Convergence Investment Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,474
| Closed | -$232K | – | 219 |
|
|
2022
Q2 | $232K | Buy |
2,474
+1
| +0% | +$94 | 0.14% | 148 |
|
|
2022
Q1 | $275K | Buy |
2,473
+498
| +25% | +$55.4K | 0.14% | 144 |
|
|
2021
Q4 | $268K | Buy |
1,975
+127
| +7% | +$17.2K | 0.14% | 148 |
|
|
2021
Q3 | $247K | Sell |
1,848
-713
| -28% | -$95.3K | 0.13% | 166 |
|
|
2021
Q2 | $361K | Sell |
2,561
-475
| -16% | -$67K | 0.16% | 137 |
|
|
2021
Q1 | $400K | Buy |
+3,036
| New | +$400K | 0.18% | 118 |
|
|
2019
Q2 | – | Sell |
-19,042
| Closed | -$1.73M | – | 325 |
|
|
2019
Q1 | $1.73M | Buy |
+19,042
| New | +$1.73M | 0.38% | 99 |
|
|
2018
Q3 | – | Sell |
-9,230
| Closed | -$973K | – | 325 |
|
|
2018
Q2 | $973K | Buy |
+9,230
| New | +$973K | 0.14% | 199 |
|
|
2017
Q3 | – | Sell |
-65,834
| Closed | -$4.64M | – | 348 |
|
|
2017
Q2 | $4.64M | Buy |
+65,834
| New | +$4.64M | 0.68% | 16 |
|