AI
Ariel Investments’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-121,221
| Closed | -$25.3M | – | 111 |
|
|
2024
Q2 | $25.3M | Sell |
121,221
-5,022
| -4% | -$1.05M | 0.27% | 81 |
|
|
2024
Q1 | $24.3M | Sell |
126,243
-36,507
| -22% | -$7.03M | 0.24% | 79 |
|
|
2023
Q4 | $27.8M | Sell |
162,750
-2,085
| -1% | -$357K | 0.28% | 75 |
|
|
2023
Q3 | $22.7M | Buy |
164,835
+3,479
| +2% | +$480K | 0.24% | 76 |
|
|
2023
Q2 | $19.9M | Buy |
161,356
+4,934
| +3% | +$610K | 0.19% | 80 |
|
|
2023
Q1 | $18M | Buy |
156,422
+2,311
| +1% | +$267K | 0.17% | 80 |
|
|
2022
Q4 | $16.8M | Sell |
154,111
-29,955
| -16% | -$3.27M | 0.17% | 76 |
|
|
2022
Q3 | $15.1M | Sell |
184,066
-4,911
| -3% | -$404K | 0.17% | 77 |
|
|
2022
Q2 | $17.7M | Sell |
188,977
-24,030
| -11% | -$2.25M | 0.18% | 78 |
|
|
2022
Q1 | $23.7M | Sell |
213,007
-4,045
| -2% | -$450K | 0.21% | 77 |
|
|
2021
Q4 | $29.5M | Sell |
217,052
-22,346
| -9% | -$3.04M | 0.25% | 77 |
|
|
2021
Q3 | $32M | Sell |
239,398
-18,848
| -7% | -$2.52M | 0.29% | 74 |
|
|
2021
Q2 | $36.4M | Sell |
258,246
-1,437
| -0.6% | -$202K | 0.34% | 67 |
|
|
2021
Q1 | $34.2M | Sell |
259,683
-500
| -0.2% | -$65.9K | 0.34% | 67 |
|
|
2020
Q4 | $28.5M | Buy |
260,183
+68,365
| +36% | +$7.5M | 0.32% | 71 |
|
|
2020
Q3 | $12.6M | Hold |
191,818
| – | – | 0.18% | 83 |
|
|
2020
Q2 | $11.3M | Buy |
191,818
+136,918
| +249% | +$8.07M | 0.17% | 84 |
|
|
2020
Q1 | $2.53M | Buy |
54,900
+6,200
| +13% | +$286K | 0.04% | 126 |
|
|
2019
Q4 | $3.64M | Buy |
+48,700
| New | +$3.64M | 0.05% | 119 |
|