Elkfork Partners’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$1.39M Hold
17,340
0.03% 321
2019
Q2
$1.54M Buy
17,340
+9,792
+130% +$867K 0.04% 311
2019
Q1
$687K Sell
7,548
-9,758
-56% -$888K 0.02% 475
2018
Q4
$1.24M Sell
17,306
-2,890
-14% -$207K 0.03% 321
2018
Q3
$2.03M Buy
20,196
+14,688
+267% +$1.48M 0.05% 268
2018
Q2
$581K Hold
5,508
0.02% 486
2018
Q1
$480K Hold
5,508
0.01% 537
2017
Q4
$496K Buy
5,508
+544
+11% +$49K 0.01% 536
2017
Q3
$398K Buy
4,964
+986
+25% +$79.1K 0.01% 550
2017
Q2
$280K Buy
3,978
+1,734
+77% +$122K 0.01% 611
2017
Q1
$175K Buy
2,244
+68
+3% +$5.3K 0.01% 617
2016
Q4
$150K Buy
+2,176
New +$150K ﹤0.01% 633