Rockefeller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1M | Sell |
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|
2025
Q1 | $21.1M | Buy |
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|
2024
Q4 | $25.5M | Sell |
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|
2024
Q3 | $24.1M | Sell |
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|
2024
Q2 | $20.3M | Buy |
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|
2024
Q1 | $18.3M | Sell |
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|
2023
Q4 | $17M | Buy |
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|
2023
Q3 | $12.8M | Sell |
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|
2023
Q2 | $12.2M | Sell |
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|
2023
Q1 | $12.1M | Sell |
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|
2022
Q4 | $12.3M | Sell |
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|
2022
Q3 | $9.58M | Buy |
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|
2022
Q2 | $202K | Buy |
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|
2022
Q1 | $78K | Buy |
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|
2021
Q4 | $71K | Sell |
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|
2021
Q3 | $129K | Sell |
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|
2021
Q2 | $199K | Buy |
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|
2021
Q1 | $74K | Buy |
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|
2020
Q4 | $17K | Buy |
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|
2020
Q3 | $5K | Buy |
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|
2020
Q2 | $3K | Sell |
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|
2020
Q1 | $22K | Buy |
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|
2019
Q4 | $12K | Sell |
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|
2019
Q3 | $26K | Buy |
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|
2019
Q2 | $19K | Sell |
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|
2019
Q1 | $32K | Sell |
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|
2018
Q4 | $54K | Buy |
|