PineBridge Investments’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $586K | Sell |
2,169
-37,179
| -94% | -$10M | ﹤0.01% | 505 |
|
2025
Q1 | $7.86M | Buy |
39,348
+6,899
| +21% | +$1.38M | 0.06% | 242 |
|
2024
Q4 | $8.99M | Buy |
32,449
+2,835
| +10% | +$786K | 0.07% | 232 |
|
2024
Q3 | $7.5M | Buy |
29,614
+10,883
| +58% | +$2.76M | 0.06% | 260 |
|
2024
Q2 | $3.89M | Sell |
18,731
-8,997
| -32% | -$1.87M | 0.03% | 335 |
|
2024
Q1 | $5.34M | Sell |
27,728
-13,852
| -33% | -$2.67M | 0.04% | 331 |
|
2023
Q4 | $7.11M | Buy |
41,580
+18,549
| +81% | +$3.17M | 0.07% | 260 |
|
2023
Q3 | $3.18M | Sell |
23,031
-18,879
| -45% | -$2.6M | 0.04% | 321 |
|
2023
Q2 | $5.18M | Buy |
41,910
+32,566
| +349% | +$4.02M | 0.06% | 265 |
|
2023
Q1 | $1.08M | Buy |
+9,344
| New | +$1.08M | 0.01% | 398 |
|
2022
Q3 | – | Sell |
-8,723
| Closed | -$817K | – | 740 |
|
2022
Q2 | $817K | Sell |
8,723
-10,576
| -55% | -$991K | 0.01% | 404 |
|
2022
Q1 | $2.15M | Buy |
19,299
+11,116
| +136% | +$1.24M | 0.02% | 396 |
|
2021
Q4 | $1.11M | Sell |
8,183
-111
| -1% | -$15.1K | 0.01% | 493 |
|
2021
Q3 | $1.11M | Buy |
8,294
+2,693
| +48% | +$360K | 0.01% | 459 |
|
2021
Q2 | $788K | Buy |
5,601
+5,501
| +5,501% | +$774K | 0.01% | 535 |
|
2021
Q1 | $13K | Buy |
+100
| New | +$13K | ﹤0.01% | 639 |
|
2019
Q4 | – | Sell |
-1,100
| Closed | -$88K | – | 1086 |
|
2019
Q3 | $88K | Sell |
1,100
-100
| -8% | -$8K | ﹤0.01% | 955 |
|
2019
Q2 | $106K | Hold |
1,200
| – | – | ﹤0.01% | 814 |
|
2019
Q1 | $109K | Hold |
1,200
| – | – | ﹤0.01% | 863 |
|
2018
Q4 | $86K | Sell |
1,200
-200
| -14% | -$14.3K | ﹤0.01% | 894 |
|
2018
Q3 | $141K | Buy |
+1,400
| New | +$141K | ﹤0.01% | 894 |
|
2018
Q2 | – | Sell |
-6,502
| Closed | -$567K | – | 1097 |
|
2018
Q1 | $567K | Sell |
6,502
-6,221
| -49% | -$542K | 0.01% | 674 |
|
2017
Q4 | $1.15M | Buy |
12,723
+7,851
| +161% | +$707K | 0.03% | 529 |
|
2017
Q3 | $391K | Sell |
4,872
-534
| -10% | -$42.9K | 0.01% | 734 |
|
2017
Q2 | $381K | Buy |
5,406
+294
| +6% | +$20.7K | 0.01% | 693 |
|
2017
Q1 | $398K | Buy |
5,112
+104
| +2% | +$8.1K | 0.01% | 679 |
|
2016
Q4 | $344K | Buy |
5,008
+76
| +2% | +$5.22K | 0.01% | 726 |
|
2016
Q3 | $254K | Sell |
4,932
-100
| -2% | -$5.15K | 0.01% | 429 |
|
2016
Q2 | $223K | Buy |
5,032
+179
| +4% | +$7.93K | 0.01% | 463 |
|
2016
Q1 | $251K | Sell |
4,853
-453
| -9% | -$23.4K | 0.01% | 408 |
|
2015
Q4 | $287K | Buy |
5,306
+656
| +14% | +$35.5K | 0.01% | 410 |
|
2015
Q3 | $233K | Buy |
4,650
+437
| +10% | +$21.9K | 0.01% | 469 |
|
2015
Q2 | $227K | Sell |
4,213
-5,227
| -55% | -$282K | 0.01% | 461 |
|
2015
Q1 | $488K | Buy |
9,440
+1,273
| +16% | +$65.8K | 0.02% | 431 |
|
2014
Q4 | $427K | Buy |
8,167
+334
| +4% | +$17.5K | 0.02% | 443 |
|
2014
Q3 | $368K | Buy |
7,833
+2,427
| +45% | +$114K | 0.02% | 442 |
|
2014
Q2 | $312K | Sell |
5,406
-3,335
| -38% | -$192K | 0.01% | 418 |
|
2014
Q1 | $483K | Sell |
8,741
-262
| -3% | -$14.5K | 0.02% | 447 |
|
2013
Q4 | $538K | Buy |
9,003
+5,460
| +154% | +$326K | 0.02% | 441 |
|
2013
Q3 | $175K | Buy |
3,543
+809
| +30% | +$40K | 0.01% | 530 |
|
2013
Q2 | $107K | Buy |
+2,734
| New | +$107K | ﹤0.01% | 676 |
|