State Street’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305M | Sell |
1,129,645
-8,491
| -0.7% | -$2.29M | 0.01% | 699 |
|
|
2025
Q1 | $227M | Buy |
1,138,136
+13,677
| +1% | +$2.73M | 0.01% | 827 |
|
|
2024
Q4 | $312M | Buy |
1,124,459
+25,299
| +2% | +$7.01M | 0.01% | 695 |
|
|
2024
Q3 | $278M | Buy |
1,099,160
+10,629
| +1% | +$2.69M | 0.01% | 739 |
|
|
2024
Q2 | $227M | Sell |
1,088,531
-3,648
| -0.3% | -$760K | 0.01% | 794 |
|
|
2024
Q1 | $210M | Buy |
1,092,179
+35,939
| +3% | +$6.92M | 0.01% | 848 |
|
|
2023
Q4 | $181M | Buy |
1,056,240
+11,663
| +1% | +$1.99M | 0.01% | 907 |
|
|
2023
Q3 | $144M | Buy |
1,044,577
+14,345
| +1% | +$1.98M | 0.01% | 950 |
|
|
2023
Q2 | $127M | Sell |
1,030,232
-11,169
| -1% | -$1.38M | 0.01% | 1064 |
|
|
2023
Q1 | $120M | Buy |
1,041,401
+1,190
| +0.1% | +$137K | 0.01% | 1065 |
|
|
2022
Q4 | $113M | Buy |
1,040,211
+8,176
| +0.8% | +$892K | 0.01% | 1085 |
|
|
2022
Q3 | $84.9M | Sell |
1,032,035
-58,581
| -5% | -$4.82M | 0.01% | 1224 |
|
|
2022
Q2 | $102M | Buy |
1,090,616
+14,066
| +1% | +$1.32M | 0.01% | 1133 |
|
|
2022
Q1 | $120M | Buy |
1,076,550
+9,175
| +0.9% | +$1.02M | 0.01% | 1166 |
|
|
2021
Q4 | $145M | Buy |
1,067,375
+29,773
| +3% | +$4.04M | 0.01% | 1028 |
|
|
2021
Q3 | $139M | Sell |
1,037,602
-14,439
| -1% | -$1.93M | 0.01% | 1035 |
|
|
2021
Q2 | $148M | Buy |
1,052,041
+83,825
| +9% | +$11.8M | 0.01% | 1030 |
|
|
2021
Q1 | $128M | Buy |
968,216
+16,103
| +2% | +$2.12M | 0.01% | 1052 |
|
|
2020
Q4 | $104M | Buy |
952,113
+18,293
| +2% | +$2.01M | 0.01% | 1118 |
|
|
2020
Q3 | $61.1M | Sell |
933,820
-43,673
| -4% | -$2.86M | ﹤0.01% | 1317 |
|
|
2020
Q2 | $57.6M | Buy |
977,493
+2,845
| +0.3% | +$168K | ﹤0.01% | 1358 |
|
|
2020
Q1 | $44.9M | Buy |
974,648
+16,749
| +2% | +$771K | ﹤0.01% | 1330 |
|
|
2019
Q4 | $71.6M | Sell |
957,899
-36,744
| -4% | -$2.75M | ﹤0.01% | 1278 |
|
|
2019
Q3 | $79.7M | Sell |
994,643
-44,456
| -4% | -$3.56M | 0.01% | 1140 |
|
|
2019
Q2 | $92M | Buy |
1,039,099
+18,790
| +2% | +$1.66M | 0.01% | 1100 |
|
|
2019
Q1 | $92.8M | Buy |
1,020,309
+17,503
| +2% | +$1.59M | 0.01% | 1056 |
|
|
2018
Q4 | $71.8M | Sell |
1,002,806
-126,169
| -11% | -$9.03M | 0.01% | 1113 |
|
|
2018
Q3 | $114M | Buy |
1,128,975
+41,981
| +4% | +$4.22M | 0.01% | 985 |
|
|
2018
Q2 | $115M | Sell |
1,086,994
-280,353
| -21% | -$29.6M | 0.01% | 947 |
|
|
2018
Q1 | $119M | Buy |
1,367,347
+345,897
| +34% | +$30.2M | 0.01% | 909 |
|
|
2017
Q4 | $91.9M | Buy |
1,021,450
+41,164
| +4% | +$3.7M | 0.01% | 1063 |
|
|
2017
Q3 | $78.7M | Sell |
980,286
-32,098
| -3% | -$2.58M | 0.01% | 1118 |
|
|
2017
Q2 | $71.4M | Buy |
1,012,384
+77,176
| +8% | +$5.44M | 0.01% | 1141 |
|
|
2017
Q1 | $72.9M | Buy |
935,208
+74,762
| +9% | +$5.82M | 0.01% | 1107 |
|
|
2016
Q4 | $59.1M | Sell |
860,446
-1,491
| -0.2% | -$102K | 0.01% | 1175 |
|
|
2016
Q3 | $44.4M | Buy |
861,937
+70,724
| +9% | +$3.64M | ﹤0.01% | 1271 |
|
|
2016
Q2 | $35M | Buy |
791,213
+42,549
| +6% | +$1.88M | ﹤0.01% | 1367 |
|
|
2016
Q1 | $38.7M | Buy |
748,664
+19,161
| +3% | +$992K | ﹤0.01% | 1292 |
|
|
2015
Q4 | $39.4M | Buy |
729,503
+33,263
| +5% | +$1.8M | ﹤0.01% | 1293 |
|
|
2015
Q3 | $35M | Sell |
696,240
-20,666
| -3% | -$1.04M | ﹤0.01% | 1370 |
|
|
2015
Q2 | $38.7M | Buy |
716,906
+6,814
| +1% | +$368K | ﹤0.01% | 1415 |
|
|
2015
Q1 | $36.7M | Buy |
710,092
+8,610
| +1% | +$445K | ﹤0.01% | 1419 |
|
|
2014
Q4 | $36.7M | Sell |
701,482
-4,505
| -0.6% | -$236K | ﹤0.01% | 1386 |
|
|
2014
Q3 | $33.2M | Sell |
705,987
-8,380
| -1% | -$394K | ﹤0.01% | 1392 |
|
|
2014
Q2 | $41.2M | Sell |
714,367
-16,544
| -2% | -$954K | ﹤0.01% | 1324 |
|
|
2014
Q1 | $40.4M | Buy |
730,911
+74,367
| +11% | +$4.11M | ﹤0.01% | 1319 |
|
|
2013
Q4 | $39.2M | Buy |
656,544
+29,715
| +5% | +$1.78M | ﹤0.01% | 1335 |
|
|
2013
Q3 | $30.9M | Buy |
626,829
+61,974
| +11% | +$3.05M | ﹤0.01% | 1434 |
|
|
2013
Q2 | $22.2M | Buy |
+564,855
| New | +$22.2M | ﹤0.01% | 1560 |
|