Aquatic Capital Management’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2M Buy
+6,707
New +$2.2M 0.06% 373
2025
Q3
Sell
-21,009
Closed -$5.67M 1472
2025
Q2
$5.67M Sell
21,009
-2,418
-10% -$532K 0.11% 219
2025
Q1
$4.68M Buy
23,427
+3,595
+18% +$896K 0.12% 227
2024
Q4
$5.5M Buy
+19,832
New +$5.62M 0.15% 182
2024
Q3
Sell
-4,500
Closed -$938K 1250
2024
Q2
$938K Sell
4,500
-6,700
-60% -$1.3M 0.03% 411
2024
Q1
$2.16M Buy
+11,200
New +$2.03M 0.07% 242
2023
Q3
Sell
-1,600
Closed -$198K 1364
2023
Q2
$198K Sell
1,600
-8,400
-84% -$966K 0.01% 669
2023
Q1
$1.15M Buy
+10,000
New +$1.24M 0.07% 252
2022
Q4
Sell
-2,200
Closed -$181K 1502
2022
Q3
$181K Buy
2,200
+600
+38% +$56.7K 0.02% 627
2022
Q2
$150K Buy
1,600
+900
+129% +$95.9K 0.05% 398
2022
Q1
$78K Buy
+700
New +$86.1K 0.12% 198

Other funds holding EVR