Fox Run Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,179
| Closed | -$1.08M | – | 990 |
|
|
2025
Q4 | $1.08M | Buy |
+3,179
| New | +$1.02M | 0.17% | 180 |
|
|
2025
Q3 | – | Sell |
-1,741
| Closed | -$470K | – | 1010 |
|
|
2025
Q2 | $470K | Sell |
1,741
-1,039
| -37% | -$229K | 0.08% | 490 |
|
|
2025
Q1 | $555K | Buy |
+2,780
| New | +$693K | 0.09% | 440 |
|
|
2024
Q3 | – | Sell |
-2,228
| Closed | -$464K | – | 884 |
|
|
2024
Q2 | $464K | Buy |
2,228
+617
| +38% | +$120K | 0.09% | 435 |
|
|
2024
Q1 | $310K | Buy |
+1,611
| New | +$291K | 0.07% | 527 |
|
|
2022
Q4 | – | Sell |
-3,261
| Closed | -$268K | – | 702 |
|
|
2022
Q3 | $268K | Buy |
+3,261
| New | +$308K | 0.1% | 387 |
|
|
2021
Q3 | – | Sell |
-2,181
| Closed | -$307K | – | 512 |
|
|
2021
Q2 | $307K | Sell |
2,181
-979
| -31% | -$137K | 0.28% | 156 |
|
|
2021
Q1 | $416K | Buy |
+3,160
| New | +$386K | 0.75% | 19 |
|
|
2020
Q1 | – | Sell |
-4,557
| Closed | -$341K | – | 191 |
|
|
2019
Q4 | $341K | Buy |
+4,557
| New | +$347K | 0.27% | 136 |
|
|
2019
Q3 | – | Sell |
-8,780
| Closed | -$778K | – | 423 |
|
|
2019
Q2 | $778K | Buy |
+8,780
| New | +$781K | 0.52% | 12 |
|
|
2019
Q1 | – | Sell |
-4,631
| Closed | -$331K | – | 530 |
|
|
2018
Q4 | $331K | Buy |
4,631
+1,912
| +70% | +$157K | 0.18% | 239 |
|
|
2018
Q3 | $273K | Buy |
+2,719
| New | +$293K | 0.12% | 380 |
|
|
2018
Q2 | – | Sell |
-6,701
| Closed | -$584K | – | 739 |
|
|
2018
Q1 | $584K | Buy |
6,701
+701
| +12% | +$66K | 0.14% | 251 |
|
|
2017
Q4 | $540K | Buy |
+6,000
| New | +$500K | 0.16% | 258 |
|
|
2016
Q3 | – | Sell |
-15,500
| Closed | -$685K | – | 546 |
|
|
2016
Q2 | $685K | Buy |
+15,500
| New | +$772K | 0.33% | 46 |
|
Other funds holding EVR
VPM
VCM
