F.L. Putnam Investment Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,557
| Closed | -$1.51M | – | 409 |
|
|
2022
Q1 | $1.51M | Buy |
13,557
+539
| +4% | +$60K | 0.05% | 200 |
|
|
2021
Q4 | $1.77M | Buy |
13,018
+235
| +2% | +$31.9K | 0.05% | 184 |
|
|
2021
Q3 | $1.71M | Buy |
12,783
+1,384
| +12% | +$185K | 0.06% | 171 |
|
|
2021
Q2 | $1.61M | Buy |
11,399
+1,191
| +12% | +$168K | 0.06% | 176 |
|
|
2021
Q1 | $1.35M | Buy |
10,208
+574
| +6% | +$75.6K | 0.06% | 171 |
|
|
2020
Q4 | $1.06M | Buy |
9,634
+411
| +4% | +$45.1K | 0.05% | 163 |
|
|
2020
Q3 | $604K | Buy |
9,223
+258
| +3% | +$16.9K | 0.03% | 193 |
|
|
2020
Q2 | $528K | Buy |
+8,965
| New | +$528K | 0.03% | 201 |
|
|
2014
Q4 | – | Sell |
-115,895
| Closed | -$5.45M | – | 182 |
|
|
2014
Q3 | $5.45M | Sell |
115,895
-41,502
| -26% | -$1.95M | 0.64% | 59 |
|
|
2014
Q2 | $9.07M | Sell |
157,397
-4,575
| -3% | -$264K | 1.05% | 33 |
|
|
2014
Q1 | $8.95M | Sell |
161,972
-4,075
| -2% | -$225K | 1.07% | 32 |
|
|
2013
Q4 | $9.93M | Sell |
166,047
-22,738
| -12% | -$1.36M | 1.2% | 27 |
|
|
2013
Q3 | $9.29M | Buy |
188,785
+29,260
| +18% | +$1.44M | 1.24% | 25 |
|
|
2013
Q2 | $6.27M | Buy |
+159,525
| New | +$6.27M | 0.9% | 38 |
|