Axiom Investors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,009
| Closed | -$2.22M | – | 144 |
|
|
2024
Q4 | $2.22M | Buy |
+8,009
| New | +$2.22M | 0.02% | 122 |
|
|
2018
Q4 | – | Sell |
-21,632
| Closed | -$2.18M | – | 135 |
|
|
2018
Q3 | $2.18M | Sell |
21,632
-25,618
| -54% | -$2.58M | 0.06% | 112 |
|
|
2018
Q2 | $4.98M | Sell |
47,250
-5,660
| -11% | -$597K | 0.15% | 82 |
|
|
2018
Q1 | $4.61M | Sell |
52,910
-13,007
| -20% | -$1.13M | 0.11% | 92 |
|
|
2017
Q4 | $5.93M | Buy |
65,917
+24,891
| +61% | +$2.24M | 0.15% | 81 |
|
|
2017
Q3 | $3.29M | Buy |
41,026
+7,278
| +22% | +$584K | 0.07% | 103 |
|
|
2017
Q2 | $2.38M | Sell |
33,748
-36,981
| -52% | -$2.61M | 0.06% | 117 |
|
|
2017
Q1 | $5.51M | Sell |
70,729
-26,839
| -28% | -$2.09M | 0.14% | 72 |
|
|
2016
Q4 | $6.7M | Buy |
+97,568
| New | +$6.7M | 0.19% | 67 |
|
|
2014
Q4 | – | Sell |
-31,330
| Closed | -$1.47M | – | 163 |
|
|
2014
Q3 | $1.47M | Sell |
31,330
-8,570
| -21% | -$403K | 0.04% | 121 |
|
|
2014
Q2 | $2.3M | Sell |
39,900
-200
| -0.5% | -$11.5K | 0.05% | 102 |
|
|
2014
Q1 | $2.22M | Sell |
40,100
-14,800
| -27% | -$818K | 0.05% | 103 |
|
|
2013
Q4 | $3.28M | Buy |
54,900
+4,400
| +9% | +$263K | 0.09% | 89 |
|
|
2013
Q3 | $2.49M | Buy |
+50,500
| New | +$2.49M | 0.08% | 87 |
|