UBS Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50M | Sell |
185,322
-596,864
| -76% | -$161M | 0.01% | 1205 |
|
|
2025
Q1 | $156M | Buy |
782,186
+600,241
| +330% | +$120M | 0.03% | 525 |
|
|
2024
Q4 | $50.4M | Buy |
181,945
+127,642
| +235% | +$35.4M | 0.01% | 1114 |
|
|
2024
Q3 | $13.8M | Buy |
54,303
+8,965
| +20% | +$2.27M | ﹤0.01% | 1487 |
|
|
2024
Q2 | $9.45M | Buy |
45,338
+1,980
| +5% | +$413K | ﹤0.01% | 1637 |
|
|
2024
Q1 | $8.35M | Sell |
43,358
-9,355
| -18% | -$1.8M | ﹤0.01% | 1740 |
|
|
2023
Q4 | $9.02M | Sell |
52,713
-3,238
| -6% | -$554K | ﹤0.01% | 1534 |
|
|
2023
Q3 | $7.71M | Sell |
55,951
-5,422
| -9% | -$748K | ﹤0.01% | 1558 |
|
|
2023
Q2 | $7.59M | Sell |
61,373
-2,788
| -4% | -$345K | ﹤0.01% | 1591 |
|
|
2023
Q1 | $7.4M | Buy |
64,161
+11,429
| +22% | +$1.32M | ﹤0.01% | 1562 |
|
|
2022
Q4 | $5.75M | Sell |
52,732
-8,164
| -13% | -$891K | ﹤0.01% | 1725 |
|
|
2022
Q3 | $5.01M | Sell |
60,896
-11,899
| -16% | -$979K | ﹤0.01% | 1705 |
|
|
2022
Q2 | $6.82M | Buy |
72,795
+712
| +1% | +$66.7K | ﹤0.01% | 1564 |
|
|
2022
Q1 | $8.03M | Sell |
72,083
-27,136
| -27% | -$3.02M | ﹤0.01% | 1597 |
|
|
2021
Q4 | $13.5M | Sell |
99,219
-12,923
| -12% | -$1.76M | ﹤0.01% | 1344 |
|
|
2021
Q3 | $15M | Buy |
112,142
+3,193
| +3% | +$427K | ﹤0.01% | 1284 |
|
|
2021
Q2 | $15.3M | Buy |
108,949
+12,937
| +13% | +$1.82M | ﹤0.01% | 1254 |
|
|
2021
Q1 | $12.6M | Buy |
96,012
+5,037
| +6% | +$664K | ﹤0.01% | 1297 |
|
|
2020
Q4 | $9.97M | Buy |
90,975
+941
| +1% | +$103K | ﹤0.01% | 1391 |
|
|
2020
Q3 | $5.89M | Buy |
90,034
+38,677
| +75% | +$2.53M | ﹤0.01% | 1593 |
|
|
2020
Q2 | $3.03M | Buy |
51,357
+35,883
| +232% | +$2.11M | ﹤0.01% | 1964 |
|
|
2020
Q1 | $713K | Sell |
15,474
-90,445
| -85% | -$4.17M | ﹤0.01% | 2933 |
|
|
2019
Q4 | $7.92M | Buy |
105,919
+26,075
| +33% | +$1.95M | ﹤0.01% | 1650 |
|
|
2019
Q3 | $6.4M | Sell |
79,844
-21,001
| -21% | -$1.68M | ﹤0.01% | 1671 |
|
|
2019
Q2 | $8.93M | Buy |
100,845
+31,490
| +45% | +$2.79M | ﹤0.01% | 1454 |
|
|
2019
Q1 | $6.31M | Buy |
69,355
+33,865
| +95% | +$3.08M | ﹤0.01% | 1631 |
|
|
2018
Q4 | $2.54M | Sell |
35,490
-4,937
| -12% | -$353K | ﹤0.01% | 2244 |
|
|
2018
Q3 | $4.07M | Buy |
40,427
+3,698
| +10% | +$372K | ﹤0.01% | 2049 |
|
|
2018
Q2 | $3.87M | Buy |
36,729
+5,656
| +18% | +$596K | ﹤0.01% | 2050 |
|
|
2018
Q1 | $2.71M | Sell |
31,073
-48,760
| -61% | -$4.25M | ﹤0.01% | 2327 |
|
|
2017
Q4 | $7.19M | Buy |
79,833
+52,897
| +196% | +$4.76M | ﹤0.01% | 1563 |
|
|
2017
Q3 | $2.16M | Sell |
26,936
-17,958
| -40% | -$1.44M | ﹤0.01% | 2436 |
|
|
2017
Q2 | $3.17M | Sell |
44,894
-32,788
| -42% | -$2.31M | ﹤0.01% | 2040 |
|
|
2017
Q1 | $6.05M | Sell |
77,682
-68,964
| -47% | -$5.37M | ﹤0.01% | 1512 |
|
|
2016
Q4 | $10.1M | Sell |
146,646
-202,091
| -58% | -$13.9M | 0.01% | 1108 |
|
|
2016
Q3 | $18M | Buy |
348,737
+36,065
| +12% | +$1.86M | 0.01% | 798 |
|
|
2016
Q2 | $13.8M | Sell |
312,672
-3,847
| -1% | -$170K | 0.01% | 900 |
|
|
2016
Q1 | $16.4M | Sell |
316,519
-59,543
| -16% | -$3.08M | 0.01% | 798 |
|
|
2015
Q4 | $20.3M | Buy |
376,062
+41,207
| +12% | +$2.23M | 0.01% | 733 |
|
|
2015
Q3 | $16.8M | Sell |
334,855
-10,717
| -3% | -$538K | 0.01% | 787 |
|
|
2015
Q2 | $18.6M | Buy |
345,572
+66,819
| +24% | +$3.61M | 0.01% | 803 |
|
|
2015
Q1 | $14.4M | Buy |
278,753
+109,609
| +65% | +$5.66M | 0.01% | 940 |
|
|
2014
Q4 | $8.86M | Buy |
+169,144
| New | +$8.86M | 0.01% | 1221 |
|