SIMG
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Stephens Investment Management Group’s Evercore EVR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$80.6M Buy
298,480
+13,223
+5% +$3.57M 1.06% 34
2025
Q1
$57M Buy
285,257
+82,615
+41% +$16.5M 0.82% 44
2024
Q4
$56.2M Buy
+202,642
New +$56.2M 0.75% 53