Primecap Management’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$106M Buy
353,950
+133,900
+61% +$43.8M 0.08% 146
2025
Q4
$74.9M Sell
220,050
-4,300
-2% -$1.38M 0.06% 170
2025
Q3
$75.7M Sell
224,350
-6,370
-3% -$2M 0.06% 174
2025
Q2
$62.3M Sell
230,720
-21,410
-8% -$4.71M 0.05% 179
2025
Q1
$50.4M Sell
252,130
-50,540
-17% -$12.6M 0.04% 183
2024
Q4
$83.9M Sell
302,670
-47,850
-14% -$13.6M 0.07% 149
2024
Q3
$88.8M Sell
350,520
-254,030
-42% -$60.5M 0.07% 149
2024
Q2
$126M Buy
604,550
+8,100
+1% +$1.58M 0.09% 123
2024
Q1
$115M Sell
596,450
-60,430
-9% -$10.9M 0.09% 127
2023
Q4
$112M Hold
656,880
0.09% 131
2023
Q3
$90.6M Sell
656,880
-4,000
-0.6% -$543K 0.08% 140
2023
Q2
$81.7M Buy
660,880
+39,600
+6% +$4.56M 0.07% 151
2023
Q1
$71.7M Buy
621,280
+42,400
+7% +$5.27M 0.06% 156
2022
Q4
$63.1M Buy
578,880
+41,680
+8% +$4.35M 0.06% 161
2022
Q3
$44.2M Buy
537,200
+99,400
+23% +$9.4M 0.04% 178
2022
Q2
$41M Buy
437,800
+26,500
+6% +$2.82M 0.04% 182
2022
Q1
$45.8M Buy
411,300
+320,900
+355% +$39.5M 0.03% 194
2021
Q4
$12.3M Buy
+90,400
New +$13.2M 0.01% 261

Other funds holding EVR