Aperio Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.62M | Buy |
23,878
+2,118
| +10% | +$232K | 0.01% | 1109 |
|
|
2020
Q3 | $1.42M | Buy |
21,760
+1,412
| +7% | +$92.4K | ﹤0.01% | 1272 |
|
|
2020
Q2 | $1.2M | Buy |
20,348
+2,289
| +13% | +$135K | ﹤0.01% | 1335 |
|
|
2020
Q1 | $832K | Buy |
18,059
+9,598
| +113% | +$442K | ﹤0.01% | 1386 |
|
|
2019
Q4 | $633K | Sell |
8,461
-3,153
| -27% | -$236K | ﹤0.01% | 1675 |
|
|
2019
Q3 | $930K | Sell |
11,614
-2,421
| -17% | -$194K | ﹤0.01% | 1435 |
|
|
2019
Q2 | $1.24M | Sell |
14,035
-2,811
| -17% | -$249K | 0.01% | 1294 |
|
|
2019
Q1 | $1.53M | Sell |
16,846
-4,895
| -23% | -$445K | 0.01% | 1160 |
|
|
2018
Q4 | $1.56M | Buy |
21,741
+5,065
| +30% | +$363K | 0.01% | 1088 |
|
|
2018
Q3 | $1.68M | Buy |
16,676
+324
| +2% | +$32.6K | 0.01% | 1131 |
|
|
2018
Q2 | $1.72M | Buy |
16,352
+7,023
| +75% | +$740K | 0.01% | 1093 |
|
|
2018
Q1 | $813K | Sell |
9,329
-880
| -9% | -$76.7K | ﹤0.01% | 1438 |
|
|
2017
Q4 | $919K | Buy |
10,209
+824
| +9% | +$74.2K | ﹤0.01% | 1349 |
|
|
2017
Q3 | $753K | Buy |
9,385
+316
| +3% | +$25.4K | ﹤0.01% | 1439 |
|
|
2017
Q2 | $639K | Buy |
9,069
+90
| +1% | +$6.34K | ﹤0.01% | 1506 |
|
|
2017
Q1 | $699K | Buy |
8,979
+1,035
| +13% | +$80.6K | ﹤0.01% | 1351 |
|
|
2016
Q4 | $546K | Buy |
7,944
+1,734
| +28% | +$119K | ﹤0.01% | 1459 |
|
|
2016
Q3 | $320K | Buy |
6,210
+117
| +2% | +$6.03K | ﹤0.01% | 1680 |
|
|
2016
Q2 | $269K | Sell |
6,093
-402
| -6% | -$17.7K | ﹤0.01% | 1704 |
|
|
2016
Q1 | $336K | Buy |
6,495
+672
| +12% | +$34.8K | ﹤0.01% | 1586 |
|
|
2015
Q4 | $315K | Buy |
5,823
+263
| +5% | +$14.2K | ﹤0.01% | 1585 |
|
|
2015
Q3 | $279K | Buy |
5,560
+110
| +2% | +$5.52K | ﹤0.01% | 1599 |
|
|
2015
Q2 | $294K | Buy |
5,450
+357
| +7% | +$19.3K | ﹤0.01% | 1648 |
|
|
2015
Q1 | $263K | Buy |
+5,093
| New | +$263K | ﹤0.01% | 1661 |
|