Tortoise Investment Management’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.08K	Buy	+4	New	+$1.08K	﹤0.01%	943
2018 Q4	–	Sell	-168	Closed	-$17K	–	548
2018 Q3	$17K	Hold	168	–	–	﹤0.01%	342
2018 Q2	$18K	Hold	168	–	–	﹤0.01%	346
2018 Q1	$15K	Buy	+168	New	+$15K	﹤0.01%	350