Northern Trust’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 | $107M | Buy |
357,164
+36,729
| +11% | +$12M | 0.01% | 710 |
|
|
2025
Q4 | $109M | Sell |
320,435
-13,039
| -4% | -$4.19M | 0.01% | 705 |
|
|
2025
Q3 | $112M | Buy |
333,474
+15,855
| +5% | +$4.97M | 0.01% | 691 |
|
|
2025
Q2 | $85.8M | Buy |
317,619
+22,526
| +8% | +$4.95M | 0.01% | 787 |
|
|
2025
Q1 | $58.9M | Sell |
295,093
-6,421
| -2% | -$1.6M | 0.01% | 998 |
|
|
2024
Q4 | $83.6M | Buy |
301,514
+33,162
| +12% | +$9.39M | 0.01% | 809 |
|
|
2024
Q3 | $68M | Sell |
268,352
-13,622
| -5% | -$3.24M | 0.01% | 837 |
|
|
2024
Q2 | $58.8M | Buy |
281,974
+39,168
| +16% | +$7.62M | 0.01% | 904 |
|
|
2024
Q1 | $46.8M | Sell |
242,806
-31,143
| -11% | -$5.63M | 0.01% | 1045 |
|
|
2023
Q4 | $46.9M | Buy |
273,949
+2,336
| +0.9% | +$338K | 0.01% | 1053 |
|
|
2023
Q3 | $37.5M | Sell |
271,613
-7,246
| -3% | -$984K | 0.01% | 1125 |
|
|
2023
Q2 | $34.5M | Sell |
278,859
-15,690
| -5% | -$1.8M | 0.01% | 1215 |
|
|
2023
Q1 | $34M | Buy |
294,549
+1,371
| +0.5% | +$170K | 0.01% | 1202 |
|
|
2022
Q4 | $32M | Sell |
293,178
-19,546
| -6% | -$2.04M | 0.01% | 1220 |
|
|
2022
Q3 | $25.7M | Sell |
312,724
-20,665
| -6% | -$1.95M | 0.01% | 1298 |
|
|
2022
Q2 | $31.2M | Sell |
333,389
-61,659
| -16% | -$6.57M | 0.01% | 1221 |
|
|
2022
Q1 | $44M | Sell |
395,048
-34,732
| -8% | -$4.27M | 0.01% | 1117 |
|
|
2021
Q4 | $58.4M | Buy |
429,780
+1,097
| +0.3% | +$160K | 0.01% | 998 |
|
|
2021
Q3 | $57.3M | Sell |
428,683
-15,531
| -3% | -$2.11M | 0.01% | 974 |
|
|
2021
Q2 | $62.5M | Sell |
444,214
-10,913
| -2% | -$1.53M | 0.01% | 951 |
|
|
2021
Q1 | $60M | Buy |
455,127
+29,832
| +7% | +$3.64M | 0.01% | 976 |
|
|
2020
Q4 | $46.6M | Buy |
425,295
+3,222
| +0.8% | +$287K | 0.01% | 1122 |
|
|
2020
Q3 | $27.6M | Sell |
422,073
-4,808
| -1% | -$292K | 0.01% | 1368 |
|
|
2020
Q2 | $25.2M | Buy |
426,881
+106,190
| +33% | +$5.78M | 0.01% | 1422 |
|
|
2020
Q1 | $14.8M | Sell |
320,691
-2,005
| -0.6% | -$134K | ﹤0.01% | 1613 |
|
|
2019
Q4 | $24.1M | Sell |
322,696
-18,430
| -5% | -$1.4M | 0.01% | 1587 |
|
|
2019
Q3 | $27.3M | Sell |
341,126
-27,000
| -7% | -$2.24M | 0.01% | 1427 |
|
|
2019
Q2 | $32.6M | Buy |
368,126
+19,295
| +6% | +$1.72M | 0.01% | 1329 |
|
|
2019
Q1 | $31.7M | Buy |
348,831
+14,239
| +4% | +$1.25M | 0.01% | 1325 |
|
|
2018
Q4 | $23.9M | Sell |
334,592
-2,936
| -0.9% | -$241K | 0.01% | 1427 |
|
|
2018
Q3 | $33.9M | Sell |
337,528
-12,154
| -3% | -$1.31M | 0.01% | 1343 |
|
|
2018
Q2 | $36.9M | Sell |
349,682
-260,237
| -43% | -$26.8M | 0.01% | 1279 |
|
|
2018
Q1 | $53.2M | Buy |
609,919
+120,367
| +25% | +$11.3M | 0.01% | 944 |
|
|
2017
Q4 | $44.1M | Sell |
489,552
-17,649
| -3% | -$1.47M | 0.01% | 1066 |
|
|
2017
Q3 | $40.7M | Sell |
507,201
-27,048
| -5% | -$2.03M | 0.01% | 1126 |
|
|
2017
Q2 | $37.7M | Buy |
534,249
+39,719
| +8% | +$2.89M | 0.01% | 1157 |
|
|
2017
Q1 | $38.5M | Buy |
494,530
+6,622
| +1% | +$514K | 0.01% | 1126 |
|
|
2016
Q4 | $33.5M | Sell |
487,908
-3,247
| -0.7% | -$200K | 0.01% | 1199 |
|
|
2016
Q3 | $25.3M | Sell |
491,155
-3,699
| -0.7% | -$186K | 0.01% | 1390 |
|
|
2016
Q2 | $21.9M | Buy |
494,854
+46,695
| +10% | +$2.33M | 0.01% | 1452 |
|
|
2016
Q1 | $23.2M | Sell |
448,159
-13,353
| -3% | -$638K | 0.01% | 1384 |
|
|
2015
Q4 | $25M | Buy |
461,512
+35,761
| +8% | +$1.93M | 0.01% | 1332 |
|
|
2015
Q3 | $21.4M | Buy |
425,751
+13,930
| +3% | +$763K | 0.01% | 1446 |
|
|
2015
Q2 | $22.2M | Sell |
411,821
-5,235
| -1% | -$267K | 0.01% | 1502 |
|
|
2015
Q1 | $21.5M | Buy |
417,056
+8,327
| +2% | +$423K | 0.01% | 1529 |
|
|
2014
Q4 | $21.4M | Sell |
408,729
-13,742
| -3% | -$688K | 0.01% | 1492 |
|
|
2014
Q3 | $19.9M | Buy |
422,471
+17,815
| +4% | +$923K | 0.01% | 1517 |
|
|
2014
Q2 | $23.3M | Sell |
404,656
-55,792
| -12% | -$3.06M | 0.01% | 1397 |
|
|
2014
Q1 | $25.4M | Sell |
460,448
-12,681
| -3% | -$725K | 0.01% | 1364 |
|
|
2013
Q4 | $28.3M | Buy |
473,129
+425
| +0.1% | +$22.6K | 0.01% | 1234 |
|
|
2013
Q3 | $23.3M | Buy |
472,704
+41,477
| +10% | +$1.91M | 0.01% | 1331 |
|
|
2013
Q2 | $16.9M | Buy |
+431,227
| New | +$16.7M | 0.01% | 1506 |
|
Other funds holding EVR
VPM
VCM
