Neuberger Berman Group’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 | $22.4M | Sell |
75,135
-105,169
| -58% | -$34.4M | 0.02% | 636 |
|
|
2025
Q4 | $61.3M | Buy |
180,304
+115,719
| +179% | +$37.2M | 0.05% | 424 |
|
|
2025
Q3 | $21.8M | Buy |
64,585
+59,002
| +1,057% | +$18.5M | 0.02% | 651 |
|
|
2025
Q2 | $1.51M | Sell |
5,583
-1,992
| -26% | -$438K | ﹤0.01% | 1218 |
|
|
2025
Q1 | $1.51M | Sell |
7,575
-219,229
| -97% | -$54.6M | ﹤0.01% | 1204 |
|
|
2024
Q4 | $62.9M | Buy |
226,804
+47,112
| +26% | +$13.3M | 0.05% | 386 |
|
|
2024
Q3 | $45.5M | Sell |
179,692
-49,863
| -22% | -$11.9M | 0.04% | 460 |
|
|
2024
Q2 | $47.8M | Buy |
229,555
+68,594
| +43% | +$13.3M | 0.04% | 435 |
|
|
2024
Q1 | $31M | Buy |
160,961
+74,308
| +86% | +$13.4M | 0.03% | 555 |
|
|
2023
Q4 | $14.8M | Buy |
+86,653
| New | +$12.5M | 0.01% | 693 |
|
|
2023
Q2 | – | Sell |
-93,708
| Closed | -$10.8M | – | 1837 |
|
|
2023
Q1 | $10.8M | Buy |
+93,708
| New | +$11.6M | 0.01% | 733 |
|
|
2022
Q4 | – | Sell |
-3,951
| Closed | -$325K | – | 1815 |
|
|
2022
Q3 | $325K | Sell |
3,951
-2,926
| -43% | -$277K | ﹤0.01% | 1582 |
|
|
2022
Q2 | $644K | Sell |
6,877
-554
| -7% | -$59K | ﹤0.01% | 1428 |
|
|
2022
Q1 | $827K | Sell |
7,431
-574
| -7% | -$70.6K | ﹤0.01% | 1394 |
|
|
2021
Q4 | $1.08M | Buy |
8,005
+2,576
| +47% | +$376K | ﹤0.01% | 1340 |
|
|
2021
Q3 | $726K | Buy |
5,429
+1,743
| +47% | +$237K | ﹤0.01% | 1387 |
|
|
2021
Q2 | $519K | Sell |
3,686
-540
| -13% | -$75.5K | ﹤0.01% | 1470 |
|
|
2021
Q1 | $557K | Buy |
4,226
+556
| +15% | +$67.9K | ﹤0.01% | 1459 |
|
|
2020
Q4 | $402K | Buy |
3,670
+30
| +0.8% | +$2.67K | ﹤0.01% | 1447 |
|
|
2020
Q3 | $239K | Sell |
3,640
-51
| -1% | -$3.1K | ﹤0.01% | 1509 |
|
|
2020
Q2 | $217K | Buy |
+3,691
| New | +$201K | ﹤0.01% | 1468 |
|
|
2018
Q1 | – | Sell |
-14,823
| Closed | -$1.33M | – | 1692 |
|
|
2017
Q4 | $1.33M | Buy |
+14,823
| New | +$1.24M | ﹤0.01% | 1117 |
|
|
2014
Q3 | – | Sell |
-29,000
| Closed | -$1.67M | – | 1660 |
|
|
2014
Q2 | $1.67M | Buy |
+29,000
| New | +$1.59M | ﹤0.01% | 1148 |
|
Other funds holding EVR
VPM
VCM
