Royce & Associates’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 | $37.8M | Buy |
126,617
+30,669
| +32% | +$10M | 0.37% | 68 |
|
|
2025
Q4 | $32.6M | Sell |
95,948
-27,385
| -22% | -$8.8M | 0.33% | 74 |
|
|
2025
Q3 | $41.6M | Sell |
123,333
-22,752
| -16% | -$7.13M | 0.41% | 56 |
|
|
2025
Q2 | $39.4M | Buy |
146,085
+111,885
| +327% | +$24.6M | 0.4% | 55 |
|
|
2025
Q1 | $6.83M | Sell |
34,200
-39,350
| -54% | -$9.8M | 0.07% | 384 |
|
|
2024
Q4 | $20.4M | Sell |
73,550
-27,374
| -27% | -$7.75M | 0.19% | 156 |
|
|
2024
Q3 | $25.6M | Sell |
100,924
-7,057
| -7% | -$1.68M | 0.23% | 124 |
|
|
2024
Q2 | $22.5M | Sell |
107,981
-13,205
| -11% | -$2.57M | 0.21% | 138 |
|
|
2024
Q1 | $23.3M | Buy |
121,186
+16,207
| +15% | +$2.93M | 0.21% | 132 |
|
|
2023
Q4 | $18M | Buy |
104,979
+17,138
| +20% | +$2.48M | 0.17% | 174 |
|
|
2023
Q3 | $12.1M | Sell |
87,841
-11,446
| -12% | -$1.55M | 0.12% | 225 |
|
|
2023
Q2 | $12.3M | Sell |
99,287
-1,368
| -1% | -$157K | 0.12% | 241 |
|
|
2023
Q1 | $11.6M | Sell |
100,655
-4,019
| -4% | -$500K | 0.12% | 252 |
|
|
2022
Q4 | $11.4M | Buy |
104,674
+8,838
| +9% | +$922K | 0.12% | 254 |
|
|
2022
Q3 | $7.88M | Sell |
95,836
-3,144
| -3% | -$297K | 0.09% | 322 |
|
|
2022
Q2 | $9.27M | Sell |
98,980
-31,429
| -24% | -$3.35M | 0.1% | 303 |
|
|
2022
Q1 | $14.5M | Sell |
130,409
-6,420
| -5% | -$790K | 0.12% | 243 |
|
|
2021
Q4 | $18.6M | Sell |
136,829
-11,985
| -8% | -$1.75M | 0.14% | 220 |
|
|
2021
Q3 | $19.9M | Sell |
148,814
-65,202
| -30% | -$8.86M | 0.15% | 205 |
|
|
2021
Q2 | $30.1M | Sell |
214,016
-89,100
| -29% | -$12.5M | 0.21% | 140 |
|
|
2021
Q1 | $39.9M | Sell |
303,116
-16,205
| -5% | -$1.98M | 0.27% | 85 |
|
|
2020
Q4 | $35M | Sell |
319,321
-50,883
| -14% | -$4.53M | 0.29% | 77 |
|
|
2020
Q3 | $24.2M | Sell |
370,204
-10,542
| -3% | -$640K | 0.26% | 93 |
|
|
2020
Q2 | $22.4M | Sell |
380,746
-142,674
| -27% | -$7.76M | 0.25% | 103 |
|
|
2020
Q1 | $24.1M | Buy |
523,420
+380,024
| +265% | +$25.5M | 0.33% | 68 |
|
|
2019
Q4 | $10.7M | Buy |
143,396
+30,396
| +27% | +$2.32M | 0.1% | 300 |
|
|
2019
Q3 | $9.05M | Buy |
+113,000
| New | +$9.36M | 0.08% | 340 |
|
|
2016
Q3 | – | Sell |
-11,300
| Closed | -$499K | – | 1086 |
|
|
2016
Q2 | $499K | Sell |
11,300
-23,000
| -67% | -$1.15M | ﹤0.01% | 987 |
|
|
2016
Q1 | $1.77M | Sell |
34,300
-1,800
| -5% | -$86K | 0.01% | 849 |
|
|
2015
Q4 | $1.95M | Buy |
36,100
+3,900
| +12% | +$211K | 0.01% | 857 |
|
|
2015
Q3 | $1.62M | Sell |
32,200
-1,700
| -5% | -$93.1K | 0.01% | 906 |
|
|
2015
Q2 | $1.83M | Hold |
33,900
| – | – | 0.01% | 946 |
|
|
2015
Q1 | $1.75M | Buy |
+33,900
| New | +$1.72M | 0.01% | 965 |
|
|
2013
Q4 | – | Sell |
-93,000
| Closed | -$4.58M | – | 1449 |
|
|
2013
Q3 | $4.58M | Sell |
93,000
-174,000
| -65% | -$8.01M | 0.01% | 868 |
|
|
2013
Q2 | $10.5M | Buy |
+267,000
| New | +$10.3M | 0.03% | 605 |
|
Other funds holding EVR
VPM
VCM
