SEI Investments’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 | $21M | Buy |
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|
2025
Q1 | $5.6M | Sell |
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|
2024
Q4 | $9.95M | Sell |
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|
2024
Q3 | $10M | Sell |
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|
2024
Q2 | $8.94M | Sell |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $9.21M | Buy |
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|
2023
Q3 | $7.41M | Buy |
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|
2023
Q2 | $6.35M | Buy |
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|
2023
Q1 | $5.84M | Buy |
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|
2022
Q4 | $4.1M | Sell |
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|
2022
Q3 | $3.21M | Buy |
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|
2022
Q2 | $3.28M | Sell |
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|
2022
Q1 | $4.46M | Sell |
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|
2021
Q4 | $10.3M | Sell |
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|
2021
Q3 | $10.2M | Sell |
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|
2021
Q2 | $15.7M | Buy |
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|
2021
Q1 | $13.2M | Sell |
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|
2020
Q4 | $14.8M | Sell |
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|
2020
Q3 | $9.14M | Buy |
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|
2020
Q2 | $8.18M | Buy |
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|
2020
Q1 | $4.28M | Sell |
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|
2019
Q4 | $11.5M | Buy |
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|
2019
Q3 | $8.82M | Buy |
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|
2019
Q2 | $8.37M | Sell |
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|
2019
Q1 | $10.4M | Buy |
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|
2018
Q4 | $911K | Buy |
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|
2018
Q3 | $790K | Sell |
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|
2018
Q2 | $1.57M | Buy |
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|
2018
Q1 | $930K | Buy |
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|
2017
Q4 | $830K | Buy |
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|
2017
Q3 | $713K | Buy |
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|
2017
Q2 | $462K | Buy |
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|
2017
Q1 | $414K | Buy |
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|
2016
Q4 | $335K | Buy |
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|
2016
Q3 | $196K | Sell |
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|
2016
Q2 | $214K | Sell |
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|
2016
Q1 | $1.51M | Sell |
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|
2015
Q4 | $1.61M | Buy |
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|
2015
Q3 | $732K | Sell |
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|
2015
Q2 | $926K | Buy |
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|
2015
Q1 | $798K | Buy |
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|
2014
Q4 | $632K | Buy |
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