Segall Bryant & Hamill’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 | $10.3M | Buy |
+34,507
| New | +$11.3M | 0.15% | 225 |
|
|
2025
Q2 | – | Sell |
-28,966
| Closed | -$5.79M | – | 592 |
|
|
2025
Q1 | $5.79M | Sell |
28,966
-816
| -3% | -$203K | 0.09% | 291 |
|
|
2024
Q4 | $8.26M | Sell |
29,782
-401
| -1% | -$114K | 0.11% | 262 |
|
|
2024
Q3 | $7.65M | Sell |
30,183
-18,249
| -38% | -$4.34M | 0.1% | 271 |
|
|
2024
Q2 | $10.1M | Buy |
48,432
+1,317
| +3% | +$256K | 0.18% | 186 |
|
|
2024
Q1 | $9.07M | Buy |
47,115
+9,937
| +27% | +$1.8M | 0.17% | 203 |
|
|
2023
Q4 | $6.36M | Sell |
37,178
-4,289
| -10% | -$621K | 0.12% | 245 |
|
|
2023
Q3 | $5.72M | Buy |
41,467
+38,347
| +1,229% | +$5.21M | 0.07% | 305 |
|
|
2023
Q2 | $386K | Buy |
3,120
+200
| +7% | +$23K | ﹤0.01% | 602 |
|
|
2023
Q1 | $336K | Buy |
2,920
+845
| +41% | +$105K | ﹤0.01% | 624 |
|
|
2022
Q4 | $226K | Buy |
+2,075
| New | +$217K | ﹤0.01% | 684 |
|
|
2022
Q1 | – | Sell |
-33,293
| Closed | -$4.52M | – | 754 |
|
|
2021
Q4 | $4.52M | Buy |
33,293
+2,772
| +9% | +$404K | 0.04% | 333 |
|
|
2021
Q3 | $4.08M | Buy |
30,521
+863
| +3% | +$117K | 0.04% | 368 |
|
|
2021
Q2 | $4.17M | Sell |
29,658
-17,621
| -37% | -$2.46M | 0.04% | 361 |
|
|
2021
Q1 | $6.23M | Buy |
47,279
+19,321
| +69% | +$2.36M | 0.06% | 295 |
|
|
2020
Q4 | $3.07M | Sell |
27,958
-446
| -2% | -$39.7K | 0.03% | 366 |
|
|
2020
Q3 | $1.86M | Buy |
28,404
+20,285
| +250% | +$1.23M | 0.03% | 399 |
|
|
2020
Q2 | $478K | Buy |
8,119
+248
| +3% | +$13.5K | 0.01% | 599 |
|
|
2020
Q1 | $363K | Sell |
7,871
-875
| -10% | -$58.6K | 0.01% | 644 |
|
|
2019
Q4 | $654K | Sell |
8,746
-107,398
| -92% | -$8.19M | 0.01% | 608 |
|
|
2019
Q3 | $9.3M | Sell |
116,144
-8,828
| -7% | -$732K | 0.14% | 176 |
|
|
2019
Q2 | $11.1M | Buy |
124,972
+115,660
| +1,242% | +$10.3M | 0.17% | 164 |
|
|
2019
Q1 | $847K | Buy |
9,312
+226
| +2% | +$19.8K | 0.01% | 566 |
|
|
2018
Q4 | $650K | Sell |
9,086
-241
| -3% | -$19.8K | 0.01% | 600 |
|
|
2018
Q3 | $938K | Sell |
9,327
-67
| -0.7% | -$7.22K | 0.01% | 558 |
|
|
2018
Q2 | $991K | Buy |
+9,394
| New | +$969K | 0.02% | 543 |
|
Other funds holding EVR
VPM
VCM
