Vaughan Nelson Investment Management’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-155,535	Closed	-$39.4M	–	213
2024 Q3	$39.4M	Sell	155,535 -190,935	-55%	-$48.4M	0.35%	95
2024 Q2	$72.2M	Buy	346,470 +54,400	+19%	+$11.3M	0.67%	38
2024 Q1	$56.3M	Buy	+292,070	New	+$56.3M	0.49%	61