Bernzott Capital Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $8.41M | Sell |
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|
2023
Q3 | $8.46M | Sell |
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|
2023
Q2 | $12M | Sell |
|
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|
2023
Q1 | $11.9M | Sell |
|
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|
2022
Q4 | $19.2M | Sell |
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|
2022
Q3 | $14.9M | Sell |
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|
2022
Q2 | $19.6M | Buy |
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|
2022
Q1 | $23.3M | Sell |
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|
2021
Q4 | $28.6M | Sell |
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|
2021
Q3 | $38M | Sell |
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|
2021
Q2 | $41.3M | Sell |
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|
2021
Q1 | $38.8M | Sell |
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|
2020
Q4 | $34.6M | Sell |
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|
2020
Q3 | $21.6M | Buy |
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