Morse Asset Management’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 | $11.5M | Sell |
38,455
-219
| -0.6% | -$71.7K | 2.39% | 8 |
|
|
2025
Q4 | $13.2M | Buy |
38,674
+64
| +0.2% | +$20.6K | 2.63% | 7 |
|
|
2025
Q3 | $13M | Sell |
38,610
-576
| -1% | -$180K | 2.6% | 7 |
|
|
2025
Q2 | $10.6M | Sell |
39,186
-2,724
| -6% | -$599K | 2.32% | 6 |
|
|
2025
Q1 | $8.37M | Buy |
41,910
+4,856
| +13% | +$1.21M | 2.11% | 12 |
|
|
2024
Q4 | $10.3M | Buy |
37,054
+254
| +0.7% | +$72K | 2.35% | 8 |
|
|
2024
Q3 | $9.32M | Buy |
36,800
+1,271
| +4% | +$303K | 2.01% | 11 |
|
|
2024
Q2 | $7.41M | Buy |
35,529
+5,046
| +17% | +$982K | 1.8% | 17 |
|
|
2024
Q1 | $5.87M | Buy |
30,483
+125
| +0.4% | +$22.6K | 1.5% | 20 |
|
|
2023
Q4 | $5.19M | Buy |
30,358
+1,388
| +5% | +$201K | 1.53% | 24 |
|
|
2023
Q3 | $3.99M | Buy |
28,970
+290
| +1% | +$39.4K | 1.26% | 25 |
|
|
2023
Q2 | $3.54M | Buy |
28,680
+426
| +2% | +$49K | 1.08% | 32 |
|
|
2023
Q1 | $3.26M | Buy |
28,254
+1,755
| +7% | +$218K | 1.1% | 32 |
|
|
2022
Q4 | $2.89M | Buy |
26,499
+106
| +0.4% | +$11.1K | 1.05% | 29 |
|
|
2022
Q3 | $2.17M | Sell |
26,393
-141
| -0.5% | -$13.3K | 0.82% | 39 |
|
|
2022
Q2 | $2.48M | Buy |
26,534
+14
| +0.1% | +$1.49K | 0.8% | 40 |
|
|
2022
Q1 | $2.95M | Sell |
26,520
-9,318
| -26% | -$1.15M | 0.73% | 41 |
|
|
2021
Q4 | $4.87M | Buy |
35,838
+3,793
| +12% | +$553K | 1.09% | 27 |
|
|
2021
Q3 | $4.28M | Buy |
32,045
+1,880
| +6% | +$255K | 1.02% | 25 |
|
|
2021
Q2 | $4.25M | Sell |
30,165
-220
| -0.7% | -$30.8K | 1.03% | 23 |
|
|
2021
Q1 | $4M | Sell |
30,385
-1,595
| -5% | -$195K | 1.03% | 27 |
|
|
2020
Q4 | $3.51M | Buy |
31,980
+3,950
| +14% | +$352K | 0.97% | 29 |
|
|
2020
Q3 | $1.83M | Hold |
28,030
| – | – | 0.59% | 45 |
|
|
2020
Q2 | $1.65M | Hold |
28,030
| – | – | 0.59% | 46 |
|
|
2020
Q1 | $1.29M | Hold |
28,030
| – | – | 0.62% | 45 |
|
|
2019
Q4 | $2.1M | Sell |
28,030
-1,400
| -5% | -$107K | 0.72% | 45 |
|
|
2019
Q3 | $2.36M | Hold |
29,430
| – | – | 0.88% | 31 |
|
|
2019
Q2 | $2.61M | Sell |
29,430
-100
| -0.3% | -$8.9K | 0.77% | 36 |
|
|
2019
Q1 | $2.69M | Sell |
29,530
-300
| -1% | -$26.3K | 0.81% | 35 |
|
|
2018
Q4 | $2.13M | Sell |
29,830
-200
| -0.7% | -$16.4K | 0.76% | 41 |
|
|
2018
Q3 | $3.02M | Hold |
30,030
| – | – | 0.8% | 41 |
|
|
2018
Q2 | $3.17M | Sell |
30,030
-1,000
| -3% | -$103K | 0.87% | 35 |
|
|
2018
Q1 | $2.71M | Sell |
31,030
-1,000
| -3% | -$94.2K | 0.75% | 44 |
|
|
2017
Q4 | $2.88M | Sell |
32,030
-800
| -2% | -$66.7K | 0.8% | 43 |
|
|
2017
Q3 | $2.63M | Sell |
32,830
-1,500
| -4% | -$113K | 0.79% | 45 |
|
|
2017
Q2 | $2.42M | Sell |
34,330
-1,000
| -3% | -$72.7K | 0.79% | 45 |
|
|
2017
Q1 | $2.75M | Buy |
+35,330
| New | +$2.74M | 0.94% | 37 |
|
Other funds holding EVR
VPM
VCM
