Daruma Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-196,970
| Closed | -$17.9M | – | 10 |
|
|
2019
Q1 | $17.9M | Sell |
196,970
-111,454
| -36% | -$10.1M | 2.04% | 28 |
|
|
2018
Q4 | $22.1M | Sell |
308,424
-27,042
| -8% | -$1.94M | 2.94% | 17 |
|
|
2018
Q3 | $33.7M | Sell |
335,466
-245,996
| -42% | -$24.7M | 3.18% | 16 |
|
|
2018
Q2 | $61.3M | Sell |
581,462
-56,351
| -9% | -$5.94M | 3.98% | 6 |
|
|
2018
Q1 | $55.6M | Sell |
637,813
-6,414
| -1% | -$559K | 3.47% | 10 |
|
|
2017
Q4 | $58M | Sell |
644,227
-11,669
| -2% | -$1.05M | 3.62% | 9 |
|
|
2017
Q3 | $52.6M | Sell |
655,896
-51,474
| -7% | -$4.13M | 3.28% | 16 |
|
|
2017
Q2 | $49.9M | Sell |
707,370
-23,595
| -3% | -$1.66M | 2.97% | 16 |
|
|
2017
Q1 | $56.9M | Sell |
730,965
-40,940
| -5% | -$3.19M | 3.32% | 8 |
|
|
2016
Q4 | $53M | Buy |
771,905
+230,179
| +42% | +$15.8M | 3.02% | 12 |
|
|
2016
Q3 | $27.9M | Buy |
+541,726
| New | +$27.9M | 1.7% | 33 |
|