Utah Retirement Systems’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Buy |
1,948
+48
| +3% | +$13K | 0.01% | 755 |
|
|
2025
Q1 | $379K | Hold |
1,900
| – | – | ﹤0.01% | 780 |
|
|
2024
Q4 | $527K | Hold |
1,900
| – | – | 0.01% | 766 |
|
|
2024
Q3 | $481K | Hold |
1,900
| – | – | 0.01% | 776 |
|
|
2024
Q2 | $396K | Hold |
1,900
| – | – | ﹤0.01% | 817 |
|
|
2024
Q1 | $366K | Hold |
1,900
| – | – | ﹤0.01% | 822 |
|
|
2023
Q4 | $325K | Hold |
1,900
| – | – | ﹤0.01% | 854 |
|
|
2023
Q3 | $262K | Sell |
1,900
-100
| -5% | -$13.8K | ﹤0.01% | 875 |
|
|
2023
Q2 | $247K | Hold |
2,000
| – | – | ﹤0.01% | 926 |
|
|
2023
Q1 | $231K | Hold |
2,000
| – | – | ﹤0.01% | 909 |
|
|
2022
Q4 | $218K | Buy |
+2,000
| New | +$218K | ﹤0.01% | 917 |
|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$223K | – | 997 |
|
|
2022
Q1 | $223K | Hold |
2,000
| – | – | ﹤0.01% | 956 |
|
|
2021
Q4 | $272K | Hold |
2,000
| – | – | ﹤0.01% | 933 |
|
|
2021
Q3 | $267K | Sell |
2,000
-100
| -5% | -$13.4K | ﹤0.01% | 923 |
|
|
2021
Q2 | $296K | Buy |
2,100
+100
| +5% | +$14.1K | ﹤0.01% | 915 |
|
|
2021
Q1 | $263K | Hold |
2,000
| – | – | ﹤0.01% | 890 |
|
|
2020
Q4 | $219K | Buy |
+2,000
| New | +$219K | ﹤0.01% | 900 |
|
|
2020
Q1 | – | Sell |
-7,379
| Closed | -$552K | – | 935 |
|
|
2019
Q4 | $552K | Sell |
7,379
-200
| -3% | -$15K | 0.01% | 875 |
|
|
2019
Q3 | $607K | Sell |
7,579
-100
| -1% | -$8.01K | 0.01% | 853 |
|
|
2019
Q2 | $681K | Buy |
7,679
+109
| +1% | +$9.67K | 0.01% | 851 |
|
|
2019
Q1 | $689K | Buy |
7,570
+70
| +0.9% | +$6.37K | 0.01% | 843 |
|
|
2018
Q4 | $537K | Hold |
7,500
| – | – | 0.01% | 857 |
|
|
2018
Q3 | $754K | Hold |
7,500
| – | – | 0.01% | 840 |
|
|
2018
Q2 | $791K | Buy |
+7,500
| New | +$791K | 0.02% | 825 |
|