Calamos Advisors’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 |
-3,285
| Closed | -$911K | – | 884 |
|
|
2024
Q4 | $911K | Hold |
3,285
| – | – | ﹤0.01% | 649 |
|
|
2024
Q3 | $832K | Buy |
+3,285
| New | +$832K | ﹤0.01% | 658 |
|
|
2018
Q4 | – | Sell |
-4,190
| Closed | -$421K | – | 636 |
|
|
2018
Q3 | $421K | Buy |
+4,190
| New | +$421K | ﹤0.01% | 558 |
|
|
2018
Q2 | – | Sell |
-251,453
| Closed | -$21.9M | – | 564 |
|
|
2018
Q1 | $21.9M | Sell |
251,453
-76,235
| -23% | -$6.65M | 0.14% | 190 |
|
|
2017
Q4 | $29.5M | Buy |
+327,688
| New | +$29.5M | 0.15% | 139 |
|
|
2016
Q3 | – | Sell |
-541,929
| Closed | -$23.9M | – | 597 |
|
|
2016
Q2 | $23.9M | Sell |
541,929
-203,254
| -27% | -$8.98M | 0.17% | 180 |
|
|
2016
Q1 | $38.6M | Buy |
745,183
+4,713
| +0.6% | +$244K | 0.26% | 131 |
|
|
2015
Q4 | $40M | Buy |
740,470
+61,717
| +9% | +$3.34M | 0.25% | 123 |
|
|
2015
Q3 | $34.1M | Sell |
678,753
-3,842
| -0.6% | -$193K | 0.24% | 137 |
|
|
2015
Q2 | $36.8M | Buy |
682,595
+144,831
| +27% | +$7.82M | 0.23% | 138 |
|
|
2015
Q1 | $27.8M | Buy |
537,764
+525,364
| +4,237% | +$27.1M | 0.17% | 166 |
|
|
2014
Q4 | $649K | Hold |
12,400
| – | – | ﹤0.01% | 570 |
|
|
2014
Q3 | $583K | Hold |
12,400
| – | – | ﹤0.01% | 557 |
|
|
2014
Q2 | $715K | Hold |
12,400
| – | – | ﹤0.01% | 545 |
|
|
2014
Q1 | $685K | Buy |
+12,400
| New | +$685K | ﹤0.01% | 539 |
|