Valley National Advisers’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 | $1.67M | Sell |
5,590
-43
| -0.8% | -$14.1K | 0.22% | 97 |
|
|
2025
Q4 | $1.92M | Sell |
5,633
-24
| -0.4% | -$7.71K | 0.27% | 91 |
|
|
2025
Q3 | $1.91M | Sell |
5,657
-120
| -2% | -$37.6K | 0.3% | 98 |
|
|
2025
Q2 | $1.56M | Sell |
5,777
-342
| -6% | -$75.2K | 0.25% | 102 |
|
|
2025
Q1 | $1.22M | Sell |
6,119
-35
| -0.6% | -$8.72K | 0.22% | 114 |
|
|
2024
Q4 | $1.71M | Sell |
6,154
-690
| -10% | -$195K | 0.31% | 87 |
|
|
2024
Q3 | $1.73M | Sell |
6,844
-5,626
| -45% | -$1.34M | 0.31% | 93 |
|
|
2024
Q2 | $2.6M | Sell |
12,470
-437
| -3% | -$85K | 0.39% | 60 |
|
|
2024
Q1 | $2.48M | Sell |
12,907
-686
| -5% | -$124K | 0.38% | 64 |
|
|
2023
Q4 | $2.32M | Sell |
13,593
-771
| -5% | -$112K | 0.37% | 60 |
|
|
2023
Q3 | $1.98M | Sell |
14,364
-892
| -6% | -$121K | 0.35% | 60 |
|
|
2023
Q2 | $1.89M | Sell |
15,256
-813
| -5% | -$93.5K | 0.32% | 63 |
|
|
2023
Q1 | $1.96M | Buy |
16,069
+224
| +1% | +$27.8K | 0.35% | 64 |
|
|
2022
Q4 | $2M | Sell |
15,845
-538
| -3% | -$56.2K | 0.36% | 66 |
|
|
2022
Q3 | $1.51M | Buy |
16,383
+994
| +6% | +$94K | 0.31% | 72 |
|
|
2022
Q2 | $1.44M | Buy |
15,389
+1,043
| +7% | +$111K | 0.3% | 68 |
|
|
2022
Q1 | $1.6M | Buy |
14,346
+8,102
| +130% | +$997K | 0.31% | 73 |
|
|
2021
Q4 | $848K | Buy |
6,244
+790
| +14% | +$115K | 0.16% | 125 |
|
|
2021
Q3 | $729K | Buy |
5,454
+97
| +2% | +$13.2K | 0.13% | 134 |
|
|
2021
Q2 | $754K | Hold |
5,357
| – | – | 0.14% | 129 |
|
|
2021
Q1 | $706K | Sell |
5,357
-17
| -0.3% | -$2.08K | 0.14% | 127 |
|
|
2020
Q4 | $589K | Buy |
+5,374
| New | +$478K | 0.12% | 130 |
|
Other funds holding EVR
VPM
VCM
