Blueshift Asset Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,777
| Closed | -$555K | – | 493 |
|
|
2025
Q1 | $555K | Buy |
+2,777
| New | +$555K | 0.22% | 128 |
|
|
2022
Q1 | – | Sell |
-2,734
| Closed | -$371K | – | 923 |
|
|
2021
Q4 | $371K | Sell |
2,734
-8,427
| -76% | -$1.14M | 0.03% | 569 |
|
|
2021
Q3 | $1.49M | Buy |
+11,161
| New | +$1.49M | 0.08% | 307 |
|
|
2020
Q1 | – | Sell |
-6,007
| Closed | -$449K | – | 350 |
|
|
2019
Q4 | $449K | Buy |
6,007
+2,264
| +60% | +$169K | 0.05% | 481 |
|
|
2019
Q3 | $300K | Buy |
+3,743
| New | +$300K | 0.05% | 517 |
|
|
2019
Q1 | – | Sell |
-4,291
| Closed | -$307K | – | 781 |
|
|
2018
Q4 | $307K | Buy |
+4,291
| New | +$307K | 0.06% | 482 |
|