Zacks 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 | $5.08M | Buy |
+18,805
| New | +$5.08M | 0.04% | 213 |
|
|
2022
Q2 | – | Sell |
-22,554
| Closed | -$2.51M | – | 589 |
|
|
2022
Q1 | $2.51M | Sell |
22,554
-100
| -0.4% | -$11.1K | 0.03% | 258 |
|
|
2021
Q4 | $3.08M | Buy |
22,654
+605
| +3% | +$82.2K | 0.04% | 244 |
|
|
2021
Q3 | $2.95M | Buy |
22,049
+237
| +1% | +$31.7K | 0.05% | 243 |
|
|
2021
Q2 | $3.07M | Sell |
21,812
-739
| -3% | -$104K | 0.05% | 238 |
|
|
2021
Q1 | $2.97M | Buy |
22,551
+1,748
| +8% | +$230K | 0.05% | 221 |
|
|
2020
Q4 | $2.28M | Buy |
20,803
+1,484
| +8% | +$163K | 0.04% | 239 |
|
|
2020
Q3 | $1.26M | Buy |
19,319
+3,741
| +24% | +$245K | 0.03% | 283 |
|
|
2020
Q2 | $918K | Sell |
15,578
-13,079
| -46% | -$771K | 0.02% | 310 |
|
|
2020
Q1 | $1.32M | Sell |
28,657
-28,098
| -50% | -$1.29M | 0.03% | 251 |
|
|
2019
Q4 | $4.24M | Sell |
56,755
-7,896
| -12% | -$590K | 0.08% | 165 |
|
|
2019
Q3 | $5.18M | Buy |
64,651
+1,215
| +2% | +$97.3K | 0.1% | 144 |
|
|
2019
Q2 | $5.62M | Sell |
63,436
-34,972
| -36% | -$3.1M | 0.12% | 142 |
|
|
2019
Q1 | $8.96M | Buy |
98,408
+33,116
| +51% | +$3.01M | 0.19% | 110 |
|
|
2018
Q4 | $4.67M | Buy |
+65,292
| New | +$4.67M | 0.11% | 141 |
|
|
2018
Q3 | – | Sell |
-25,235
| Closed | -$2.66M | – | 548 |
|
|
2018
Q2 | $2.66M | Buy |
25,235
+1,045
| +4% | +$110K | 0.06% | 227 |
|
|
2018
Q1 | $2.11M | Buy |
24,190
+1,486
| +7% | +$130K | 0.05% | 252 |
|
|
2017
Q4 | $2.04M | Buy |
22,704
+1,056
| +5% | +$95K | 0.04% | 261 |
|
|
2017
Q3 | $1.74M | Sell |
21,648
-1,169
| -5% | -$93.8K | 0.04% | 269 |
|
|
2017
Q2 | $1.61M | Buy |
22,817
+2,568
| +13% | +$181K | 0.04% | 269 |
|
|
2017
Q1 | $1.58M | Buy |
+20,249
| New | +$1.58M | 0.04% | 267 |
|
|
2014
Q1 | – | Sell |
-9,034
| Closed | -$540K | – | 694 |
|
|
2013
Q4 | $540K | Buy |
+9,034
| New | +$540K | 0.02% | 357 |
|