Capital Fund Management (CFM)’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
46,536
+4,741
| +11% | +$1.28M | 0.03% | 183 |
|
|
2025
Q1 | $8.35M | Buy |
+41,795
| New | +$8.35M | 0.02% | 250 |
|
|
2022
Q3 | – | Sell |
-12,602
| Closed | -$1.18M | – | 678 |
|
|
2022
Q2 | $1.18M | Buy |
12,602
+2,154
| +21% | +$202K | 0.01% | 435 |
|
|
2022
Q1 | $1.16M | Buy |
+10,448
| New | +$1.16M | 0.01% | 454 |
|
|
2020
Q3 | – | Sell |
-11,924
| Closed | -$703K | – | 675 |
|
|
2020
Q2 | $703K | Buy |
+11,924
| New | +$703K | 0.01% | 390 |
|
|
2020
Q1 | – | Sell |
-3,203
| Closed | -$239K | – | 964 |
|
|
2019
Q4 | $239K | Buy |
+3,203
| New | +$239K | ﹤0.01% | 808 |
|
|
2019
Q1 | – | Sell |
-30,784
| Closed | -$2.2M | – | 894 |
|
|
2018
Q4 | $2.2M | Sell |
30,784
-41,016
| -57% | -$2.94M | 0.02% | 355 |
|
|
2018
Q3 | $7.22M | Buy |
71,800
+57,600
| +406% | +$5.79M | 0.04% | 252 |
|
|
2018
Q2 | $1.5M | Buy |
+14,200
| New | +$1.5M | 0.01% | 530 |
|
|
2018
Q1 | – | Sell |
-63,613
| Closed | -$5.73M | – | 952 |
|
|
2017
Q4 | $5.73M | Sell |
63,613
-9,900
| -13% | -$891K | 0.03% | 293 |
|
|
2017
Q3 | $5.9M | Buy |
+73,513
| New | +$5.9M | 0.04% | 267 |
|
|
2017
Q1 | – | Sell |
-69,801
| Closed | -$4.8M | – | 935 |
|
|
2016
Q4 | $4.8M | Sell |
69,801
-39,464
| -36% | -$2.71M | 0.04% | 288 |
|
|
2016
Q3 | $5.63M | Buy |
109,265
+66,100
| +153% | +$3.4M | 0.05% | 236 |
|
|
2016
Q2 | $1.91M | Sell |
43,165
-63,200
| -59% | -$2.79M | 0.02% | 418 |
|
|
2016
Q1 | $5.5M | Buy |
+106,365
| New | +$5.5M | 0.05% | 241 |
|
|
2015
Q1 | – | Sell |
-17,496
| Closed | -$916K | – | 758 |
|
|
2014
Q4 | $916K | Buy |
+17,496
| New | +$916K | 0.01% | 419 |
|
|
2014
Q3 | – | Sell |
-13,396
| Closed | -$772K | – | 720 |
|
|
2014
Q2 | $772K | Sell |
13,396
-24,532
| -65% | -$1.41M | 0.01% | 482 |
|
|
2014
Q1 | $2.1M | Sell |
37,928
-58,068
| -60% | -$3.21M | 0.03% | 327 |
|
|
2013
Q4 | $5.74M | Sell |
95,996
-34,247
| -26% | -$2.05M | 0.07% | 161 |
|
|
2013
Q3 | $6.41M | Buy |
+130,243
| New | +$6.41M | 0.09% | 146 |
|