Paralel Advisors’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81M Hold
300,000
3.3% 8
2025
Q1
$59.9M Hold
300,000
2.49% 9
2024
Q4
$83.2M Hold
300,000
3.55% 7
2024
Q3
$76M Hold
300,000
3.32% 7
2024
Q2
$62.5M Hold
300,000
2.99% 7
2024
Q1
$57.8M Hold
300,000
2.65% 10
2023
Q4
$51.3M Hold
300,000
2.63% 13
2023
Q3
$41.4M Hold
300,000
2.29% 13
2023
Q2
$37.1M Hold
300,000
1.98% 16
2023
Q1
$34.6M Hold
300,000
1.94% 16
2022
Q4
$32.7M Hold
300,000
1.93% 14
2022
Q3
$24.7M Buy
300,000
+175,000
+140% +$14.4M 1.73% 16
2022
Q2
$11.7M Hold
125,000
0.78% 21
2022
Q1
$13.9M Hold
125,000
0.77% 23
2021
Q4
$17M Buy
+125,000
New +$17M 0.98% 23