UBS Group’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 | $87.3M | Sell |
292,605
-59,179
| -17% | -$19.4M | 0.02% | 1154 |
|
|
2025
Q4 | $120M | Sell |
351,784
-50,908
| -13% | -$16.4M | 0.02% | 899 |
|
|
2025
Q3 | $136M | Buy |
402,692
+217,370
| +117% | +$68.1M | 0.03% | 813 |
|
|
2025
Q2 | $50M | Sell |
185,322
-596,864
| -76% | -$131M | 0.01% | 1523 |
|
|
2025
Q1 | $156M | Buy |
782,186
+600,241
| +330% | +$150M | 0.03% | 648 |
|
|
2024
Q4 | $50.4M | Buy |
181,945
+127,642
| +235% | +$36.2M | 0.01% | 1458 |
|
|
2024
Q3 | $13.8M | Buy |
54,303
+8,965
| +20% | +$2.13M | ﹤0.01% | 2106 |
|
|
2024
Q2 | $9.45M | Buy |
45,338
+1,980
| +5% | +$385K | ﹤0.01% | 2250 |
|
|
2024
Q1 | $8.35M | Sell |
43,358
-9,355
| -18% | -$1.69M | ﹤0.01% | 2437 |
|
|
2023
Q4 | $9.02M | Sell |
52,713
-3,238
| -6% | -$469K | ﹤0.01% | 2187 |
|
|
2023
Q3 | $7.71M | Sell |
55,951
-5,422
| -9% | -$736K | ﹤0.01% | 2192 |
|
|
2023
Q2 | $7.59M | Sell |
61,373
-2,788
| -4% | -$321K | ﹤0.01% | 2191 |
|
|
2023
Q1 | $7.4M | Buy |
64,161
+11,429
| +22% | +$1.42M | ﹤0.01% | 2152 |
|
|
2022
Q4 | $5.75M | Sell |
52,732
-8,164
| -13% | -$852K | ﹤0.01% | 2364 |
|
|
2022
Q3 | $5.01M | Sell |
60,896
-11,899
| -16% | -$1.13M | ﹤0.01% | 2341 |
|
|
2022
Q2 | $6.82M | Buy |
72,795
+712
| +1% | +$75.9K | ﹤0.01% | 2113 |
|
|
2022
Q1 | $8.03M | Sell |
72,083
-27,136
| -27% | -$3.34M | ﹤0.01% | 2114 |
|
|
2021
Q4 | $13.5M | Sell |
99,219
-12,923
| -12% | -$1.88M | 0.01% | 1881 |
|
|
2021
Q3 | $15M | Buy |
112,142
+3,193
| +3% | +$434K | 0.01% | 1722 |
|
|
2021
Q2 | $15.3M | Buy |
108,949
+12,937
| +13% | +$1.81M | 0.01% | 1689 |
|
|
2021
Q1 | $12.6M | Buy |
96,012
+5,037
| +6% | +$615K | 0.01% | 1756 |
|
|
2020
Q4 | $9.97M | Buy |
90,975
+941
| +1% | +$83.7K | ﹤0.01% | 1847 |
|
|
2020
Q3 | $5.89M | Buy |
90,034
+38,677
| +75% | +$2.35M | ﹤0.01% | 2049 |
|
|
2020
Q2 | $3.03M | Buy |
51,357
+35,883
| +232% | +$1.95M | ﹤0.01% | 2491 |
|
|
2020
Q1 | $713K | Sell |
15,474
-90,445
| -85% | -$6.06M | ﹤0.01% | 3659 |
|
|
2019
Q4 | $7.92M | Buy |
105,919
+26,075
| +33% | +$1.99M | ﹤0.01% | 2161 |
|
|
2019
Q3 | $6.4M | Sell |
79,844
-21,001
| -21% | -$1.74M | ﹤0.01% | 2153 |
|
|
2019
Q2 | $8.93M | Buy |
100,845
+31,490
| +45% | +$2.8M | ﹤0.01% | 1855 |
|
|
2019
Q1 | $6.31M | Buy |
69,355
+33,865
| +95% | +$2.97M | ﹤0.01% | 2029 |
|
|
2018
Q4 | $2.54M | Sell |
35,490
-4,937
| -12% | -$405K | ﹤0.01% | 2798 |
|
|
2018
Q3 | $4.07M | Buy |
40,427
+3,698
| +10% | +$399K | ﹤0.01% | 2545 |
|
|
2018
Q2 | $3.87M | Buy |
36,729
+5,656
| +18% | +$583K | ﹤0.01% | 2564 |
|
|
2018
Q1 | $2.71M | Sell |
31,073
-48,760
| -61% | -$4.59M | ﹤0.01% | 2873 |
|
|
2017
Q4 | $7.18M | Buy |
79,833
+52,897
| +196% | +$4.41M | ﹤0.01% | 2006 |
|
|
2017
Q3 | $2.16M | Sell |
26,936
-17,958
| -40% | -$1.35M | ﹤0.01% | 3063 |
|
|
2017
Q2 | $3.17M | Sell |
44,894
-32,788
| -42% | -$2.38M | ﹤0.01% | 2566 |
|
|
2017
Q1 | $6.05M | Sell |
77,682
-68,964
| -47% | -$5.35M | ﹤0.01% | 1927 |
|
|
2016
Q4 | $10.1M | Sell |
146,646
-202,091
| -58% | -$12.4M | 0.01% | 1491 |
|
|
2016
Q3 | $18M | Buy |
348,737
+36,065
| +12% | +$1.81M | 0.01% | 1046 |
|
|
2016
Q2 | $13.8M | Sell |
312,672
-3,847
| -1% | -$192K | 0.01% | 1170 |
|
|
2016
Q1 | $16.4M | Sell |
316,519
-59,543
| -16% | -$2.85M | 0.01% | 1013 |
|
|
2015
Q4 | $20.3M | Buy |
376,062
+41,207
| +12% | +$2.23M | 0.02% | 950 |
|
|
2015
Q3 | $16.8M | Sell |
334,855
-10,717
| -3% | -$587K | 0.01% | 1014 |
|
|
2015
Q2 | $18.6M | Buy |
345,572
+66,819
| +24% | +$3.41M | 0.01% | 1027 |
|
|
2015
Q1 | $14.4M | Buy |
278,753
+109,609
| +65% | +$5.57M | 0.01% | 1178 |
|
|
2014
Q4 | $8.86M | Buy |
+169,144
| New | +$8.47M | 0.01% | 1600 |
|
Other funds holding EVR
VPM
VCM
