Credit Suisse’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $10.8M | Buy |
56,213
+733
| +1% | +$141K | 0.01% | 880 |
|
|
2023
Q4 | $9.49M | Buy |
55,480
+2,687
| +5% | +$460K | 0.01% | 943 |
|
|
2023
Q3 | $7.28M | Buy |
52,793
+3,914
| +8% | +$540K | 0.01% | 1044 |
|
|
2023
Q2 | $6.04M | Buy |
48,879
+4,487
| +10% | +$555K | 0.01% | 1202 |
|
|
2023
Q1 | $5.12M | Buy |
44,392
+276
| +0.6% | +$31.8K | 0.01% | 1283 |
|
|
2022
Q4 | $4.81M | Buy |
44,116
+7,212
| +20% | +$787K | 0.01% | 1314 |
|
|
2022
Q3 | $3.04M | Buy |
36,904
+1,540
| +4% | +$127K | ﹤0.01% | 1559 |
|
|
2022
Q2 | $3.31M | Sell |
35,364
-3,275
| -8% | -$307K | ﹤0.01% | 1554 |
|
|
2022
Q1 | $4.3M | Buy |
38,639
+2,970
| +8% | +$331K | ﹤0.01% | 1556 |
|
|
2021
Q4 | $4.85M | Sell |
35,669
-5,261
| -13% | -$715K | ﹤0.01% | 1527 |
|
|
2021
Q3 | $5.47M | Sell |
40,930
-206
| -0.5% | -$27.5K | ﹤0.01% | 1467 |
|
|
2021
Q2 | $5.66M | Sell |
41,136
-6,591
| -14% | -$907K | ﹤0.01% | 1458 |
|
|
2021
Q1 | $6.29M | Buy |
47,727
+1,706
| +4% | +$225K | ﹤0.01% | 1403 |
|
|
2020
Q4 | $5.05M | Buy |
46,021
+12,868
| +39% | +$1.41M | ﹤0.01% | 1515 |
|
|
2020
Q3 | $2.17M | Sell |
33,153
-9,870
| -23% | -$646K | ﹤0.01% | 1763 |
|
|
2020
Q2 | $2.54M | Sell |
43,023
-47,351
| -52% | -$2.79M | ﹤0.01% | 1696 |
|
|
2020
Q1 | $4.16M | Sell |
90,374
-33,184
| -27% | -$1.53M | ﹤0.01% | 1270 |
|
|
2019
Q4 | $9.24M | Buy |
123,558
+76,521
| +163% | +$5.72M | 0.01% | 1092 |
|
|
2019
Q3 | $3.77M | Sell |
47,037
-123,775
| -72% | -$9.91M | ﹤0.01% | 1523 |
|
|
2019
Q2 | $15.1M | Sell |
170,812
-10,027
| -6% | -$888K | 0.01% | 815 |
|
|
2019
Q1 | $16.5M | Buy |
180,839
+122,098
| +208% | +$11.1M | 0.02% | 751 |
|
|
2018
Q4 | $4.2M | Sell |
58,741
-2,042
| -3% | -$146K | ﹤0.01% | 1353 |
|
|
2018
Q3 | $6.11M | Buy |
60,783
+3,259
| +6% | +$328K | 0.01% | 1283 |
|
|
2018
Q2 | $6.07M | Sell |
57,524
-9,170
| -14% | -$967K | 0.01% | 1320 |
|
|
2018
Q1 | $5.82M | Buy |
66,694
+196
| +0.3% | +$17.1K | 0.01% | 1349 |
|
|
2017
Q4 | $5.98M | Sell |
66,498
-27,358
| -29% | -$2.46M | 0.01% | 1342 |
|
|
2017
Q3 | $7.53M | Buy |
93,856
+54,914
| +141% | +$4.41M | 0.01% | 1170 |
|
|
2017
Q2 | $2.75M | Sell |
38,942
-12,446
| -24% | -$878K | ﹤0.01% | 1711 |
|
|
2017
Q1 | $4M | Sell |
51,388
-8,056
| -14% | -$628K | ﹤0.01% | 1555 |
|
|
2016
Q4 | $4.08M | Buy |
59,444
+25,765
| +77% | +$1.77M | ﹤0.01% | 1554 |
|
|
2016
Q3 | $1.73M | Sell |
33,679
-2,880
| -8% | -$148K | ﹤0.01% | 2197 |
|
|
2016
Q2 | $1.62M | Sell |
36,559
-99
| -0.3% | -$4.38K | ﹤0.01% | 2256 |
|
|
2016
Q1 | $1.9M | Sell |
36,658
-4,895
| -12% | -$253K | ﹤0.01% | 2007 |
|
|
2015
Q4 | $2.25M | Sell |
41,553
-4,075
| -9% | -$220K | ﹤0.01% | 2032 |
|
|
2015
Q3 | $2.29M | Sell |
45,628
-25,675
| -36% | -$1.29M | ﹤0.01% | 1999 |
|
|
2015
Q2 | $3.85M | Buy |
71,303
+2,161
| +3% | +$117K | ﹤0.01% | 1788 |
|
|
2015
Q1 | $3.57M | Buy |
69,142
+807
| +1% | +$41.7K | ﹤0.01% | 1743 |
|
|
2014
Q4 | $3.58M | Sell |
68,335
-60,684
| -47% | -$3.18M | ﹤0.01% | 1778 |
|
|
2014
Q3 | $6.06M | Buy |
129,019
+77,274
| +149% | +$3.63M | ﹤0.01% | 1393 |
|
|
2014
Q2 | $2.98M | Buy |
51,745
+11,533
| +29% | +$665K | ﹤0.01% | 2051 |
|
|
2014
Q1 | $2.22M | Sell |
40,212
-18,193
| -31% | -$1M | ﹤0.01% | 2138 |
|
|
2013
Q4 | $3.49M | Buy |
58,405
+37,952
| +186% | +$2.27M | ﹤0.01% | 1840 |
|
|
2013
Q3 | $1.01M | Sell |
20,453
-6,556
| -24% | -$322K | ﹤0.01% | 2571 |
|
|
2013
Q2 | $1.06M | Buy |
+27,009
| New | +$1.06M | ﹤0.01% | 2394 |
|