Westwood Holdings 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 | $22.4M | Buy |
+82,846
| New | +$22.4M | 0.17% | 161 |
|
|
2022
Q1 | – | Sell |
-2,537
| Closed | -$345K | – | 462 |
|
|
2021
Q4 | $345K | Sell |
2,537
-73,088
| -97% | -$9.94M | ﹤0.01% | 401 |
|
|
2021
Q3 | $10.1M | Sell |
75,625
-10,945
| -13% | -$1.46M | 0.11% | 192 |
|
|
2021
Q2 | $12.2M | Buy |
86,570
+5,389
| +7% | +$759K | 0.12% | 187 |
|
|
2021
Q1 | $10.7M | Buy |
+81,181
| New | +$10.7M | 0.11% | 205 |
|