Pier Capital’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$995K Sell
3,685
-88
-2% -$23.8K 0.15% 95
2025
Q1
$754K Buy
3,773
+2,208
+141% +$441K 0.13% 94
2024
Q4
$434K Sell
1,565
-31,197
-95% -$8.65M 0.06% 98
2024
Q3
$8.3M Sell
32,762
-23,558
-42% -$5.97M 1.17% 33
2024
Q2
$11.7M Sell
56,320
-4,925
-8% -$1.03M 1.75% 1
2024
Q1
$11.8M Sell
61,245
-14,178
-19% -$2.73M 1.62% 10
2023
Q4
$12.9M Buy
75,423
+1,365
+2% +$233K 1.84% 2
2023
Q3
$10.2M Sell
74,058
-1,009
-1% -$139K 1.65% 10
2023
Q2
$9.28M Buy
75,067
+29,868
+66% +$3.69M 1.33% 21
2023
Q1
$5.22M Sell
45,199
-34,220
-43% -$3.95M 0.79% 68
2022
Q4
$8.66M Buy
79,419
+5,458
+7% +$595K 1.42% 18
2022
Q3
$6.08M Buy
+73,961
New +$6.08M 1.05% 52
2021
Q4
Sell
-69,714
Closed -$9.32M 116
2021
Q3
$9.32M Sell
69,714
-715
-1% -$95.6K 0.97% 58
2021
Q2
$9.91M Sell
70,429
-30,060
-30% -$4.23M 0.99% 66
2021
Q1
$13.2M Sell
100,489
-37,601
-27% -$4.95M 1.26% 19
2020
Q4
$15.1M Sell
138,090
-27,757
-17% -$3.04M 1.6% 1
2020
Q3
$10.9M Buy
165,847
+23,832
+17% +$1.56M 1.59% 1
2020
Q2
$8.37M Buy
142,015
+66,259
+87% +$3.9M 1.34% 12
2020
Q1
$3.49M Sell
75,756
-63,740
-46% -$2.94M 0.77% 66
2019
Q4
$10.4M Buy
139,496
+41,629
+43% +$3.11M 1.7% 2
2019
Q3
$7.84M Buy
97,867
+5,481
+6% +$439K 1.33% 21
2019
Q2
$8.18M Buy
92,386
+1,549
+2% +$137K 1.26% 17
2019
Q1
$8.27M Buy
90,837
+5,490
+6% +$500K 1.28% 17
2018
Q4
$6.11M Buy
85,347
+45,777
+116% +$3.28M 1.21% 26
2018
Q3
$3.98M Sell
39,570
-30,942
-44% -$3.11M 0.5% 98
2018
Q2
$7.44M Sell
70,512
-11,113
-14% -$1.17M 1.02% 47
2018
Q1
$7.12M Buy
81,625
+12,990
+19% +$1.13M 1.22% 18
2017
Q4
$6.18M Sell
68,635
-1,327
-2% -$119K 1.06% 27
2017
Q3
$5.61M Sell
69,962
-10,883
-13% -$873K 0.97% 65
2017
Q2
$5.7M Buy
+80,845
New +$5.7M 0.98% 54
2016
Q2
Sell
-108,848
Closed -$5.63M 122
2016
Q1
$5.63M Buy
+108,848
New +$5.63M 1.09% 32