Mutual of America Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.83M | Sell |
17,879
-342
| -2% | -$92.3K | 0.05% | 452 |
|
|
2025
Q1 | $3.64M | Sell |
18,221
-481
| -3% | -$96.1K | 0.04% | 565 |
|
|
2024
Q4 | $5.18M | Sell |
18,702
-568
| -3% | -$157K | 0.06% | 433 |
|
|
2024
Q3 | $4.88M | Sell |
19,270
-1,018
| -5% | -$258K | 0.05% | 476 |
|
|
2024
Q2 | $4.23M | Sell |
20,288
-363
| -2% | -$75.7K | 0.05% | 534 |
|
|
2024
Q1 | $3.98M | Sell |
20,651
-839
| -4% | -$162K | 0.04% | 594 |
|
|
2023
Q4 | $3.68M | Sell |
21,490
-1,243
| -5% | -$213K | 0.04% | 619 |
|
|
2023
Q3 | $3.13M | Sell |
22,733
-2,920
| -11% | -$403K | 0.04% | 641 |
|
|
2023
Q2 | $3.17M | Sell |
25,653
-3,156
| -11% | -$390K | 0.04% | 704 |
|
|
2023
Q1 | $3.32M | Sell |
28,809
-604
| -2% | -$69.7K | 0.04% | 695 |
|
|
2022
Q4 | $3.21M | Buy |
29,413
+422
| +1% | +$46K | 0.04% | 694 |
|
|
2022
Q3 | $2.39M | Sell |
28,991
-4,939
| -15% | -$406K | 0.03% | 766 |
|
|
2022
Q2 | $3.18M | Sell |
33,930
-1,652
| -5% | -$155K | 0.04% | 660 |
|
|
2022
Q1 | $3.96M | Buy |
35,582
+679
| +2% | +$75.6K | 0.04% | 664 |
|
|
2021
Q4 | $4.74M | Sell |
34,903
-88
| -0.3% | -$12K | 0.05% | 588 |
|
|
2021
Q3 | $4.68M | Sell |
34,991
-832
| -2% | -$111K | 0.05% | 565 |
|
|
2021
Q2 | $5.04M | Sell |
35,823
-2,094
| -6% | -$295K | 0.05% | 521 |
|
|
2021
Q1 | $5M | Buy |
37,917
+69
| +0.2% | +$9.09K | 0.05% | 502 |
|
|
2020
Q4 | $4.15M | Buy |
37,848
+232
| +0.6% | +$25.4K | 0.05% | 561 |
|
|
2020
Q3 | $2.46M | Sell |
37,616
-652
| -2% | -$42.7K | 0.03% | 723 |
|
|
2020
Q2 | $2.26M | Buy |
38,268
+678
| +2% | +$40K | 0.03% | 773 |
|
|
2020
Q1 | $1.73M | Buy |
37,590
+1,354
| +4% | +$62.4K | 0.03% | 770 |
|
|
2019
Q4 | $2.71M | Sell |
36,236
-617
| -2% | -$46.1K | 0.03% | 779 |
|
|
2019
Q3 | $2.95M | Sell |
36,853
-403
| -1% | -$32.3K | 0.04% | 686 |
|
|
2019
Q2 | $3.3M | Sell |
37,256
-3
| -0% | -$266 | 0.05% | 627 |
|
|
2019
Q1 | $3.39M | Buy |
37,259
+531
| +1% | +$48.3K | 0.05% | 599 |
|
|
2018
Q4 | $2.63M | Buy |
36,728
+938
| +3% | +$67.1K | 0.04% | 661 |
|
|
2018
Q3 | $3.6M | Buy |
35,790
+190
| +0.5% | +$19.1K | 0.05% | 593 |
|
|
2018
Q2 | $3.75M | Buy |
35,600
+639
| +2% | +$67.4K | 0.06% | 555 |
|
|
2018
Q1 | $3.05M | Buy |
34,961
+34,211
| +4,561% | +$2.98M | 0.05% | 650 |
|
|
2017
Q4 | $68K | Hold |
750
| – | – | ﹤0.01% | 1172 |
|
|
2017
Q3 | $60K | Hold |
750
| – | – | ﹤0.01% | 1186 |
|
|
2017
Q2 | $53K | Hold |
750
| – | – | ﹤0.01% | 1191 |
|
|
2017
Q1 | $58K | Buy |
+750
| New | +$58K | ﹤0.01% | 1189 |
|
|
2015
Q2 | – | Sell |
-775
| Closed | -$40K | – | 1251 |
|
|
2015
Q1 | $40K | Buy |
+775
| New | +$40K | ﹤0.01% | 1206 |
|