Quantinno Capital 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	$52.4M	Buy	175,633 +62,154	+55%	+$20.4M	0.09%	261
2025 Q4	$38.6M	Buy	113,479 +1,901	+2%	+$611K	0.08%	288
2025 Q3	$37.6M	Buy	111,578 +17,501	+19%	+$5.48M	0.1%	214
2025 Q2	$25.4M	Buy	94,077 +56,516	+150%	+$12.4M	0.11%	193
2025 Q1	$7.5M	Buy	37,561 +18,317	+95%	+$4.56M	0.05%	482
2024 Q4	$5.33M	Buy	19,244 +1,656	+9%	+$469K	0.05%	449
2024 Q3	$4.46M	Buy	17,588 +4,044	+30%	+$963K	0.06%	409
2024 Q2	$2.82M	Buy	13,544 +1,209	+10%	+$235K	0.05%	448
2024 Q1	$2.38M	Buy	12,335 +893	+8%	+$162K	0.05%	452
2023 Q4	$1.96M	Buy	11,442 +1,749	+18%	+$253K	0.07%	379
2023 Q3	$1.34M	Buy	9,693 +1,342	+16%	+$182K	0.06%	438
2023 Q2	$1.03M	Sell	8,351 -423	-5%	-$48.7K	0.06%	423
2023 Q1	$1.01M	Buy	8,774 +4,179	+91%	+$519K	0.07%	378
2022 Q4	$501K	Buy	+4,595	New	+$480K	0.04%	540
2019 Q2	–	Sell	-5,224	Closed	-$475K	–	455
2019 Q1	$475K	Hold	5,224	–	–	0.3%	127
2018 Q4	$374K	Buy	+5,224	New	+$429K	0.3%	129