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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.21M | Sell |
7,393
-1,024
| -12% | -$335K | 0.01% | 832 |
|
|
2025
Q4 | $2.86M | Sell |
8,417
-1,224
| -13% | -$393K | 0.02% | 695 |
|
|
2025
Q3 | $3.25M | Buy |
9,641
+573
| +6% | +$180K | 0.02% | 633 |
|
|
2025
Q2 | $2.45M | Buy |
9,068
+230
| +3% | +$50.6K | 0.02% | 700 |
|
|
2025
Q1 | $1.77M | Sell |
8,838
-409
| -4% | -$102K | 0.01% | 734 |
|
|
2024
Q4 | $2.56M | Buy |
9,247
+1,371
| +17% | +$388K | 0.02% | 587 |
|
|
2024
Q3 | $2.13M | Buy |
7,876
+538
| +7% | +$128K | 0.02% | 625 |
|
|
2024
Q2 | $1.53M | Sell |
7,338
-216
| -3% | -$42K | 0.02% | 694 |
|
|
2024
Q1 | $1.45M | Sell |
7,554
-734
| -9% | -$133K | 0.02% | 686 |
|
|
2023
Q4 | $1.42M | Sell |
8,288
-1,299
| -14% | -$188K | 0.02% | 632 |
|
|
2023
Q3 | $1.32M | Sell |
9,587
-567
| -6% | -$77K | 0.02% | 600 |
|
|
2023
Q2 | $1.25M | Sell |
10,154
-5,302
| -34% | -$610K | 0.02% | 582 |
|
|
2023
Q1 | $1.78M | Buy |
15,456
+2,039
| +15% | +$253K | 0.03% | 482 |
|
|
2022
Q4 | $1.46M | Buy |
13,417
+4,843
| +56% | +$505K | 0.02% | 495 |
|
|
2022
Q3 | $705K | Sell |
8,574
-1,197
| -12% | -$113K | 0.01% | 639 |
|
|
2022
Q2 | $915K | Sell |
9,771
-499
| -5% | -$53.2K | 0.02% | 546 |
|
|
2022
Q1 | $1.14M | Buy |
10,270
+4,625
| +82% | +$569K | 0.02% | 507 |
|
|
2021
Q4 | $767K | Buy |
5,645
+1,595
| +39% | +$233K | 0.01% | 579 |
|
|
2021
Q3 | $542K | Buy |
4,050
+923
| +30% | +$125K | 0.01% | 628 |
|
|
2021
Q2 | $440K | Buy |
3,127
+732
| +31% | +$102K | 0.01% | 708 |
|
|
2021
Q1 | $316K | Buy |
2,395
+1,177
| +97% | +$144K | 0.01% | 756 |
|
|
2020
Q4 | $134K | Buy |
1,218
+676
| +125% | +$60.2K | ﹤0.01% | 979 |
|
|
2020
Q3 | $35K | Buy |
+542
| New | +$32.9K | ﹤0.01% | 1154 |
|
|
2019
Q3 | – | Sell |
-6
| Closed | -$1K | – | 1058 |
|
|
2019
Q2 | $1K | Buy |
+6
| New | +$534 | ﹤0.01% | 896 |
|
|
2019
Q1 | – | Sell |
-7,357
| Closed | -$527K | – | 939 |
|
|
2018
Q4 | $527K | Sell |
7,357
-33,515
| -82% | -$2.75M | 0.01% | 323 |
|
|
2018
Q3 | $4.1M | Sell |
40,872
-1,475
| -3% | -$159K | 0.08% | 138 |
|
|
2018
Q2 | $4.46M | Sell |
42,347
-5
| -0% | -$516 | 0.09% | 136 |
|
|
2018
Q1 | $3.69M | Buy |
42,352
+24,624
| +139% | +$2.32M | 0.08% | 142 |
|
|
2017
Q4 | $1.6M | Buy |
17,728
+13,445
| +314% | +$1.12M | 0.04% | 220 |
|
|
2017
Q3 | $344K | Sell |
4,283
-70
| -2% | -$5.26K | 0.01% | 421 |
|
|
2017
Q2 | $307K | Sell |
4,353
-66
| -1% | -$4.8K | 0.01% | 445 |
|
|
2017
Q1 | $344K | Buy |
+4,419
| New | +$343K | 0.01% | 413 |
|
|
2014
Q1 | – | Sell |
-27,885
| Closed | -$1.66M | – | 1000 |
|
|
2013
Q4 | $1.66M | Sell |
27,885
-7,299
| -21% | -$388K | 0.03% | 254 |
|
|
2013
Q3 | $1.73M | Buy |
35,184
+144
| +0.4% | +$6.63K | 0.04% | 254 |
|
|
2013
Q2 | $1.38M | Buy |
+35,040
| New | +$1.36M | 0.04% | 280 |
|
Other funds holding EVR
VPM
VCM
