Stifel Financial’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 | $10.2M | Sell |
34,308
-2,557
| -7% | -$837K | 0.01% | 945 |
|
|
2025
Q4 | $12.5M | Buy |
36,865
+1,875
| +5% | +$603K | 0.01% | 841 |
|
|
2025
Q3 | $11.8M | Buy |
34,990
+10,490
| +43% | +$3.29M | 0.01% | 866 |
|
|
2025
Q2 | $6.62M | Sell |
24,500
-18,039
| -42% | -$3.97M | 0.01% | 1102 |
|
|
2025
Q1 | $8.5M | Buy |
42,539
+11,610
| +38% | +$2.89M | 0.01% | 915 |
|
|
2024
Q4 | $8.57M | Buy |
30,929
+7,552
| +32% | +$2.14M | 0.01% | 923 |
|
|
2024
Q3 | $5.92M | Buy |
23,377
+11,468
| +96% | +$2.73M | 0.01% | 1109 |
|
|
2024
Q2 | $2.48M | Sell |
11,909
-669
| -5% | -$130K | ﹤0.01% | 1575 |
|
|
2024
Q1 | $2.42M | Buy |
12,578
+5,351
| +74% | +$968K | ﹤0.01% | 1580 |
|
|
2023
Q4 | $1.24M | Sell |
7,227
-703
| -9% | -$102K | ﹤0.01% | 2006 |
|
|
2023
Q3 | $1.09M | Sell |
7,930
-3,438
| -30% | -$467K | ﹤0.01% | 1992 |
|
|
2023
Q2 | $1.4M | Sell |
11,368
-4,224
| -27% | -$486K | ﹤0.01% | 1857 |
|
|
2023
Q1 | $1.8M | Sell |
15,592
-1,007
| -6% | -$125K | ﹤0.01% | 1637 |
|
|
2022
Q4 | $1.81M | Sell |
16,599
-13,926
| -46% | -$1.45M | ﹤0.01% | 1592 |
|
|
2022
Q3 | $2.51M | Buy |
30,525
+958
| +3% | +$90.6K | ﹤0.01% | 1311 |
|
|
2022
Q2 | $2.77M | Buy |
29,567
+1,450
| +5% | +$154K | ﹤0.01% | 1284 |
|
|
2022
Q1 | $3.13M | Sell |
28,117
-23
| -0.1% | -$2.83K | ﹤0.01% | 1320 |
|
|
2021
Q4 | $3.82M | Sell |
28,140
-537
| -2% | -$78.3K | 0.01% | 1214 |
|
|
2021
Q3 | $3.83M | Sell |
28,677
-1,961
| -6% | -$266K | 0.01% | 1164 |
|
|
2021
Q2 | $4.31M | Buy |
30,638
+3,066
| +11% | +$429K | 0.01% | 1103 |
|
|
2021
Q1 | $3.63M | Buy |
27,572
+2,962
| +12% | +$362K | 0.01% | 1140 |
|
|
2020
Q4 | $2.7M | Sell |
24,610
-1,816
| -7% | -$162K | ﹤0.01% | 1194 |
|
|
2020
Q3 | $1.73M | Buy |
26,426
+4,126
| +19% | +$250K | ﹤0.01% | 1299 |
|
|
2020
Q2 | $1.31M | Buy |
22,300
+6,755
| +43% | +$367K | ﹤0.01% | 1383 |
|
|
2020
Q1 | $693K | Buy |
15,545
+2,676
| +21% | +$179K | ﹤0.01% | 1650 |
|
|
2019
Q4 | $963K | Sell |
12,869
-1,187
| -8% | -$90.5K | ﹤0.01% | 1862 |
|
|
2019
Q3 | $1.13M | Sell |
14,056
-99,833
| -88% | -$8.27M | ﹤0.01% | 1674 |
|
|
2019
Q2 | $10.1M | Sell |
113,889
-2,110
| -2% | -$188K | 0.03% | 564 |
|
|
2019
Q1 | $10.5M | Buy |
115,999
+109,789
| +1,768% | +$9.64M | 0.03% | 517 |
|
|
2018
Q4 | $450K | Sell |
6,210
-5,325
| -46% | -$437K | ﹤0.01% | 1991 |
|
|
2018
Q3 | $1.17M | Sell |
11,535
-93,452
| -89% | -$10.1M | ﹤0.01% | 1579 |
|
|
2018
Q2 | $11M | Buy |
104,987
+5,965
| +6% | +$615K | 0.03% | 506 |
|
|
2018
Q1 | $8.58M | Buy |
99,022
+92,698
| +1,466% | +$8.73M | 0.03% | 588 |
|
|
2017
Q4 | $573K | Buy |
6,324
+60
| +1% | +$5K | ﹤0.01% | 1838 |
|
|
2017
Q3 | $503K | Sell |
6,264
-21
| -0.3% | -$1.58K | ﹤0.01% | 1885 |
|
|
2017
Q2 | $444K | Buy |
+6,285
| New | +$457K | ﹤0.01% | 1930 |
|
|
2014
Q4 | – | Sell |
-22,252
| Closed | -$1.05M | – | 2363 |
|
|
2014
Q3 | $1.05M | Buy |
22,252
+12,701
| +133% | +$658K | 0.01% | 1103 |
|
|
2014
Q2 | $551K | Buy |
9,551
+999
| +12% | +$54.8K | 0.01% | 1431 |
|
|
2014
Q1 | $472K | Buy |
+8,552
| New | +$489K | ﹤0.01% | 1468 |
|
Other funds holding EVR
VPM
VCM
