Capital Fund Management (CFM)’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
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|
2025
Q1 | $8.35M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.16M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $703K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $239K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.2M | Sell |
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|
2018
Q3 | $7.22M | Buy |
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|
2018
Q2 | $1.5M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5.72M | Sell |
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|
2017
Q3 | $5.9M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $4.79M | Sell |
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|
2016
Q3 | $5.63M | Buy |
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|
2016
Q2 | $1.91M | Sell |
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|
2016
Q1 | $5.5M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $916K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $772K | Sell |
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|
2014
Q1 | $2.1M | Sell |
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|
2013
Q4 | $5.74M | Sell |
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|
2013
Q3 | $6.41M | Buy |
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