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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172M | Sell |
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|
2025
Q1 | $142M | Buy |
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|
2024
Q4 | $144M | Sell |
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|
2024
Q3 | $137M | Sell |
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|
2024
Q2 | $115M | Sell |
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|
2024
Q1 | $114M | Sell |
|
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|
2023
Q4 | $226M | Buy |
|
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|
2023
Q3 | $96.5M | Buy |
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|
2023
Q2 | $83.5M | Sell |
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|
2023
Q1 | $80.5M | Sell |
|
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|
2022
Q4 | $78.1M | Buy |
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|
2022
Q3 | $52.3M | Buy |
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|
2022
Q2 | $53.9M | Sell |
|
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|
2022
Q1 | $79.3M | Sell |
|
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|
2021
Q4 | $105M | Buy |
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|
2021
Q3 | $101M | Sell |
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|
2021
Q2 | $117M | Buy |
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|
2021
Q1 | $96.8M | Buy |
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|
2020
Q4 | $46.5M | Buy |
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|
2020
Q3 | $6.69M | Sell |
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|
2020
Q2 | $18.4M | Buy |
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|
2020
Q1 | $3.72M | Sell |
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|
2019
Q4 | $6.77M | Buy |
|
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|
2019
Q3 | $4M | Buy |
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|
2019
Q2 | $4.36M | Buy |
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|
2019
Q1 | $3.81M | Sell |
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|
2018
Q4 | $4.02M | Sell |
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|
2018
Q3 | $22.5M | Sell |
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|
2018
Q2 | $33.5M | Sell |
|
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|
2018
Q1 | $43.3M | Buy |
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|
2017
Q4 | $33.2M | Buy |
|
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|
2017
Q3 | $13.7M | Sell |
|
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|
2017
Q2 | $14.1M | Sell |
|
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|
2017
Q1 | $26.3M | Buy |
|
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|
2016
Q4 | $20.3M | Sell |
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|
2016
Q3 | $26.4M | Buy |
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|
2016
Q2 | $21.3M | Buy |
|
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|
2016
Q1 | $21.4M | Sell |
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|
2015
Q4 | $23.4M | Sell |
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|
2015
Q3 | $22M | Sell |
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|
2015
Q2 | $27.2M | Sell |
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|
2015
Q1 | $33.3M | Buy |
|
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|
2014
Q4 | $15.6M | Sell |
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|
2014
Q3 | $17.7M | Buy |
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|
2014
Q2 | $21.1M | Sell |
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|
2014
Q1 | $24.7M | Buy |
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|
2013
Q4 | $19.2M | Sell |
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|
2013
Q3 | $16.6M | Buy |
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|
2013
Q2 | $8.61M | Buy |
|