Mitsubishi UFJ Trust & Banking’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.01M | Buy |
16,789
+12,015
| +252% | +$3.93M | 0.01% | 647 |
|
|
2025
Q4 | $1.62M | Sell |
4,774
-7,666
| -62% | -$2.46M | ﹤0.01% | 831 |
|
|
2025
Q3 | $4.2M | Buy |
12,440
+134
| +1% | +$42K | 0.01% | 709 |
|
|
2025
Q2 | $3.32M | Buy |
12,306
+438
| +4% | +$96.3K | 0.01% | 736 |
|
|
2025
Q1 | $2.37M | Buy |
11,868
+2,055
| +21% | +$512K | 0.01% | 783 |
|
|
2024
Q4 | $2.72M | Sell |
9,813
-5,818
| -37% | -$1.65M | 0.01% | 785 |
|
|
2024
Q3 | $3.96M | Sell |
15,631
-1,005
| -6% | -$239K | 0.01% | 749 |
|
|
2024
Q2 | $3.47M | Buy |
16,636
+2,905
| +21% | +$565K | 0.01% | 732 |
|
|
2024
Q1 | $2.6M | Sell |
13,731
-119
| -0.9% | -$21.5K | 0.01% | 759 |
|
|
2023
Q4 | $2.37M | Sell |
13,850
-2,879
| -17% | -$417K | 0.01% | 765 |
|
|
2023
Q3 | $2.31M | Sell |
16,729
-5,312
| -24% | -$721K | 0.01% | 770 |
|
|
2023
Q2 | $2.72M | Buy |
22,041
+1,359
| +7% | +$156K | 0.01% | 755 |
|
|
2023
Q1 | $2.39M | Buy |
20,682
+1,260
| +6% | +$157K | 0.01% | 757 |
|
|
2022
Q4 | $2.12M | Sell |
19,422
-2,461
| -11% | -$257K | 0.01% | 765 |
|
|
2022
Q3 | $1.8M | Buy |
21,883
+4,219
| +24% | +$399K | 0.01% | 771 |
|
|
2022
Q2 | $1.65M | Buy |
17,664
+6,245
| +55% | +$665K | ﹤0.01% | 791 |
|
|
2022
Q1 | $1.27M | Buy |
11,419
+4,558
| +66% | +$561K | ﹤0.01% | 856 |
|
|
2021
Q4 | $932K | Sell |
6,861
-185
| -3% | -$27K | ﹤0.01% | 936 |
|
|
2021
Q3 | $942K | Hold |
7,046
| – | – | ﹤0.01% | 942 |
|
|
2021
Q2 | $948K | Sell |
7,046
-395
| -5% | -$55.2K | ﹤0.01% | 945 |
|
|
2021
Q1 | $816K | Buy |
7,441
+38
| +0.5% | +$4.64K | ﹤0.01% | 912 |
|
|
2020
Q4 | $812K | Hold |
7,403
| – | – | ﹤0.01% | 970 |
|
|
2020
Q3 | $485K | Hold |
7,403
| – | – | ﹤0.01% | 1024 |
|
|
2020
Q2 | $436K | Buy |
7,403
+2,500
| +51% | +$136K | ﹤0.01% | 1025 |
|
|
2020
Q1 | $226K | Hold |
4,903
| – | – | ﹤0.01% | 1119 |
|
|
2019
Q4 | $367K | Buy |
4,903
+3,400
| +226% | +$259K | ﹤0.01% | 1132 |
|
|
2019
Q3 | $120K | Buy |
+1,503
| New | +$125K | ﹤0.01% | 1245 |
|
Other funds holding EVR
VPM
VCM
