| -18% | -$2.17M | ﹤0.01% | 660 |
|
|
2021
Q3 | $11.9M | Sell |
89,243
-5,777
| -6% | -$772K | ﹤0.01% | 659 |
|
|
2021
Q2 | $13.4M | Sell |
95,020
-5,785
| -6% | -$814K | ﹤0.01% | 648 |
|
|
2021
Q1 | $13.3M | Buy |
100,805
+41,129
| +69% | +$5.42M | ﹤0.01% | 640 |
|
|
2020
Q4 | $6.54M | Buy |
59,676
+54,814
| +1,127% | +$6.01M | ﹤0.01% | 662 |
|
|
2020
Q3 | $318K | Buy |
+4,862
| New | +$318K | ﹤0.01% | 843 |
|
|
2015
Q2 | – | Sell |
-998,969
| Closed | -$51.6M | – | 889 |
|
|
2015
Q1 | $51.6M | Buy |
998,969
+101,592
| +11% | +$5.25M | 0.03% | 344 |
|
|
2014
Q4 | $47M | Buy |
897,377
+572,378
| +176% | +$30M | 0.02% | 347 |
|
|
2014
Q3 | $15.3M | Sell |
324,999
-313,790
| -49% | -$14.7M | 0.01% | 584 |
|
|
2014
Q2 | $36.8M | Buy |
638,789
+56,929
| +10% | +$3.28M | 0.02% | 411 |
|
|
2014
Q1 | $32.1M | Buy |
581,860
+30,250
| +5% | +$1.67M | 0.02% | 423 |
|
|
2013
Q4 | $33M | Buy |
551,610
+40,850
| +8% | +$2.44M | 0.02% | 405 |
|
|
2013
Q3 | $25.1M | Buy |
510,760
+150,380
| +42% | +$7.4M | 0.02% | 433 |
|
|
2013
Q2 | $14.2M | Buy |
+360,380
| New | +$14.2M | 0.01% | 489 |
|