Clark Capital Management Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-158,445
| Closed | -$30.5M | – | 395 |
|
|
2024
Q1 | $30.5M | Sell |
158,445
-83,741
| -35% | -$16.1M | 0.23% | 136 |
|
|
2023
Q4 | $41.4M | Buy |
242,186
+1,303
| +0.5% | +$223K | 0.34% | 90 |
|
|
2023
Q3 | $33.2M | Sell |
240,883
-81,533
| -25% | -$11.2M | 0.33% | 97 |
|
|
2023
Q2 | $39.8M | Buy |
322,416
+9,299
| +3% | +$1.15M | 0.36% | 78 |
|
|
2023
Q1 | $36.1M | Buy |
313,117
+9,789
| +3% | +$1.13M | 0.4% | 78 |
|
|
2022
Q4 | $33.1M | Buy |
303,328
+62,345
| +26% | +$6.8M | 0.3% | 98 |
|
|
2022
Q3 | $19.8M | Buy |
240,983
+8,067
| +3% | +$664K | 0.26% | 140 |
|
|
2022
Q2 | $21.8M | Buy |
232,916
+10,943
| +5% | +$1.02M | 0.29% | 114 |
|
|
2022
Q1 | $24.7M | Sell |
221,973
-19,369
| -8% | -$2.16M | 0.28% | 130 |
|
|
2021
Q4 | $32.8M | Buy |
241,342
+12,791
| +6% | +$1.74M | 0.4% | 92 |
|
|
2021
Q3 | $30.6M | Buy |
228,551
+4,562
| +2% | +$610K | 0.42% | 81 |
|
|
2021
Q2 | $31.5M | Buy |
223,989
+5,083
| +2% | +$716K | 0.44% | 78 |
|
|
2021
Q1 | $28.8M | Sell |
218,906
-95,496
| -30% | -$12.6M | 0.44% | 83 |
|
|
2020
Q4 | $34.5M | Buy |
314,402
+267,001
| +563% | +$29.3M | 0.57% | 49 |
|
|
2020
Q3 | $3.1M | Buy |
+47,401
| New | +$3.1M | 0.06% | 186 |
|
|
2019
Q4 | – | Sell |
-242,681
| Closed | -$19.4M | – | 324 |
|
|
2019
Q3 | $19.4M | Buy |
+242,681
| New | +$19.4M | 0.44% | 95 |
|
|
2019
Q2 | – | Sell |
-39,514
| Closed | -$3.6M | – | 300 |
|
|
2019
Q1 | $3.6M | Buy |
+39,514
| New | +$3.6M | 0.09% | 149 |
|
|
2017
Q3 | – | Sell |
-28,725
| Closed | -$2.03M | – | 300 |
|
|
2017
Q2 | $2.03M | Buy |
+28,725
| New | +$2.03M | 0.08% | 159 |
|