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RCM
Radnor Capital Management’s
Evercore
EVR
Stock Holding History
Radnor Capital Management’s Portfolio
EVR Stock Details
EVR Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.93M
Buy
6,480
+30
+0.5%
+$9.82K
0.29%
96
2025
Q4
$2.19M
Hold
6,450
–
–
0.33%
89
2025
Q3
$2.18M
Sell
6,450
-115
-2%
-$36K
0.33%
86
2025
Q2
$1.77M
Buy
6,565
+300
+5%
+$66K
0.28%
98
2025
Q1
$1.25M
Hold
6,265
–
–
0.21%
122
2024
Q4
$1.74M
Sell
6,265
-15
-0.2%
-$4.25K
0.29%
93
2024
Q3
$1.59M
Sell
6,280
-20
-0.3%
-$4.76K
0.24%
113
2024
Q2
$1.31M
Buy
6,300
+260
+4%
+$50.6K
0.4%
54
2024
Q1
$1.16M
Hold
6,040
–
–
0.2%
128
2023
Q4
$1.03M
Sell
6,040
-10
-0.2%
-$1.45K
0.19%
134
2023
Q3
$834K
Buy
6,050
+3,405
+129%
+$462K
0.17%
153
2023
Q2
$327K
Buy
2,645
+50
+2%
+$5.75K
0.14%
102
2023
Q1
$299K
Hold
2,595
–
–
0.08%
176
2022
Q4
$287K
Buy
+2,595
New
+$271K
0.07%
210
2022
Q1
–
Sell
-4,670
Closed
-$634K
–
246
2021
Q4
$634K
Buy
4,670
+1,770
+61%
+$258K
0.16%
151
2021
Q3
$388K
Buy
2,900
+25
+0.9%
+$3.4K
0.23%
66
2021
Q2
$405K
Sell
2,875
-1,685
-37%
-$236K
0.14%
134
2021
Q1
$601K
Buy
4,560
+35
+0.8%
+$4.27K
0.19%
116
2020
Q4
$496K
Buy
+4,525
New
+$403K
0.14%
130
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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