New York Life Investment Management’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,993	Closed	-$512K	–	1392
2023 Q4	$512K	Sell	2,993 -88	-3%	-$15.1K	0.01%	820
2023 Q3	$425K	Sell	3,081 -491	-14%	-$67.7K	﹤0.01%	830
2023 Q2	$441K	Sell	3,572 -648	-15%	-$80.1K	﹤0.01%	839
2023 Q1	$487K	Buy	+4,220	New	+$487K	0.01%	765