Mercer Global Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
4,167
+1,577
| +61% | +$426K | ﹤0.01% | 1128 |
|
|
2025
Q1 | $517K | Buy |
2,590
+293
| +13% | +$58.5K | ﹤0.01% | 1454 |
|
|
2024
Q4 | $637K | Sell |
2,297
-120
| -5% | -$33.3K | ﹤0.01% | 1318 |
|
|
2024
Q3 | $607K | Buy |
+2,417
| New | +$607K | ﹤0.01% | 1239 |
|
|
2024
Q2 | – | Sell |
-1,052
| Closed | -$203K | – | 1981 |
|
|
2024
Q1 | $203K | Buy |
+1,052
| New | +$203K | ﹤0.01% | 1778 |
|
|
2023
Q2 | – | Sell |
-3,523
| Closed | -$406K | – | 1954 |
|
|
2023
Q1 | $406K | Sell |
3,523
-129
| -4% | -$14.9K | ﹤0.01% | 1320 |
|
|
2022
Q4 | $398K | Buy |
+3,652
| New | +$398K | ﹤0.01% | 1330 |
|
|
2022
Q3 | – | Sell |
-5,174
| Closed | -$484K | – | 1856 |
|
|
2022
Q2 | $484K | Sell |
5,174
-1,602
| -24% | -$150K | ﹤0.01% | 1164 |
|
|
2022
Q1 | $754K | Sell |
6,776
-384
| -5% | -$42.7K | ﹤0.01% | 1023 |
|
|
2021
Q4 | $973K | Sell |
7,160
-666
| -9% | -$90.5K | 0.01% | 896 |
|
|
2021
Q3 | $1.05M | Buy |
7,826
+639
| +9% | +$85.4K | 0.01% | 840 |
|
|
2021
Q2 | $1.01M | Sell |
7,187
-933
| -11% | -$131K | 0.01% | 826 |
|
|
2021
Q1 | $1.07M | Buy |
+8,120
| New | +$1.07M | 0.01% | 758 |
|