WCM Investment Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.7M | Buy |
110,404
+23,824
| +28% | +$6.41M | 0.07% | 59 |
|
|
2025
Q1 | $17.3M | Buy |
86,580
+15,776
| +22% | +$3.15M | 0.04% | 95 |
|
|
2024
Q4 | $19.7M | Sell |
70,804
-24,562
| -26% | -$6.83M | 0.05% | 92 |
|
|
2024
Q3 | $24.2M | Sell |
95,366
-2,542
| -3% | -$646K | 0.05% | 78 |
|
|
2024
Q2 | $19.3M | Buy |
97,908
+1,454
| +2% | +$287K | 0.05% | 99 |
|
|
2024
Q1 | $18.6M | Sell |
96,454
-37,984
| -28% | -$7.32M | 0.04% | 104 |
|
|
2023
Q4 | $23.3M | Buy |
134,438
+10,803
| +9% | +$1.87M | 0.06% | 83 |
|
|
2023
Q3 | $17M | Buy |
123,635
+3,309
| +3% | +$456K | 0.05% | 89 |
|
|
2023
Q2 | $15M | Buy |
120,326
+7,804
| +7% | +$972K | 0.04% | 107 |
|
|
2023
Q1 | $13M | Buy |
+112,522
| New | +$13M | 0.04% | 119 |
|