TD Asset Management’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258M | Buy |
955,407
+372,036
| +64% | +$100M | 0.22% | 91 |
|
|
2025
Q1 | $117M | Sell |
583,371
-372,956
| -39% | -$74.5M | 0.11% | 170 |
|
|
2024
Q4 | $265M | Sell |
956,327
-101,403
| -10% | -$28.1M | 0.23% | 84 |
|
|
2024
Q3 | $269M | Buy |
1,057,730
+27,249
| +3% | +$6.92M | 0.24% | 91 |
|
|
2024
Q2 | $215M | Buy |
1,030,481
+223,383
| +28% | +$46.6M | 0.2% | 116 |
|
|
2024
Q1 | $155M | Buy |
807,098
+706,913
| +706% | +$136M | 0.14% | 145 |
|
|
2023
Q4 | $17.1M | Sell |
100,185
-13,485
| -12% | -$2.31M | 0.02% | 509 |
|
|
2023
Q3 | $15.7M | Buy |
113,670
+25,735
| +29% | +$3.55M | 0.02% | 487 |
|
|
2023
Q2 | $10.9M | Buy |
+87,935
| New | +$10.9M | 0.01% | 580 |
|
|
2018
Q1 | – | Sell |
-2,600
| Closed | -$234K | – | 1352 |
|
|
2017
Q4 | $234K | Buy |
+2,600
| New | +$234K | ﹤0.01% | 1287 |
|