RhumbLine Advisers’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 | $30M | Buy |
100,437
+1,806
| +2% | +$591K | 0.03% | 552 |
|
|
2025
Q4 | $33.6M | Sell |
98,631
-870
| -0.9% | -$280K | 0.03% | 508 |
|
|
2025
Q3 | $33.6M | Buy |
99,501
+3,027
| +3% | +$949K | 0.03% | 510 |
|
|
2025
Q2 | $26M | Buy |
96,474
+448
| +0.5% | +$98.5K | 0.02% | 591 |
|
|
2025
Q1 | $19.2M | Sell |
96,026
-1,152
| -1% | -$287K | 0.02% | 705 |
|
|
2024
Q4 | $26.9M | Buy |
97,178
+205
| +0.2% | +$58.1K | 0.02% | 558 |
|
|
2024
Q3 | $24.6M | Sell |
96,973
-2,264
| -2% | -$539K | 0.02% | 599 |
|
|
2024
Q2 | $20.7M | Buy |
99,237
+19
| +0% | +$3.7K | 0.02% | 648 |
|
|
2024
Q1 | $19.1M | Sell |
99,218
-4,065
| -4% | -$735K | 0.02% | 732 |
|
|
2023
Q4 | $17.7M | Sell |
103,283
-4,785
| -4% | -$693K | 0.02% | 739 |
|
|
2023
Q3 | $14.9M | Sell |
108,068
-1,118
| -1% | -$152K | 0.02% | 781 |
|
|
2023
Q2 | $13.5M | Buy |
109,186
+788
| +0.7% | +$90.6K | 0.02% | 860 |
|
|
2023
Q1 | $12.5M | Sell |
108,398
-1,136
| -1% | -$141K | 0.02% | 855 |
|
|
2022
Q4 | $11.9M | Buy |
109,534
+3,834
| +4% | +$400K | 0.02% | 843 |
|
|
2022
Q3 | $8.69M | Sell |
105,700
-5,494
| -5% | -$520K | 0.01% | 961 |
|
|
2022
Q2 | $10.4M | Buy |
111,194
+12,547
| +13% | +$1.34M | 0.02% | 878 |
|
|
2022
Q1 | $11M | Sell |
98,647
-2,948
| -3% | -$363K | 0.01% | 902 |
|
|
2021
Q4 | $13.8M | Sell |
101,595
-900
| -0.9% | -$131K | 0.02% | 799 |
|
|
2021
Q3 | $13.7M | Sell |
102,495
-6,527
| -6% | -$887K | 0.02% | 783 |
|
|
2021
Q2 | $15.3M | Sell |
109,022
-3,295
| -3% | -$461K | 0.02% | 756 |
|
|
2021
Q1 | $14.8M | Buy |
112,317
+910
| +0.8% | +$111K | 0.02% | 753 |
|
|
2020
Q4 | $12.2M | Buy |
111,407
+2,376
| +2% | +$211K | 0.02% | 802 |
|
|
2020
Q3 | $7.14M | Sell |
109,031
-2,771
| -2% | -$168K | 0.01% | 948 |
|
|
2020
Q2 | $6.59M | Buy |
111,802
+3,431
| +3% | +$187K | 0.01% | 1028 |
|
|
2020
Q1 | $4.99M | Buy |
108,371
+5,852
| +6% | +$392K | 0.01% | 1027 |
|
|
2019
Q4 | $7.66M | Sell |
102,519
-460
| -0.4% | -$35.1K | 0.01% | 1001 |
|
|
2019
Q3 | $8.25M | Sell |
102,979
-4,181
| -4% | -$346K | 0.02% | 889 |
|
|
2019
Q2 | $9.49M | Sell |
107,160
-4,882
| -4% | -$434K | 0.02% | 801 |
|
|
2019
Q1 | $10.2M | Buy |
112,042
+1,523
| +1% | +$134K | 0.02% | 748 |
|
|
2018
Q4 | $7.91M | Buy |
110,519
+26,569
| +32% | +$2.18M | 0.02% | 829 |
|
|
2018
Q3 | $8.44M | Sell |
83,950
-2,405
| -3% | -$259K | 0.02% | 774 |
|
|
2018
Q2 | $9.11M | Buy |
86,355
+4,438
| +5% | +$458K | 0.02% | 724 |
|
|
2018
Q1 | $7.14M | Sell |
81,917
-11,356
| -12% | -$1.07M | 0.01% | 824 |
|
|
2017
Q4 | $8.39M | Buy |
93,273
+10,773
| +13% | +$899K | 0.02% | 776 |
|
|
2017
Q3 | $6.62M | Sell |
82,500
-778
| -0.9% | -$58.5K | 0.01% | 870 |
|
|
2017
Q2 | $5.87M | Sell |
83,278
-90
| -0.1% | -$6.54K | 0.01% | 911 |
|
|
2017
Q1 | $6.49M | Buy |
83,368
+23,320
| +39% | +$1.81M | 0.02% | 855 |
|
|
2016
Q4 | $4.13M | Buy |
60,048
+2,958
| +5% | +$182K | 0.01% | 1036 |
|
|
2016
Q3 | $2.94M | Buy |
57,090
+6,416
| +13% | +$323K | 0.01% | 1168 |
|
|
2016
Q2 | $2.24M | Buy |
50,674
+3,466
| +7% | +$173K | 0.01% | 1268 |
|
|
2016
Q1 | $2.44M | Buy |
47,208
+1,865
| +4% | +$89.1K | 0.01% | 1231 |
|
|
2015
Q4 | $2.45M | Buy |
45,343
+3,170
| +8% | +$171K | 0.01% | 1219 |
|
|
2015
Q3 | $2.12M | Buy |
42,173
+1,653
| +4% | +$90.6K | 0.01% | 1285 |
|
|
2015
Q2 | $2.19M | Buy |
40,520
+990
| +3% | +$50.5K | 0.01% | 1340 |
|
|
2015
Q1 | $2.04M | Buy |
39,530
+4,480
| +13% | +$228K | 0.01% | 1394 |
|
|
2014
Q4 | $1.84M | Sell |
35,050
-4,038
| -10% | -$202K | 0.01% | 1407 |
|
|
2014
Q3 | $1.84M | Buy |
39,088
+1,160
| +3% | +$60.1K | 0.01% | 1375 |
|
|
2014
Q2 | $2.19M | Sell |
37,928
-2,097
| -5% | -$115K | 0.01% | 1312 |
|
|
2014
Q1 | $2.21M | Sell |
40,025
-1,400
| -3% | -$80.1K | 0.01% | 1277 |
|
|
2013
Q4 | $2.48M | Buy |
41,425
+1,530
| +4% | +$81.4K | 0.01% | 1229 |
|
|
2013
Q3 | $1.96M | Buy |
39,895
+5,363
| +16% | +$247K | 0.01% | 1362 |
|
|
2013
Q2 | $1.36M | Buy |
+34,532
| New | +$1.34M | ﹤0.01% | 1562 |
|
Other funds holding EVR
VPM
VCM
