Genus Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 200 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 74 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 77 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 75 |
|
|
2023
Q4 | – | Sell |
-25,060
| Closed | -$3.46M | – | 77 |
|
|
2023
Q3 | $3.46M | Buy |
25,060
+4,160
| +20% | +$574K | 0.54% | 57 |
|
|
2023
Q2 | $2.58M | Buy |
+20,900
| New | +$2.58M | 0.38% | 90 |
|