Rothschild Investment LLC’s Evercore EVR Stock Holding History

Rothschild Investment LLC’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
2025 Q2	$1.89K	Buy
2025 Q1	$200	Sell
2024 Q4	$554	Hold
2024 Q3	$507	Buy
2016 Q4	–	Sell
2016 Q3	$319K	Sell
2016 Q2	$340K	Hold
2016 Q1	$398K	Sell
2015 Q4	$417K	Buy