SEI Investments’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Buy |
77,861
+49,809
| +178% | +$13.4M | 0.02% | 675 |
|
|
2025
Q1 | $5.6M | Sell |
28,052
-7,856
| -22% | -$1.57M | 0.01% | 1216 |
|
|
2024
Q4 | $9.95M | Sell |
35,908
-3,632
| -9% | -$1.01M | 0.01% | 985 |
|
|
2024
Q3 | $10M | Sell |
39,540
-3,337
| -8% | -$845K | 0.01% | 995 |
|
|
2024
Q2 | $8.94M | Sell |
42,877
-12,501
| -23% | -$2.61M | 0.01% | 978 |
|
|
2024
Q1 | $10.7M | Buy |
55,378
+1,558
| +3% | +$300K | 0.02% | 887 |
|
|
2023
Q4 | $9.21M | Buy |
53,820
+92
| +0.2% | +$15.7K | 0.01% | 923 |
|
|
2023
Q3 | $7.41M | Buy |
53,728
+2,328
| +5% | +$321K | 0.01% | 988 |
|
|
2023
Q2 | $6.35M | Buy |
51,400
+796
| +2% | +$98.4K | 0.01% | 1087 |
|
|
2023
Q1 | $5.84M | Buy |
50,604
+13,049
| +35% | +$1.51M | 0.01% | 1107 |
|
|
2022
Q4 | $4.1M | Sell |
37,555
-1,442
| -4% | -$157K | 0.01% | 1145 |
|
|
2022
Q3 | $3.21M | Buy |
38,997
+4,034
| +12% | +$332K | 0.01% | 1315 |
|
|
2022
Q2 | $3.28M | Sell |
34,963
-5,193
| -13% | -$487K | 0.01% | 1305 |
|
|
2022
Q1 | $4.46M | Sell |
40,156
-36,181
| -47% | -$4.02M | 0.01% | 1163 |
|
|
2021
Q4 | $10.3M | Sell |
76,337
-413
| -0.5% | -$55.9K | 0.02% | 777 |
|
|
2021
Q3 | $10.2M | Sell |
76,750
-34,601
| -31% | -$4.61M | 0.02% | 734 |
|
|
2021
Q2 | $15.7M | Buy |
111,351
+9,248
| +9% | +$1.3M | 0.03% | 509 |
|
|
2021
Q1 | $13.2M | Sell |
102,103
-32,291
| -24% | -$4.18M | 0.03% | 543 |
|
|
2020
Q4 | $14.8M | Sell |
134,394
-4,737
| -3% | -$520K | 0.04% | 468 |
|
|
2020
Q3 | $9.14M | Buy |
139,131
+5
| +0% | +$328 | 0.03% | 583 |
|
|
2020
Q2 | $8.18M | Buy |
139,126
+46,455
| +50% | +$2.73M | 0.03% | 637 |
|
|
2020
Q1 | $4.28M | Sell |
92,671
-61,407
| -40% | -$2.83M | 0.02% | 827 |
|
|
2019
Q4 | $11.5M | Buy |
154,078
+43,984
| +40% | +$3.29M | 0.03% | 517 |
|
|
2019
Q3 | $8.82M | Buy |
110,094
+15,571
| +16% | +$1.25M | 0.02% | 652 |
|
|
2019
Q2 | $8.37M | Sell |
94,523
-19,226
| -17% | -$1.7M | 0.03% | 659 |
|
|
2019
Q1 | $10.4M | Buy |
113,749
+104,012
| +1,068% | +$9.47M | 0.03% | 530 |
|
|
2018
Q4 | $911K | Buy |
9,737
+1,899
| +24% | +$178K | ﹤0.01% | 1551 |
|
|
2018
Q3 | $790K | Sell |
7,838
-7,059
| -47% | -$711K | ﹤0.01% | 1540 |
|
|
2018
Q2 | $1.57M | Buy |
14,897
+4,235
| +40% | +$447K | 0.01% | 1414 |
|
|
2018
Q1 | $930K | Buy |
10,662
+1,437
| +16% | +$125K | ﹤0.01% | 1437 |
|
|
2017
Q4 | $830K | Buy |
9,225
+331
| +4% | +$29.8K | ﹤0.01% | 1542 |
|
|
2017
Q3 | $713K | Buy |
8,894
+2,336
| +36% | +$187K | ﹤0.01% | 1543 |
|
|
2017
Q2 | $462K | Buy |
6,558
+1,245
| +23% | +$87.7K | ﹤0.01% | 1650 |
|
|
2017
Q1 | $414K | Buy |
5,313
+441
| +9% | +$34.4K | ﹤0.01% | 1622 |
|
|
2016
Q4 | $335K | Buy |
4,872
+1,077
| +28% | +$74.1K | ﹤0.01% | 1668 |
|
|
2016
Q3 | $196K | Sell |
3,795
-1,053
| -22% | -$54.4K | ﹤0.01% | 1677 |
|
|
2016
Q2 | $214K | Sell |
4,848
-24,407
| -83% | -$1.08M | ﹤0.01% | 1540 |
|
|
2016
Q1 | $1.52M | Sell |
29,255
-514
| -2% | -$26.6K | 0.01% | 1048 |
|
|
2015
Q4 | $1.61M | Buy |
29,769
+15,184
| +104% | +$821K | 0.01% | 1075 |
|
|
2015
Q3 | $732K | Sell |
14,585
-2,568
| -15% | -$129K | 0.01% | 1146 |
|
|
2015
Q2 | $926K | Buy |
17,153
+1,710
| +11% | +$92.3K | 0.01% | 1000 |
|
|
2015
Q1 | $798K | Buy |
15,443
+3,376
| +28% | +$174K | 0.01% | 1050 |
|
|
2014
Q4 | $632K | Buy |
+12,067
| New | +$632K | 0.01% | 1077 |
|