O'Shaughnessy Asset Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $2.56M | Buy |
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|
2024
Q3 | $2.13M | Buy |
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|
2024
Q2 | $1.53M | Sell |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.78M | Buy |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $705K | Sell |
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|
2022
Q2 | $915K | Sell |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $767K | Buy |
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|
2021
Q3 | $542K | Buy |
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|
2021
Q2 | $440K | Buy |
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|
2021
Q1 | $316K | Buy |
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|
2020
Q4 | $134K | Buy |
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|
2020
Q3 | $35K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $527K | Sell |
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|
2018
Q3 | $4.1M | Sell |
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|
2018
Q2 | $4.46M | Sell |
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|
2018
Q1 | $3.69M | Buy |
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|
2017
Q4 | $1.6M | Buy |
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|
2017
Q3 | $344K | Sell |
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|
2017
Q2 | $307K | Sell |
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|
2017
Q1 | $344K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.66M | Sell |
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|
2013
Q3 | $1.73M | Buy |
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|
2013
Q2 | $1.38M | Buy |
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