State Street’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 | $305M | Sell |
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|
2025
Q1 | $227M | Buy |
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|
2024
Q4 | $312M | Buy |
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|
2024
Q3 | $278M | Buy |
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|
2024
Q2 | $227M | Sell |
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|
2024
Q1 | $210M | Buy |
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|
2023
Q4 | $181M | Buy |
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|
2023
Q3 | $144M | Buy |
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|
2023
Q2 | $127M | Sell |
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|
2023
Q1 | $120M | Buy |
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|
2022
Q4 | $113M | Buy |
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|
2022
Q3 | $84.9M | Sell |
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|
2022
Q2 | $102M | Buy |
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|
2022
Q1 | $120M | Buy |
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|
2021
Q4 | $145M | Buy |
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|
2021
Q3 | $139M | Sell |
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|
2021
Q2 | $148M | Buy |
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|
2021
Q1 | $128M | Buy |
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|
2020
Q4 | $104M | Buy |
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|
2020
Q3 | $61.1M | Sell |
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|
2020
Q2 | $57.6M | Buy |
|
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|
2020
Q1 | $44.9M | Buy |
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|
2019
Q4 | $71.6M | Sell |
|
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|
2019
Q3 | $79.7M | Sell |
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|
2019
Q2 | $92M | Buy |
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|
2019
Q1 | $92.8M | Buy |
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|
2018
Q4 | $71.8M | Sell |
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|
2018
Q3 | $114M | Buy |
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|
2018
Q2 | $115M | Sell |
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|
2018
Q1 | $119M | Buy |
|
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|
2017
Q4 | $91.9M | Buy |
|
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|
2017
Q3 | $78.7M | Sell |
|
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|
2017
Q2 | $71.4M | Buy |
|
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|
2017
Q1 | $72.9M | Buy |
|
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|
2016
Q4 | $59.1M | Sell |
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|
2016
Q3 | $44.4M | Buy |
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|
2016
Q2 | $35M | Buy |
|
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|
2016
Q1 | $38.7M | Buy |
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|
2015
Q4 | $39.4M | Buy |
|
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|
2015
Q3 | $35M | Sell |
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|
2015
Q2 | $38.7M | Buy |
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|
2015
Q1 | $36.7M | Buy |
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|
2014
Q4 | $36.7M | Sell |
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|
2014
Q3 | $33.2M | Sell |
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|
2014
Q2 | $41.2M | Sell |
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|
2014
Q1 | $40.4M | Buy |
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|
2013
Q4 | $39.2M | Buy |
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|
2013
Q3 | $30.9M | Buy |
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|
2013
Q2 | $22.2M | Buy |
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