Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$21.9M Buy
73,400
+8
+0% +$2.62K 0.01% 1077
2025
Q4
$25M Sell
73,392
-14,712
-17% -$4.73M 0.01% 1013
2025
Q3
$29.7M Buy
88,104
+748
+0.9% +$234K 0.01% 896
2025
Q2
$23.6M Sell
87,356
-140,975
-62% -$31M 0.01% 992
2025
Q1
$45.6M Buy
228,331
+1,480
+0.7% +$369K 0.01% 660
2024
Q4
$62.9M Sell
226,851
-30,816
-12% -$8.73M 0.02% 558
2024
Q3
$65.3M Sell
257,667
-634
-0.2% -$151K 0.02% 543
2024
Q2
$53.8M Sell
258,301
-14,662
-5% -$2.85M 0.02% 597
2024
Q1
$52.6M Sell
272,963
-283
-0.1% -$51.2K 0.02% 614
2023
Q4
$46.7M Sell
273,246
-4,265
-2% -$617K 0.02% 633
2023
Q3
$38.3M Sell
277,511
-1,408
-0.5% -$191K 0.01% 679
2023
Q2
$34.5M Buy
278,919
+3,122
+1% +$359K 0.01% 741
2023
Q1
$31.8M Sell
275,797
-42,927
-13% -$5.34M 0.01% 762
2022
Q4
$34.8M Buy
318,724
+38,804
+14% +$4.05M 0.01% 710
2022
Q3
$23M Sell
279,920
-7,636
-3% -$722K 0.01% 922
2022
Q2
$26.9M Buy
287,556
+53,268
+23% +$5.68M 0.01% 843
2022
Q1
$27.1M Sell
234,288
-15,600
-6% -$1.92M 0.01% 1001
2021
Q4
$33.9M Sell
249,888
-86,513
-26% -$12.6M 0.01% 912
2021
Q3
$45M Sell
336,401
-15,620
-4% -$2.12M 0.01% 742
2021
Q2
$49.6M Sell
352,021
-154,176
-30% -$21.6M 0.01% 744
2021
Q1
$66.7M Sell
506,197
-56,208
-10% -$6.86M 0.02% 598
2020
Q4
$61.7M Buy
562,405
+41,058
+8% +$3.65M 0.02% 595
2020
Q3
$34.1M Sell
521,347
-200,526
-28% -$12.2M 0.01% 742
2020
Q2
$42.5M Sell
721,873
-89,392
-11% -$4.86M 0.02% 605
2020
Q1
$37.4M Sell
811,265
-244,008
-23% -$16.3M 0.02% 593
2019
Q4
$78.9M Sell
1,055,273
-99,652
-9% -$7.6M 0.03% 480
2019
Q3
$92.5M Buy
1,154,925
+342,261
+42% +$28.4M 0.04% 419
2019
Q2
$72M Buy
812,664
+184,593
+29% +$16.4M 0.03% 526
2019
Q1
$57.2M Sell
628,071
-179,112
-22% -$15.7M 0.31% 56
2018
Q4
$57.8M Buy
807,183
+97,104
+14% +$7.97M 0.36% 50
2018
Q3
$71.4M Buy
710,079
+140,397
+25% +$15.1M 0.38% 46
2018
Q2
$60.1M Buy
569,682
+24,021
+4% +$2.48M 0.38% 49
2018
Q1
$47.6M Buy
545,661
+48,650
+10% +$4.58M 0.31% 76
2017
Q4
$44.7M Sell
497,011
-9,485
-2% -$791K 0.29% 87
2017
Q3
$40.6M Buy
506,496
+29,597
+6% +$2.23M 0.27% 95
2017
Q2
$33.6M Buy
476,899
+114,841
+32% +$8.35M 0.22% 114
2017
Q1
$28.2M Buy
362,058
+82,933
+30% +$6.44M 0.17% 150
2016
Q4
$19.2M Buy
279,125
+47,379
+20% +$2.91M 0.1% 253
2016
Q3
$11.9M Buy
231,746
+73,635
+47% +$3.7M 0.07% 340
2016
Q2
$6.99M Buy
158,111
+29,213
+23% +$1.45M 0.04% 437
2016
Q1
$6.67K Buy
128,898
+9,943
+8% +$475K 0.04% 417
2015
Q4
$6.43K Buy
118,955
+920
+0.8% +$49.7K 0.03% 418
2015
Q3
$5.93K Sell
118,035
-6,033
-5% -$331K 0.03% 442
2015
Q2
$6.7K Buy
124,068
+93
+0.1% +$4.75K 0.04% 464
2015
Q1
$6.41M Sell
123,975
-6,977
-5% -$355K 0.04% 471
2014
Q4
$6.86M Sell
130,952
-139,423
-52% -$6.98M 0.04% 470
2014
Q3
$12.7M Sell
270,375
-91,900
-25% -$4.76M 0.08% 332
2014
Q2
$20.9M Sell
362,275
-32,843
-8% -$1.8M 0.13% 217
2014
Q1
$21.8M Sell
395,118
-49,132
-11% -$2.81M 0.13% 215
2013
Q4
$26.6M Buy
444,250
+21,943
+5% +$1.17M 0.18% 167
2013
Q3
$20.8M Buy
422,307
+39,435
+10% +$1.81M 0.14% 212
2013
Q2
$15M Buy
+382,872
New +$14.8M 0.1% 273

Other funds holding EVR