Primecap Management’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62.3M Sell
230,720
-21,410
-8% -$5.78M 0.05% 179
2025
Q1
$50.4M Sell
252,130
-50,540
-17% -$10.1M 0.04% 183
2024
Q4
$83.9M Sell
302,670
-47,850
-14% -$13.3M 0.07% 149
2024
Q3
$88.8M Sell
350,520
-254,030
-42% -$64.4M 0.07% 149
2024
Q2
$126M Buy
604,550
+8,100
+1% +$1.69M 0.09% 123
2024
Q1
$115M Sell
596,450
-60,430
-9% -$11.6M 0.09% 127
2023
Q4
$112M Hold
656,880
0.09% 131
2023
Q3
$90.6M Sell
656,880
-4,000
-0.6% -$552K 0.08% 140
2023
Q2
$81.7M Buy
660,880
+39,600
+6% +$4.89M 0.07% 151
2023
Q1
$71.7M Buy
621,280
+42,400
+7% +$4.89M 0.06% 156
2022
Q4
$63.1M Buy
578,880
+41,680
+8% +$4.55M 0.06% 161
2022
Q3
$44.2M Buy
537,200
+99,400
+23% +$8.18M 0.04% 178
2022
Q2
$41M Buy
437,800
+26,500
+6% +$2.48M 0.04% 182
2022
Q1
$45.8M Buy
411,300
+320,900
+355% +$35.7M 0.03% 194
2021
Q4
$12.3M Buy
+90,400
New +$12.3M 0.01% 261