Wellington Management Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152M | Buy |
563,617
+394,040
| +232% | +$106M | 0.03% | 426 |
|
|
2025
Q1 | $33.9M | Sell |
169,577
-685,940
| -80% | -$137M | 0.01% | 798 |
|
|
2024
Q4 | $237M | Sell |
855,517
-512,612
| -37% | -$142M | 0.04% | 330 |
|
|
2024
Q3 | $347M | Buy |
1,368,129
+579,924
| +74% | +$147M | 0.06% | 271 |
|
|
2024
Q2 | $164M | Buy |
788,205
+326,205
| +71% | +$68M | 0.03% | 429 |
|
|
2024
Q1 | $89M | Buy |
462,000
+295,755
| +178% | +$57M | 0.02% | 586 |
|
|
2023
Q4 | $28.4M | Buy |
166,245
+5,253
| +3% | +$899K | 0.01% | 867 |
|
|
2023
Q3 | $22.2M | Sell |
160,992
-154,109
| -49% | -$21.2M | ﹤0.01% | 910 |
|
|
2023
Q2 | $38.9M | Buy |
315,101
+16,259
| +5% | +$2.01M | 0.01% | 771 |
|
|
2023
Q1 | $34.5M | Buy |
298,842
+94,027
| +46% | +$10.8M | 0.01% | 791 |
|
|
2022
Q4 | $22.3M | Sell |
204,815
-102,908
| -33% | -$11.2M | ﹤0.01% | 888 |
|
|
2022
Q3 | $25.3M | Sell |
307,723
-83,126
| -21% | -$6.84M | 0.01% | 847 |
|
|
2022
Q2 | $36.6M | Buy |
390,849
+112,807
| +41% | +$10.6M | 0.01% | 767 |
|
|
2022
Q1 | $31M | Buy |
278,042
+94,553
| +52% | +$10.5M | 0.01% | 902 |
|
|
2021
Q4 | $24.9M | Sell |
183,489
-16,198
| -8% | -$2.2M | ﹤0.01% | 1023 |
|
|
2021
Q3 | $26.7M | Sell |
199,687
-150,513
| -43% | -$20.1M | ﹤0.01% | 1003 |
|
|
2021
Q2 | $49.3M | Sell |
350,200
-57,390
| -14% | -$8.08M | 0.01% | 830 |
|
|
2021
Q1 | $53.7M | Sell |
407,590
-282,593
| -41% | -$37.2M | 0.01% | 773 |
|
|
2020
Q4 | $75.7M | Buy |
690,183
+266,513
| +63% | +$29.2M | 0.01% | 662 |
|
|
2020
Q3 | $27.7M | Buy |
423,670
+127,888
| +43% | +$8.37M | 0.01% | 872 |
|
|
2020
Q2 | $17.4M | Sell |
295,782
-96,235
| -25% | -$5.67M | ﹤0.01% | 954 |
|
|
2020
Q1 | $18.1M | Sell |
392,017
-152,210
| -28% | -$7.01M | ﹤0.01% | 901 |
|
|
2019
Q4 | $40.7M | Buy |
544,227
+82,146
| +18% | +$6.14M | 0.01% | 815 |
|
|
2019
Q3 | $37M | Buy |
462,081
+18,053
| +4% | +$1.45M | 0.01% | 799 |
|
|
2019
Q2 | $39.3M | Sell |
444,028
-2,947
| -0.7% | -$261K | 0.01% | 828 |
|
|
2019
Q1 | $40.7M | Buy |
446,975
+5,240
| +1% | +$477K | 0.01% | 810 |
|
|
2018
Q4 | $31.6M | Sell |
441,735
-63,488
| -13% | -$4.54M | 0.01% | 858 |
|
|
2018
Q3 | $50.8M | Buy |
505,223
+54,516
| +12% | +$5.48M | 0.01% | 793 |
|
|
2018
Q2 | $47.5M | Sell |
450,707
-82,067
| -15% | -$8.65M | 0.01% | 811 |
|
|
2018
Q1 | $46.5M | Sell |
532,774
-83,680
| -14% | -$7.3M | 0.01% | 809 |
|
|
2017
Q4 | $55.5M | Buy |
616,454
+14,035
| +2% | +$1.26M | 0.01% | 743 |
|
|
2017
Q3 | $48.3M | Sell |
602,419
-162,029
| -21% | -$13M | 0.01% | 767 |
|
|
2017
Q2 | $53.9M | Sell |
764,448
-780,847
| -51% | -$55.1M | 0.01% | 711 |
|
|
2017
Q1 | $120M | Sell |
1,545,295
-625,660
| -29% | -$48.7M | 0.03% | 446 |
|
|
2016
Q4 | $149M | Sell |
2,170,955
-792,585
| -27% | -$54.5M | 0.04% | 386 |
|
|
2016
Q3 | $153M | Sell |
2,963,540
-150,932
| -5% | -$7.77M | 0.04% | 375 |
|
|
2016
Q2 | $138M | Buy |
3,114,472
+1,143,483
| +58% | +$50.5M | 0.04% | 391 |
|
|
2016
Q1 | $102M | Sell |
1,970,989
-24,028
| -1% | -$1.24M | 0.03% | 457 |
|
|
2015
Q4 | $108M | Buy |
1,995,017
+750,583
| +60% | +$40.6M | 0.03% | 441 |
|
|
2015
Q3 | $62.5M | Buy |
1,244,434
+281,994
| +29% | +$14.2M | 0.02% | 603 |
|
|
2015
Q2 | $51.9M | Buy |
962,440
+600,236
| +166% | +$32.4M | 0.01% | 709 |
|
|
2015
Q1 | $18.7M | Buy |
362,204
+84,470
| +30% | +$4.36M | ﹤0.01% | 1056 |
|
|
2014
Q4 | $14.5M | Buy |
277,734
+55,591
| +25% | +$2.91M | ﹤0.01% | 1132 |
|
|
2014
Q3 | $10.4M | Sell |
222,143
-60,265
| -21% | -$2.83M | ﹤0.01% | 1227 |
|
|
2014
Q2 | $16.3M | Buy |
282,408
+100,008
| +55% | +$5.76M | ﹤0.01% | 1101 |
|
|
2014
Q1 | $10.1M | Buy |
182,400
+21,754
| +14% | +$1.2M | ﹤0.01% | 1237 |
|
|
2013
Q4 | $9.6M | Buy |
160,646
+154,946
| +2,718% | +$9.26M | ﹤0.01% | 1252 |
|
|
2013
Q3 | $281K | Buy |
+5,700
| New | +$281K | ﹤0.01% | 2084 |
|