Acadian Asset Management’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,553
| Closed | -$909K | – | 1705 |
|
|
2025
Q1 | $909K | Buy |
4,553
+2,775
| +156% | +$554K | ﹤0.01% | 958 |
|
|
2024
Q4 | $492K | Buy |
+1,778
| New | +$492K | ﹤0.01% | 1075 |
|
|
2023
Q1 | – | Sell |
-1,415
| Closed | -$154K | – | 1811 |
|
|
2022
Q4 | $154K | Sell |
1,415
-362
| -20% | -$39.4K | ﹤0.01% | 1346 |
|
|
2022
Q3 | $145K | Buy |
+1,777
| New | +$145K | ﹤0.01% | 1278 |
|
|
2021
Q3 | – | Sell |
-478
| Closed | -$67K | – | 1795 |
|
|
2021
Q2 | $67K | Sell |
478
-18,510
| -97% | -$2.59M | ﹤0.01% | 1745 |
|
|
2021
Q1 | $2.5M | Buy |
18,988
+12,184
| +179% | +$1.6M | 0.01% | 672 |
|
|
2020
Q4 | $746K | Buy |
6,804
+1,911
| +39% | +$210K | ﹤0.01% | 1083 |
|
|
2020
Q3 | $320K | Buy |
4,893
+3,990
| +442% | +$261K | ﹤0.01% | 1282 |
|
|
2020
Q2 | $53K | Buy |
+903
| New | +$53K | ﹤0.01% | 1900 |
|
|
2019
Q4 | – | Sell |
-442
| Closed | -$35K | – | 1951 |
|
|
2019
Q3 | $35K | Sell |
442
-17,458
| -98% | -$1.38M | ﹤0.01% | 1660 |
|
|
2019
Q2 | $1.59M | Sell |
17,900
-19,168
| -52% | -$1.7M | 0.01% | 686 |
|
|
2019
Q1 | $3.37M | Buy |
37,068
+17,093
| +86% | +$1.56M | 0.01% | 538 |
|
|
2018
Q4 | $1.43M | Sell |
19,975
-20,874
| -51% | -$1.49M | 0.01% | 648 |
|
|
2018
Q3 | $4.11M | Sell |
40,849
-33,003
| -45% | -$3.32M | 0.02% | 413 |
|
|
2018
Q2 | $7.79M | Sell |
73,852
-147,411
| -67% | -$15.5M | 0.03% | 327 |
|
|
2018
Q1 | $19.3M | Buy |
221,263
+191,299
| +638% | +$16.7M | 0.08% | 201 |
|
|
2017
Q4 | $2.7M | Buy |
29,964
+1,940
| +7% | +$175K | 0.01% | 495 |
|
|
2017
Q3 | $2.25M | Sell |
28,024
-262,079
| -90% | -$21M | 0.01% | 530 |
|
|
2017
Q2 | $20.5M | Sell |
290,103
-199,438
| -41% | -$14.1M | 0.09% | 196 |
|
|
2017
Q1 | $38.1M | Buy |
489,541
+348,043
| +246% | +$27.1M | 0.17% | 123 |
|
|
2016
Q4 | $9.72M | Buy |
141,498
+139,501
| +6,986% | +$9.58M | 0.05% | 283 |
|
|
2016
Q3 | $104K | Buy |
1,997
+1,780
| +820% | +$92.7K | ﹤0.01% | 1057 |
|
|
2016
Q2 | $10K | Hold |
217
| – | – | ﹤0.01% | 1228 |
|
|
2016
Q1 | $12K | Hold |
217
| – | – | ﹤0.01% | 1160 |
|
|
2015
Q4 | $12K | Sell |
217
-1,630
| -88% | -$90.1K | ﹤0.01% | 1208 |
|
|
2015
Q3 | $92K | Buy |
1,847
+1,630
| +751% | +$81.2K | ﹤0.01% | 998 |
|
|
2015
Q2 | $12K | Buy |
217
+124
| +133% | +$6.86K | ﹤0.01% | 1141 |
|
|
2015
Q1 | $5K | Hold |
93
| – | – | ﹤0.01% | 1281 |
|
|
2014
Q4 | $5K | Sell |
93
-14,099
| -99% | -$758K | ﹤0.01% | 1197 |
|
|
2014
Q3 | $667K | Buy |
+14,192
| New | +$667K | ﹤0.01% | 632 |
|
|
2014
Q2 | – | Sell |
-50,781
| Closed | -$2.81M | – | 976 |
|
|
2014
Q1 | $2.81M | Sell |
50,781
-46,793
| -48% | -$2.59M | 0.01% | 422 |
|
|
2013
Q4 | $5.83M | Buy |
97,574
+82,592
| +551% | +$4.94M | 0.03% | 318 |
|
|
2013
Q3 | $737K | Buy |
+14,982
| New | +$737K | ﹤0.01% | 578 |
|