Petrus Trust Company’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$241K Sell
2024
Q3
$621K Buy
2024
Q2
Sell
2024
Q1
$345K Buy
2017
Q3
Sell
2017
Q2
$309K Buy
2017
Q1
Sell
2016
Q4
$242K Sell
2016
Q3
$353K Buy