Crestline Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-970
| Closed | -$269K | – | 213 |
|
|
2024
Q4 | $269K | Buy |
+970
| New | +$269K | 0.01% | 633 |
|
|
2019
Q4 | – | Sell |
-63,917
| Closed | -$5.12M | – | 61 |
|
|
2019
Q3 | $5.12M | Buy |
63,917
+23,824
| +59% | +$1.91M | 0.82% | 22 |
|
|
2019
Q2 | $3.55M | Buy |
+40,093
| New | +$3.55M | 0.48% | 33 |
|
|
2018
Q2 | – | Sell |
-10,748
| Closed | -$937K | – | 252 |
|
|
2018
Q1 | $937K | Buy |
+10,748
| New | +$937K | 0.12% | 156 |
|