State of Wisconsin Investment Board’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Sell |
67,178
-2,712
| -4% | -$732K | 0.04% | 365 |
|
|
2025
Q1 | $14M | Sell |
69,890
-2,688
| -4% | -$537K | 0.04% | 460 |
|
|
2024
Q4 | $20.1M | Buy |
72,578
+3,589
| +5% | +$995K | 0.05% | 334 |
|
|
2024
Q3 | $17.5M | Sell |
68,989
-94
| -0.1% | -$23.8K | 0.04% | 395 |
|
|
2024
Q2 | $14.4M | Sell |
69,083
-23,205
| -25% | -$4.84M | 0.04% | 425 |
|
|
2024
Q1 | $17.8M | Sell |
92,288
-15,074
| -14% | -$2.9M | 0.05% | 378 |
|
|
2023
Q4 | $18.4M | Sell |
107,362
-4,871
| -4% | -$833K | 0.05% | 344 |
|
|
2023
Q3 | $15.5M | Sell |
112,233
-12,402
| -10% | -$1.71M | 0.05% | 381 |
|
|
2023
Q2 | $15.4M | Sell |
124,635
-2,547
| -2% | -$315K | 0.04% | 426 |
|
|
2023
Q1 | $14.7M | Sell |
127,182
-46,653
| -27% | -$5.38M | 0.04% | 429 |
|
|
2022
Q4 | $19M | Sell |
173,835
-2,888
| -2% | -$315K | 0.06% | 328 |
|
|
2022
Q3 | $14.5M | Sell |
176,723
-2,056
| -1% | -$169K | 0.05% | 405 |
|
|
2022
Q2 | $16.7M | Buy |
178,779
+6,801
| +4% | +$637K | 0.04% | 420 |
|
|
2022
Q1 | $19.1M | Buy |
171,978
+18,425
| +12% | +$2.05M | 0.04% | 448 |
|
|
2021
Q4 | $20.9M | Sell |
153,553
-5,198
| -3% | -$706K | 0.04% | 458 |
|
|
2021
Q3 | $21.2M | Buy |
158,751
+76
| +0% | +$10.2K | 0.04% | 446 |
|
|
2021
Q2 | $22.3M | Sell |
158,675
-8,833
| -5% | -$1.24M | 0.05% | 424 |
|
|
2021
Q1 | $22.1M | Sell |
167,508
-10,677
| -6% | -$1.41M | 0.05% | 405 |
|
|
2020
Q4 | $19.5M | Sell |
178,185
-21,800
| -11% | -$2.39M | 0.05% | 414 |
|
|
2020
Q3 | $13.1M | Buy |
199,985
+130
| +0.1% | +$8.51K | 0.03% | 518 |
|
|
2020
Q2 | $11.8M | Sell |
199,855
-90
| -0% | -$5.3K | 0.03% | 526 |
|
|
2020
Q1 | $9.21M | Sell |
199,945
-270
| -0.1% | -$12.4K | 0.03% | 541 |
|
|
2019
Q4 | $15M | Sell |
200,215
-80
| -0% | -$5.98K | 0.04% | 500 |
|
|
2019
Q3 | $16M | Sell |
200,295
-211
| -0.1% | -$16.9K | 0.04% | 434 |
|
|
2019
Q2 | $17.8M | Buy |
200,506
+2,620
| +1% | +$232K | 0.05% | 404 |
|
|
2019
Q1 | $18M | Buy |
197,886
+43,390
| +28% | +$3.95M | 0.05% | 398 |
|
|
2018
Q4 | $11.1M | Hold |
154,496
| – | – | 0.04% | 490 |
|
|
2018
Q3 | $15.5M | Sell |
154,496
-27,370
| -15% | -$2.75M | 0.04% | 442 |
|
|
2018
Q2 | $19.2M | Buy |
181,866
+7,866
| +5% | +$829K | 0.06% | 367 |
|
|
2018
Q1 | $15.2M | Hold |
174,000
| – | – | 0.04% | 441 |
|
|
2017
Q4 | $15.7M | Sell |
174,000
-25,000
| -13% | -$2.25M | 0.04% | 434 |
|
|
2017
Q3 | $16M | Sell |
199,000
-26,160
| -12% | -$2.1M | 0.05% | 419 |
|
|
2017
Q2 | $15.9M | Sell |
225,160
-19,000
| -8% | -$1.34M | 0.05% | 391 |
|
|
2017
Q1 | $19M | Hold |
244,160
| – | – | 0.07% | 305 |
|
|
2016
Q4 | $16.8M | Sell |
244,160
-59,485
| -20% | -$4.09M | 0.07% | 305 |
|
|
2016
Q3 | $15.6M | Hold |
303,645
| – | – | 0.06% | 350 |
|
|
2016
Q2 | $13.4M | Hold |
303,645
| – | – | 0.05% | 393 |
|
|
2016
Q1 | $15.7M | Hold |
303,645
| – | – | 0.06% | 354 |
|
|
2015
Q4 | $16.4M | Buy |
303,645
+3,009
| +1% | +$163K | 0.06% | 347 |
|
|
2015
Q3 | $15.1M | Hold |
300,636
| – | – | 0.06% | 384 |
|
|
2015
Q2 | $16.2M | Hold |
300,636
| – | – | 0.06% | 393 |
|
|
2015
Q1 | $15.5M | Hold |
300,636
| – | – | 0.05% | 409 |
|
|
2014
Q4 | $15.7M | Sell |
300,636
-65,247
| -18% | -$3.42M | 0.05% | 397 |
|
|
2014
Q3 | $17.2M | Hold |
365,883
| – | – | 0.06% | 379 |
|
|
2014
Q2 | $21.1M | Sell |
365,883
-24,785
| -6% | -$1.43M | 0.08% | 312 |
|
|
2014
Q1 | $21.6M | Hold |
390,668
| – | – | 0.08% | 293 |
|
|
2013
Q4 | $23.4M | Sell |
390,668
-1,123
| -0.3% | -$67.1K | 0.09% | 258 |
|
|
2013
Q3 | $19.3M | Sell |
391,791
-56,761
| -13% | -$2.79M | 0.08% | 299 |
|
|
2013
Q2 | $17.6M | Buy |
+448,552
| New | +$17.6M | 0.07% | 328 |
|