Weiss Asset Management’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,523	Closed	-$422K	–	429
2024 Q4	$422K	Buy	+1,523	New	+$422K	0.01%	464
2022 Q2	–	Sell	-11,338	Closed	-$1.26M	–	684
2022 Q1	$1.26M	Buy	+11,338	New	+$1.26M	0.03%	491