Aristotle Capital Boston’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-221,315
| Closed | -$30.1M | – | 134 |
|
|
2021
Q4 | $30.1M | Sell |
221,315
-5,427
| -2% | -$737K | 0.7% | 64 |
|
|
2021
Q3 | $30.3M | Sell |
226,742
-96,955
| -30% | -$13M | 0.71% | 62 |
|
|
2021
Q2 | $45.6M | Sell |
323,697
-18,033
| -5% | -$2.54M | 1.04% | 29 |
|
|
2021
Q1 | $45M | Sell |
341,730
-161,446
| -32% | -$21.3M | 1% | 30 |
|
|
2020
Q4 | $55.2M | Buy |
503,176
+25,019
| +5% | +$2.74M | 1.31% | 22 |
|
|
2020
Q3 | $31.3M | Buy |
478,157
+131,512
| +38% | +$8.61M | 0.91% | 43 |
|
|
2020
Q2 | $20.4M | Buy |
+346,645
| New | +$20.4M | 0.62% | 65 |
|