Rockefeller Capital 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 | $28.1M | Sell |
104,059
-1,415
| -1% | -$382K | 0.06% | 293 |
|
|
2025
Q1 | $21.1M | Buy |
105,474
+13,521
| +15% | +$2.7M | 0.05% | 351 |
|
|
2024
Q4 | $25.5M | Sell |
91,953
-3,046
| -3% | -$844K | 0.07% | 279 |
|
|
2024
Q3 | $24.1M | Sell |
94,999
-2,324
| -2% | -$589K | 0.06% | 291 |
|
|
2024
Q2 | $20.3M | Buy |
97,323
+2,197
| +2% | +$458K | 0.06% | 313 |
|
|
2024
Q1 | $18.3M | Sell |
95,126
-4,132
| -4% | -$796K | 0.05% | 350 |
|
|
2023
Q4 | $17M | Buy |
99,258
+6,337
| +7% | +$1.08M | 0.06% | 323 |
|
|
2023
Q3 | $12.8M | Sell |
92,921
-5,986
| -6% | -$825K | 0.05% | 358 |
|
|
2023
Q2 | $12.2M | Sell |
98,907
-6,040
| -6% | -$746K | 0.05% | 382 |
|
|
2023
Q1 | $12.1M | Sell |
104,947
-7,373
| -7% | -$851K | 0.05% | 368 |
|
|
2022
Q4 | $12.3M | Sell |
112,320
-4,193
| -4% | -$457K | 0.06% | 328 |
|
|
2022
Q3 | $9.58M | Buy |
116,513
+114,339
| +5,259% | +$9.4M | 0.05% | 368 |
|
|
2022
Q2 | $202K | Buy |
2,174
+1,467
| +207% | +$136K | ﹤0.01% | 1631 |
|
|
2022
Q1 | $78K | Buy |
707
+175
| +33% | +$19.3K | ﹤0.01% | 2094 |
|
|
2021
Q4 | $71K | Sell |
532
-440
| -45% | -$58.7K | ﹤0.01% | 2070 |
|
|
2021
Q3 | $129K | Sell |
972
-447
| -32% | -$59.3K | ﹤0.01% | 1752 |
|
|
2021
Q2 | $199K | Buy |
1,419
+854
| +151% | +$120K | ﹤0.01% | 1509 |
|
|
2021
Q1 | $74K | Buy |
565
+406
| +255% | +$53.2K | ﹤0.01% | 1741 |
|
|
2020
Q4 | $17K | Buy |
159
+79
| +99% | +$8.45K | ﹤0.01% | 2064 |
|
|
2020
Q3 | $5K | Buy |
80
+29
| +57% | +$1.81K | ﹤0.01% | 2212 |
|
|
2020
Q2 | $3K | Sell |
51
-421
| -89% | -$24.8K | ﹤0.01% | 2218 |
|
|
2020
Q1 | $22K | Buy |
472
+310
| +191% | +$14.4K | ﹤0.01% | 1477 |
|
|
2019
Q4 | $12K | Sell |
162
-162
| -50% | -$12K | ﹤0.01% | 1556 |
|
|
2019
Q3 | $26K | Buy |
324
+107
| +49% | +$8.59K | ﹤0.01% | 1139 |
|
|
2019
Q2 | $19K | Sell |
217
-133
| -38% | -$11.6K | ﹤0.01% | 1041 |
|
|
2019
Q1 | $32K | Sell |
350
-410
| -54% | -$37.5K | ﹤0.01% | 1063 |
|
|
2018
Q4 | $54K | Buy |
+760
| New | +$54K | ﹤0.01% | 515 |
|