EAM Investors’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 |
-16,664
| Closed | -$4.62M | – | 284 |
|
|
2024
Q4 | $4.62M | Sell |
16,664
-382
| -2% | -$106K | 0.65% | 52 |
|
|
2024
Q3 | $4.32M | Buy |
17,046
+6,162
| +57% | +$1.56M | 0.65% | 56 |
|
|
2024
Q2 | $2.27M | Sell |
10,884
-10,573
| -49% | -$2.2M | 0.37% | 136 |
|
|
2024
Q1 | $4.13M | Buy |
21,457
+323
| +2% | +$62.2K | 0.64% | 55 |
|
|
2023
Q4 | $3.61M | Buy |
+21,134
| New | +$3.61M | 0.64% | 66 |
|
|
2017
Q2 | – | Sell |
-42,755
| Closed | -$3.33M | – | 316 |
|
|
2017
Q1 | $3.33M | Sell |
42,755
-2,811
| -6% | -$219K | 0.52% | 55 |
|
|
2016
Q4 | $3.13M | Buy |
+45,566
| New | +$3.13M | 0.42% | 82 |
|
|
2016
Q2 | – | Sell |
-50,823
| Closed | -$2.63M | – | 322 |
|
|
2016
Q1 | $2.63M | Buy |
+50,823
| New | +$2.63M | 0.41% | 95 |
|