Swiss National Bank’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 | $22.9M | Buy |
76,560
+480
| +0.6% | +$157K | 0.01% | 619 |
|
|
2025
Q4 | $25.9M | Buy |
76,080
+1,080
| +1% | +$347K | 0.02% | 583 |
|
|
2025
Q3 | $25.3M | Buy |
75,000
+5,900
| +9% | +$1.85M | 0.01% | 577 |
|
|
2025
Q2 | $18.7M | Sell |
69,100
-1,000
| -1% | -$220K | 0.01% | 644 |
|
|
2025
Q1 | $14M | Sell |
70,100
-1,500
| -2% | -$374K | 0.01% | 748 |
|
|
2024
Q4 | $19.8M | Buy |
71,600
+200
| +0.3% | +$56.7K | 0.01% | 640 |
|
|
2024
Q3 | $18.1M | Sell |
71,400
-900
| -1% | -$214K | 0.01% | 667 |
|
|
2024
Q2 | $15.1M | Buy |
72,300
+1,700
| +2% | +$331K | 0.01% | 710 |
|
|
2024
Q1 | $13.6M | Sell |
70,600
-400
| -0.6% | -$72.4K | 0.01% | 775 |
|
|
2023
Q4 | $12.1M | Sell |
71,000
-9,100
| -11% | -$1.32M | 0.01% | 803 |
|
|
2023
Q3 | $11M | Buy |
80,100
+200
| +0.3% | +$27.1K | 0.01% | 834 |
|
|
2023
Q2 | $9.87M | Buy |
79,900
+200
| +0.3% | +$23K | 0.01% | 909 |
|
|
2023
Q1 | $9.2M | Sell |
79,700
-10,100
| -11% | -$1.26M | 0.01% | 919 |
|
|
2022
Q4 | $9.8M | Sell |
89,800
-6,500
| -7% | -$678K | 0.01% | 927 |
|
|
2022
Q3 | $7.92M | Buy |
96,300
+5,800
| +6% | +$548K | 0.01% | 1009 |
|
|
2022
Q2 | $8.47M | Sell |
90,500
-1,700
| -2% | -$181K | 0.01% | 1009 |
|
|
2022
Q1 | $10.3M | Buy |
92,200
+4,900
| +6% | +$603K | 0.01% | 1014 |
|
|
2021
Q4 | $11.9M | Sell |
87,300
-3,100
| -3% | -$452K | 0.01% | 918 |
|
|
2021
Q3 | $12.1M | Sell |
90,400
-2,200
| -2% | -$299K | 0.01% | 901 |
|
|
2021
Q2 | $13M | Sell |
92,600
-300
| -0.3% | -$41.9K | 0.01% | 881 |
|
|
2021
Q1 | $12.2M | Buy |
92,900
+1,000
| +1% | +$122K | 0.01% | 881 |
|
|
2020
Q4 | $10.1M | Hold |
91,900
| – | – | 0.01% | 926 |
|
|
2020
Q3 | $6.02M | Buy |
91,900
+1,200
| +1% | +$72.8K | ﹤0.01% | 1060 |
|
|
2020
Q2 | $5.34M | Buy |
90,700
+14,900
| +20% | +$810K | ﹤0.01% | 1110 |
|
|
2020
Q1 | $3.49M | Sell |
75,800
-500
| -0.7% | -$33.5K | ﹤0.01% | 1118 |
|
|
2019
Q4 | $5.7M | Sell |
76,300
-900
| -1% | -$68.6K | 0.01% | 1058 |
|
|
2019
Q3 | $6.18M | Buy |
77,200
+900
| +1% | +$74.6K | 0.01% | 980 |
|
|
2019
Q2 | $6.76M | Buy |
76,300
+2,500
| +3% | +$223K | 0.01% | 936 |
|
|
2019
Q1 | $6.72M | Buy |
73,800
+1,400
| +2% | +$123K | 0.01% | 921 |
|
|
2018
Q4 | $5.18M | Buy |
72,400
+600
| +0.8% | +$49.3K | 0.01% | 963 |
|
|
2018
Q3 | $7.22M | Hold |
71,800
| – | – | 0.01% | 877 |
|
|
2018
Q2 | $7.57M | Buy |
71,800
+3,500
| +5% | +$361K | 0.01% | 846 |
|
|
2018
Q1 | $5.96M | Buy |
68,300
+1,500
| +2% | +$141K | 0.01% | 953 |
|
|
2017
Q4 | $6.01M | Sell |
66,800
-1,600
| -2% | -$133K | 0.01% | 938 |
|
|
2017
Q3 | $5.49M | Hold |
68,400
| – | – | 0.01% | 964 |
|
|
2017
Q2 | $4.82M | Buy |
68,400
+4,200
| +7% | +$305K | 0.01% | 1017 |
|
|
2017
Q1 | $5M | Hold |
64,200
| – | – | 0.01% | 982 |
|
|
2016
Q4 | $4.41M | Hold |
64,200
| – | – | 0.01% | 1033 |
|
|
2016
Q3 | $3.31M | Sell |
64,200
-500
| -0.8% | -$25.1K | 0.01% | 1173 |
|
|
2016
Q2 | $2.86M | Buy |
64,700
+600
| +0.9% | +$29.9K | ﹤0.01% | 1241 |
|
|
2016
Q1 | $3.2M | Buy |
64,100
+12,900
| +25% | +$616K | 0.01% | 1131 |
|
|
2015
Q4 | $2.77M | Buy |
51,200
+5,200
| +11% | +$281K | 0.01% | 1119 |
|
|
2015
Q3 | $2.31M | Buy |
46,000
+5,400
| +13% | +$296K | 0.01% | 1206 |
|
|
2015
Q2 | $2.19M | Buy |
40,600
+1,600
| +4% | +$81.6K | 0.01% | 1252 |
|
|
2015
Q1 | $2.02M | Hold |
39,000
| – | – | 0.01% | 1280 |
|
|
2014
Q4 | $2.04M | Buy |
39,000
+4,700
| +14% | +$235K | 0.01% | 1240 |
|
|
2014
Q3 | $1.61M | Sell |
34,300
-500
| -1% | -$25.9K | 0.01% | 1333 |
|
|
2014
Q2 | $2.01M | Buy |
34,800
+2,700
| +8% | +$148K | 0.01% | 1253 |
|
|
2014
Q1 | $1.77M | Buy |
32,100
+8,100
| +34% | +$463K | 0.01% | 1284 |
|
|
2013
Q4 | $1.44M | Hold |
24,000
| – | – | 0.01% | 1257 |
|
|
2013
Q3 | $1.18M | Sell |
24,000
-1,400
| -6% | -$64.4K | ﹤0.01% | 1330 |
|
|
2013
Q2 | $998K | Buy |
+25,400
| New | +$984K | ﹤0.01% | 1430 |
|
Other funds holding EVR
VPM
VCM
