SG Americas Securities’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 | $30.7M | Buy |
103,006
+100,422
| +3,886% | +$32.9M | 0.03% | 402 |
|
|
2025
Q4 | $879K | Buy |
2,584
+505
| +24% | +$162K | ﹤0.01% | 2121 |
|
|
2025
Q3 | $701K | Sell |
2,079
-472
| -19% | -$148K | ﹤0.01% | 1803 |
|
|
2025
Q2 | $689K | Buy |
2,551
+700
| +38% | +$154K | ﹤0.01% | 1429 |
|
|
2025
Q1 | $370K | Buy |
+1,851
| New | +$461K | ﹤0.01% | 2023 |
|
|
2024
Q4 | – | Sell |
-2,224
| Closed | -$563K | – | 3273 |
|
|
2024
Q3 | $563K | Buy |
+2,224
| New | +$529K | ﹤0.01% | 1582 |
|
|
2024
Q2 | – | Sell |
-11,864
| Closed | -$2.29M | – | 2981 |
|
|
2024
Q1 | $2.29M | Buy |
11,864
+8,199
| +224% | +$1.48M | 0.01% | 823 |
|
|
2023
Q4 | $627K | Sell |
3,665
-308
| -8% | -$44.6K | 0.01% | 1321 |
|
|
2023
Q3 | $548K | Sell |
3,973
-1,577
| -28% | -$214K | 0.01% | 1691 |
|
|
2023
Q2 | $686K | Sell |
5,550
-505
| -8% | -$58.1K | 0.01% | 1256 |
|
|
2023
Q1 | $699K | Sell |
6,055
-450
| -7% | -$55.9K | 0.01% | 1444 |
|
|
2022
Q4 | $710K | Sell |
6,505
-3,332
| -34% | -$348K | 0.01% | 1229 |
|
|
2022
Q3 | $809K | Sell |
9,837
-1,308
| -12% | -$124K | 0.01% | 1164 |
|
|
2022
Q2 | $1.04M | Sell |
11,145
-619
| -5% | -$66K | 0.01% | 1260 |
|
|
2022
Q1 | $1.31M | Sell |
11,764
-14,093
| -55% | -$1.73M | 0.01% | 1228 |
|
|
2021
Q4 | $3.51M | Buy |
25,857
+24,156
| +1,420% | +$3.52M | 0.02% | 680 |
|
|
2021
Q3 | $227K | Sell |
1,701
-6,376
| -79% | -$866K | ﹤0.01% | 3143 |
|
|
2021
Q2 | $1.14M | Buy |
8,077
+785
| +11% | +$110K | 0.01% | 1481 |
|
|
2021
Q1 | $961K | Sell |
7,292
-15,576
| -68% | -$1.9M | 0.01% | 1569 |
|
|
2020
Q4 | $2.51M | Buy |
+22,868
| New | +$2.04M | 0.02% | 949 |
|
|
2020
Q3 | – | Sell |
-16,256
| Closed | -$958K | – | 2915 |
|
|
2020
Q2 | $958K | Buy |
+16,256
| New | +$884K | 0.01% | 1456 |
|
|
2020
Q1 | – | Sell |
-3,042
| Closed | -$227K | – | 3510 |
|
|
2019
Q4 | $227K | Sell |
3,042
-14,187
| -82% | -$1.08M | ﹤0.01% | 2391 |
|
|
2019
Q3 | $1.38M | Buy |
17,229
+3,661
| +27% | +$303K | 0.01% | 1209 |
|
|
2019
Q2 | $1.2M | Buy |
13,568
+9,783
| +258% | +$871K | 0.01% | 1312 |
|
|
2019
Q1 | $344K | Sell |
3,785
-845
| -18% | -$74.2K | ﹤0.01% | 2154 |
|
|
2018
Q4 | $331K | Sell |
4,630
-27,603
| -86% | -$2.27M | ﹤0.01% | 2111 |
|
|
2018
Q3 | $3.24M | Buy |
32,233
+16,298
| +102% | +$1.76M | 0.03% | 802 |
|
|
2018
Q2 | $1.68M | Buy |
15,935
+2,174
| +16% | +$224K | 0.02% | 1034 |
|
|
2018
Q1 | $1.2M | Buy |
13,761
+1,610
| +13% | +$152K | 0.01% | 1203 |
|
|
2017
Q4 | $1.09M | Sell |
12,151
-9,808
| -45% | -$818K | 0.01% | 1314 |
|
|
2017
Q3 | $1.76M | Buy |
21,959
+13,305
| +154% | +$1M | 0.02% | 877 |
|
|
2017
Q2 | $610K | Buy |
8,654
+3,342
| +63% | +$243K | 0.01% | 1733 |
|
|
2017
Q1 | $414K | Buy |
5,312
+765
| +17% | +$59.4K | ﹤0.01% | 1973 |
|
|
2016
Q4 | $312K | Sell |
4,547
-2,396
| -35% | -$147K | ﹤0.01% | 2007 |
|
|
2016
Q3 | $358K | Buy |
+6,943
| New | +$349K | ﹤0.01% | 1998 |
|
|
2015
Q1 | – | Sell |
-7,768
| Closed | -$407K | – | 2682 |
|
|
2014
Q4 | $407K | Buy |
+7,768
| New | +$389K | ﹤0.01% | 1811 |
|
|
2014
Q3 | – | Sell |
-3,464
| Closed | -$200K | – | 2690 |
|
|
2014
Q2 | $200K | Buy |
+3,464
| New | +$190K | ﹤0.01% | 2025 |
|
|
2013
Q4 | – | Sell |
-5,663
| Closed | -$279K | – | 2735 |
|
|
2013
Q3 | $279K | Buy |
5,663
+1,005
| +22% | +$46.2K | ﹤0.01% | 1961 |
|
|
2013
Q2 | $183K | Buy |
+4,658
| New | +$180K | ﹤0.01% | 1777 |
|
Other funds holding EVR
VPM
VCM
