Adage Capital Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-118,000
| Closed | -$23.6M | – | 880 |
|
2025
Q1 | $23.6M | Buy |
+118,000
| New | +$23.6M | 0.04% | 382 |
|
2022
Q1 | – | Sell |
-3,000
| Closed | -$408K | – | 1098 |
|
2021
Q4 | $408K | Sell |
3,000
-13,363
| -82% | -$1.82M | ﹤0.01% | 947 |
|
2021
Q3 | $2.19M | Hold |
16,363
| – | – | ﹤0.01% | 891 |
|
2021
Q2 | $2.3M | Sell |
16,363
-71,520
| -81% | -$10.1M | ﹤0.01% | 873 |
|
2021
Q1 | $11.6M | Buy |
87,883
+57,481
| +189% | +$7.57M | 0.02% | 632 |
|
2020
Q4 | $3.33M | Buy |
+30,402
| New | +$3.33M | 0.01% | 720 |
|
2020
Q2 | – | Sell |
-35,000
| Closed | -$1.61M | – | 761 |
|
2020
Q1 | $1.61M | Sell |
35,000
-15,000
| -30% | -$691K | ﹤0.01% | 667 |
|
2019
Q4 | $3.74M | Buy |
+50,000
| New | +$3.74M | 0.01% | 635 |
|