Convergence Investment Partners’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,474	Closed	-$232K	–	219
2022 Q2	$232K	Buy	2,474 +1	+0%	+$107	0.14%	148
2022 Q1	$275K	Buy	2,473 +498	+25%	+$61.3K	0.14%	144
2021 Q4	$268K	Buy	1,975 +127	+7%	+$18.5K	0.14%	148
2021 Q3	$247K	Sell	1,848 -713	-28%	-$96.9K	0.13%	166
2021 Q2	$361K	Sell	2,561 -475	-16%	-$66.4K	0.16%	137
2021 Q1	$400K	Buy	+3,036	New	+$371K	0.18%	118
2019 Q2	–	Sell	-19,042	Closed	-$1.73M	–	325
2019 Q1	$1.73M	Buy	+19,042	New	+$1.67M	0.38%	99
2018 Q3	–	Sell	-9,230	Closed	-$973K	–	325
2018 Q2	$973K	Buy	+9,230	New	+$952K	0.14%	199
2017 Q3	–	Sell	-65,834	Closed	-$4.64M	–	348
2017 Q2	$4.64M	Buy	+65,834	New	+$4.79M	0.68%	16