Morgan Stanley’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 | $274M | Buy |
917,801
+231,198
| +34% | +$75.7M | 0.02% | 789 |
|
|
2025
Q4 | $234M | Buy |
686,603
+66,527
| +11% | +$21.4M | 0.01% | 859 |
|
|
2025
Q3 | $209M | Sell |
620,076
-17,495
| -3% | -$5.48M | 0.01% | 905 |
|
|
2025
Q2 | $172M | Sell |
637,571
-71,782
| -10% | -$15.8M | 0.01% | 954 |
|
|
2025
Q1 | $142M | Buy |
709,353
+190,535
| +37% | +$47.5M | 0.01% | 1029 |
|
|
2024
Q4 | $144M | Sell |
518,818
-21,174
| -4% | -$6M | 0.01% | 1004 |
|
|
2024
Q3 | $137M | Sell |
539,992
-11,549
| -2% | -$2.75M | 0.01% | 1035 |
|
|
2024
Q2 | $115M | Sell |
551,541
-40,753
| -7% | -$7.93M | 0.01% | 1089 |
|
|
2024
Q1 | $114M | Sell |
592,294
-726,990
| -55% | -$132M | 0.01% | 1093 |
|
|
2023
Q4 | $226M | Buy |
1,319,284
+619,428
| +89% | +$89.7M | 0.01% | 1079 |
|
|
2023
Q3 | $96.5M | Buy |
699,856
+23,967
| +4% | +$3.25M | 0.01% | 1081 |
|
|
2023
Q2 | $83.5M | Sell |
675,889
-21,522
| -3% | -$2.48M | 0.01% | 1195 |
|
|
2023
Q1 | $80.5M | Sell |
697,411
-18,235
| -3% | -$2.27M | 0.01% | 1193 |
|
|
2022
Q4 | $78.1M | Buy |
715,646
+80,332
| +13% | +$8.38M | 0.01% | 1189 |
|
|
2022
Q3 | $52.3M | Buy |
635,314
+59,222
| +10% | +$5.6M | 0.01% | 1281 |
|
|
2022
Q2 | $53.9M | Sell |
576,092
-136,202
| -19% | -$14.5M | 0.01% | 1314 |
|
|
2022
Q1 | $79.3M | Sell |
712,294
-57,637
| -7% | -$7.09M | 0.01% | 1012 |
|
|
2021
Q4 | $105M | Buy |
769,931
+15,442
| +2% | +$2.25M | 0.01% | 865 |
|
|
2021
Q3 | $101M | Sell |
754,489
-80,048
| -10% | -$10.9M | 0.01% | 843 |
|
|
2021
Q2 | $117M | Buy |
834,537
+99,579
| +14% | +$13.9M | 0.02% | 770 |
|
|
2021
Q1 | $96.8M | Buy |
734,958
+310,754
| +73% | +$37.9M | 0.01% | 779 |
|
|
2020
Q4 | $46.5M | Buy |
424,204
+322,011
| +315% | +$28.7M | 0.01% | 1150 |
|
|
2020
Q3 | $6.69M | Sell |
102,193
-209,874
| -67% | -$12.7M | ﹤0.01% | 2425 |
|
|
2020
Q2 | $18.4M | Buy |
312,067
+231,350
| +287% | +$12.6M | ﹤0.01% | 1470 |
|
|
2020
Q1 | $3.72M | Sell |
80,717
-9,828
| -11% | -$658K | ﹤0.01% | 2741 |
|
|
2019
Q4 | $6.77M | Buy |
90,545
+40,535
| +81% | +$3.09M | ﹤0.01% | 2851 |
|
|
2019
Q3 | $4M | Buy |
50,010
+761
| +2% | +$63.1K | ﹤0.01% | 3110 |
|
|
2019
Q2 | $4.36M | Buy |
49,249
+7,338
| +18% | +$653K | ﹤0.01% | 3049 |
|
|
2019
Q1 | $3.81M | Sell |
41,911
-14,300
| -25% | -$1.26M | ﹤0.01% | 2971 |
|
|
2018
Q4 | $4.02M | Sell |
56,211
-167,207
| -75% | -$13.7M | ﹤0.01% | 3140 |
|
|
2018
Q3 | $22.5M | Sell |
223,418
-94,187
| -30% | -$10.1M | 0.01% | 1581 |
|
|
2018
Q2 | $33.5M | Sell |
317,605
-179,162
| -36% | -$18.5M | 0.01% | 1167 |
|
|
2018
Q1 | $43.3M | Buy |
496,767
+127,987
| +35% | +$12.1M | 0.01% | 1012 |
|
|
2017
Q4 | $33.2M | Buy |
368,780
+197,762
| +116% | +$16.5M | 0.01% | 1253 |
|
|
2017
Q3 | $13.7M | Sell |
171,018
-28,921
| -14% | -$2.17M | ﹤0.01% | 1957 |
|
|
2017
Q2 | $14.1M | Sell |
199,939
-138,070
| -41% | -$10M | ﹤0.01% | 1833 |
|
|
2017
Q1 | $26.3M | Buy |
338,009
+42,235
| +14% | +$3.28M | 0.01% | 1336 |
|
|
2016
Q4 | $20.3M | Sell |
295,774
-217,382
| -42% | -$13.4M | 0.01% | 1522 |
|
|
2016
Q3 | $26.4M | Buy |
513,156
+32,299
| +7% | +$1.62M | 0.01% | 1257 |
|
|
2016
Q2 | $21.3M | Buy |
480,857
+66,567
| +16% | +$3.31M | 0.01% | 1377 |
|
|
2016
Q1 | $21.4M | Sell |
414,290
-19,239
| -4% | -$919K | 0.01% | 1261 |
|
|
2015
Q4 | $23.4M | Sell |
433,529
-4,235
| -1% | -$229K | 0.01% | 1279 |
|
|
2015
Q3 | $22M | Sell |
437,764
-66,075
| -13% | -$3.62M | 0.01% | 1306 |
|
|
2015
Q2 | $27.2M | Sell |
503,839
-141,360
| -22% | -$7.21M | 0.01% | 1249 |
|
|
2015
Q1 | $33.3M | Buy |
645,199
+348,000
| +117% | +$17.7M | 0.01% | 1084 |
|
|
2014
Q4 | $15.6M | Sell |
297,199
-80,225
| -21% | -$4.02M | 0.01% | 1678 |
|
|
2014
Q3 | $17.7M | Buy |
377,424
+11,416
| +3% | +$591K | 0.01% | 1528 |
|
|
2014
Q2 | $21.1M | Sell |
366,008
-80,739
| -18% | -$4.43M | 0.01% | 1396 |
|
|
2014
Q1 | $24.7M | Buy |
446,747
+125,514
| +39% | +$7.18M | 0.01% | 1205 |
|
|
2013
Q4 | $19.2M | Sell |
321,233
-15,669
| -5% | -$834K | 0.01% | 1381 |
|
|
2013
Q3 | $16.6M | Buy |
336,902
+117,664
| +54% | +$5.41M | 0.01% | 1368 |
|
|
2013
Q2 | $8.61M | Buy |
+219,238
| New | +$8.5M | ﹤0.01% | 1817 |
|
Other funds holding EVR
VPM
VCM
