Osaic Holdings’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 | $706K | Sell |
2,366
-520
| -18% | -$170K | ﹤0.01% | 3026 |
|
|
2025
Q4 | $982K | Sell |
2,886
-372
| -11% | -$120K | ﹤0.01% | 2716 |
|
|
2025
Q3 | $1.07M | Buy |
3,258
+841
| +35% | +$264K | ﹤0.01% | 2729 |
|
|
2025
Q2 | $650K | Sell |
2,417
-7
| -0.3% | -$1.54K | ﹤0.01% | 2889 |
|
|
2025
Q1 | $484K | Sell |
2,424
-48
| -2% | -$12K | ﹤0.01% | 2903 |
|
|
2024
Q4 | $685K | Buy |
2,472
+147
| +6% | +$41.6K | ﹤0.01% | 2507 |
|
|
2024
Q3 | $589K | Buy |
2,325
+123
| +6% | +$29.3K | ﹤0.01% | 2709 |
|
|
2024
Q2 | $459K | Sell |
2,202
-7,099
| -76% | -$1.38M | ﹤0.01% | 2842 |
|
|
2024
Q1 | $1.79M | Sell |
9,301
-20,826
| -69% | -$3.77M | ﹤0.01% | 1784 |
|
|
2023
Q4 | $5.16M | Sell |
30,127
-4,596
| -13% | -$665K | 0.01% | 1188 |
|
|
2023
Q3 | $4.79M | Buy |
34,723
+14,483
| +72% | +$1.97M | 0.01% | 1334 |
|
|
2023
Q2 | $2.5M | Buy |
20,240
+234
| +1% | +$26.9K | ﹤0.01% | 1681 |
|
|
2023
Q1 | $2.31M | Buy |
20,006
+203
| +1% | +$25.2K | ﹤0.01% | 1706 |
|
|
2022
Q4 | $2.16M | Sell |
19,803
-454
| -2% | -$47.4K | ﹤0.01% | 1699 |
|
|
2022
Q3 | $1.67M | Buy |
20,257
+1,343
| +7% | +$127K | ﹤0.01% | 1767 |
|
|
2022
Q2 | $1.77M | Buy |
18,914
+638
| +3% | +$68K | ﹤0.01% | 1756 |
|
|
2022
Q1 | $2.64M | Sell |
18,276
-1,119
| -6% | -$138K | 0.01% | 1695 |
|
|
2021
Q4 | $2.64M | Buy |
19,395
+7,738
| +66% | +$1.13M | 0.01% | 1545 |
|
|
2021
Q3 | $1.56M | Sell |
11,657
-239
| -2% | -$32.5K | ﹤0.01% | 1937 |
|
|
2021
Q2 | $1.68M | Sell |
11,896
-214
| -2% | -$29.9K | ﹤0.01% | 1877 |
|
|
2021
Q1 | $1.6M | Buy |
12,110
+714
| +6% | +$87.2K | ﹤0.01% | 1812 |
|
|
2020
Q4 | $1.25M | Buy |
11,396
+4,052
| +55% | +$361K | ﹤0.01% | 1840 |
|
|
2020
Q3 | $477K | Buy |
7,344
+25
| +0.3% | +$1.52K | ﹤0.01% | 2469 |
|
|
2020
Q2 | $431K | Sell |
7,319
-834
| -10% | -$45.4K | ﹤0.01% | 2481 |
|
|
2020
Q1 | $380K | Buy |
+8,153
| New | +$546K | ﹤0.01% | 2323 |
|
Other funds holding EVR
VPM
VCM
