Bogle Investment Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,159
| Closed | -$924K | – | 294 |
|
|
2019
Q1 | $924K | Sell |
10,159
-90,663
| -90% | -$8.25M | 0.07% | 201 |
|
|
2018
Q4 | $7.22M | Buy |
100,822
+16,993
| +20% | +$1.22M | 0.56% | 75 |
|
|
2018
Q3 | $8.43M | Sell |
83,829
-54,019
| -39% | -$5.43M | 0.61% | 68 |
|
|
2018
Q2 | $14.5M | Sell |
137,848
-9,175
| -6% | -$967K | 1.05% | 13 |
|
|
2018
Q1 | $12.8M | Buy |
147,023
+130,733
| +803% | +$11.4M | 0.96% | 41 |
|
|
2017
Q4 | $1.47M | Buy |
+16,290
| New | +$1.47M | 0.11% | 172 |
|
|
2014
Q2 | – | Sell |
-12,864
| Closed | -$710K | – | 347 |
|
|
2014
Q1 | $710K | Sell |
12,864
-23,865
| -65% | -$1.32M | 0.05% | 289 |
|
|
2013
Q4 | $2.2M | Buy |
36,729
+26,227
| +250% | +$1.57M | 0.19% | 157 |
|
|
2013
Q3 | $517K | Sell |
10,502
-32,900
| -76% | -$1.62M | 0.05% | 267 |
|
|
2013
Q2 | $1.7M | Buy |
+43,402
| New | +$1.7M | 0.21% | 153 |
|