Aberdeen Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-120,400
| Closed | -$9M | – | 921 |
|
|
2019
Q4 | $9M | Sell |
120,400
-1,900
| -2% | -$142K | 0.02% | 480 |
|
|
2019
Q3 | $9.8M | Hold |
122,300
| – | – | 0.02% | 449 |
|
|
2019
Q2 | $10.8M | Hold |
122,300
| – | – | 0.02% | 490 |
|
|
2019
Q1 | $11.1M | Hold |
122,300
| – | – | 0.02% | 485 |
|
|
2018
Q4 | $8.51M | Sell |
122,300
-408,901
| -77% | -$28.4M | 0.02% | 474 |
|
|
2018
Q3 | $53.4M | Sell |
531,201
-181,584
| -25% | -$18.3M | 0.1% | 190 |
|
|
2018
Q2 | $75.2M | Buy |
712,785
+132,066
| +23% | +$13.9M | 0.14% | 134 |
|
|
2018
Q1 | $50.6M | Buy |
580,719
+140,194
| +32% | +$12.2M | 0.1% | 199 |
|
|
2017
Q4 | $39.6M | Buy |
440,525
+318,714
| +262% | +$28.7M | 0.08% | 240 |
|
|
2017
Q3 | $9.78M | Buy |
+121,811
| New | +$9.78M | 0.02% | 454 |
|