Cadence Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,203
| Closed | -$660K | – | 320 |
|
|
2020
Q2 | $660K | Sell |
11,203
-321
| -3% | -$18.9K | 0.1% | 289 |
|
|
2020
Q1 | $531K | Buy |
11,524
+623
| +6% | +$28.7K | 0.09% | 310 |
|
|
2019
Q4 | $815K | Sell |
10,901
-81
| -0.7% | -$6.06K | 0.09% | 300 |
|
|
2019
Q3 | $880K | Sell |
10,982
-193
| -2% | -$15.5K | 0.12% | 280 |
|
|
2019
Q2 | $990K | Sell |
11,175
-293
| -3% | -$26K | 0.1% | 279 |
|
|
2019
Q1 | $1.04M | Sell |
11,468
-38
| -0.3% | -$3.46K | 0.09% | 276 |
|
|
2018
Q4 | $823K | Buy |
11,506
+204
| +2% | +$14.6K | 0.08% | 299 |
|
|
2018
Q3 | $1.14M | Buy |
+11,302
| New | +$1.14M | 0.06% | 379 |
|
|
2014
Q3 | – | Sell |
-76,263
| Closed | -$4.4M | – | 559 |
|
|
2014
Q2 | $4.4M | Sell |
76,263
-29,638
| -28% | -$1.71M | 0.21% | 173 |
|
|
2014
Q1 | $5.85M | Buy |
105,901
+23,166
| +28% | +$1.28M | 0.25% | 160 |
|
|
2013
Q4 | $4.95M | Sell |
82,735
-54,661
| -40% | -$3.27M | 0.19% | 227 |
|
|
2013
Q3 | $6.76M | Sell |
137,396
-135,403
| -50% | -$6.67M | 0.23% | 196 |
|
|
2013
Q2 | $10.7M | Buy |
+272,799
| New | +$10.7M | 0.5% | 46 |
|