Gotham Asset Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.72M | Hold |
21,170
| – | – | 0.03% | 627 |
|
|
2025
Q1 | $4.23M | Sell |
21,170
-263
| -1% | -$52.5K | 0.04% | 571 |
|
|
2024
Q4 | $5.94M | Sell |
21,433
-1,159
| -5% | -$321K | 0.06% | 463 |
|
|
2024
Q3 | $5.72M | Sell |
22,592
-1,644
| -7% | -$416K | 0.06% | 454 |
|
|
2024
Q2 | $5.05M | Sell |
24,236
-285
| -1% | -$59.4K | 0.07% | 424 |
|
|
2024
Q1 | $4.72M | Sell |
24,521
-143
| -0.6% | -$27.5K | 0.07% | 379 |
|
|
2023
Q4 | $4.22M | Sell |
24,664
-659
| -3% | -$113K | 0.08% | 347 |
|
|
2023
Q3 | $3.49M | Sell |
25,323
-357
| -1% | -$49.2K | 0.07% | 388 |
|
|
2023
Q2 | $3.17M | Sell |
25,680
-2,264
| -8% | -$280K | 0.07% | 410 |
|
|
2023
Q1 | $3.22M | Buy |
27,944
+1,042
| +4% | +$120K | 0.08% | 340 |
|
|
2022
Q4 | $2.93M | Sell |
26,902
-3,514
| -12% | -$383K | 0.08% | 302 |
|
|
2022
Q3 | $2.5M | Buy |
30,416
+9,468
| +45% | +$779K | 0.07% | 320 |
|
|
2022
Q2 | $1.96M | Buy |
20,948
+6,842
| +49% | +$640K | 0.06% | 379 |
|
|
2022
Q1 | $1.57M | Buy |
14,106
+2,886
| +26% | +$321K | 0.05% | 416 |
|
|
2021
Q4 | $1.52M | Buy |
11,220
+3,318
| +42% | +$451K | 0.05% | 423 |
|
|
2021
Q3 | $1.06M | Sell |
7,902
-1,443
| -15% | -$193K | 0.04% | 468 |
|
|
2021
Q2 | $1.32M | Buy |
9,345
+4,028
| +76% | +$567K | 0.06% | 421 |
|
|
2021
Q1 | $700K | Sell |
5,317
-1,554
| -23% | -$205K | 0.03% | 586 |
|
|
2020
Q4 | $753K | Sell |
6,871
-2,641
| -28% | -$289K | 0.02% | 614 |
|
|
2020
Q3 | $623K | Sell |
9,512
-1,510
| -14% | -$98.9K | 0.02% | 673 |
|
|
2020
Q2 | $649K | Sell |
11,022
-4,598
| -29% | -$271K | 0.02% | 687 |
|
|
2020
Q1 | $719K | Buy |
15,620
+8,621
| +123% | +$397K | 0.02% | 639 |
|
|
2019
Q4 | $523K | Buy |
6,999
+2,524
| +56% | +$189K | 0.01% | 799 |
|
|
2019
Q3 | $358K | Sell |
4,475
-1,153
| -20% | -$92.2K | 0.01% | 863 |
|
|
2019
Q2 | $498K | Sell |
5,628
-3,446
| -38% | -$305K | 0.01% | 805 |
|
|
2019
Q1 | $826K | Buy |
9,074
+5,143
| +131% | +$468K | 0.01% | 702 |
|
|
2018
Q4 | $281K | Buy |
+3,931
| New | +$281K | ﹤0.01% | 875 |
|
|
2018
Q2 | – | Sell |
-5,513
| Closed | -$481K | – | 922 |
|
|
2018
Q1 | $481K | Buy |
5,513
+1,243
| +29% | +$108K | 0.01% | 721 |
|
|
2017
Q4 | $384K | Sell |
4,270
-658
| -13% | -$59.2K | 0.01% | 769 |
|
|
2017
Q3 | $395K | Sell |
4,928
-111
| -2% | -$8.9K | 0.01% | 745 |
|
|
2017
Q2 | $355K | Buy |
+5,039
| New | +$355K | 0.01% | 809 |
|
|
2017
Q1 | – | Sell |
-3,551
| Closed | -$244K | – | 1027 |
|
|
2016
Q4 | $244K | Buy |
+3,551
| New | +$244K | ﹤0.01% | 854 |
|
|
2016
Q2 | – | Sell |
-125,603
| Closed | -$6.5M | – | 984 |
|
|
2016
Q1 | $6.5M | Sell |
125,603
-39,534
| -24% | -$2.05M | 0.07% | 375 |
|
|
2015
Q4 | $8.93M | Buy |
165,137
+77,454
| +88% | +$4.19M | 0.1% | 310 |
|
|
2015
Q3 | $4.41M | Buy |
87,683
+83,022
| +1,781% | +$4.17M | 0.04% | 439 |
|
|
2015
Q2 | $252K | Sell |
4,661
-26,448
| -85% | -$1.43M | ﹤0.01% | 846 |
|
|
2015
Q1 | $1.61M | Sell |
31,109
-9,366
| -23% | -$484K | 0.01% | 543 |
|
|
2014
Q4 | $2.12M | Buy |
40,475
+14,650
| +57% | +$767K | 0.02% | 508 |
|
|
2014
Q3 | $1.21M | Buy |
25,825
+4,197
| +19% | +$197K | 0.01% | 600 |
|
|
2014
Q2 | $1.25M | Sell |
21,628
-19,480
| -47% | -$1.12M | 0.02% | 607 |
|
|
2014
Q1 | $2.27M | Buy |
41,108
+9,401
| +30% | +$519K | 0.03% | 511 |
|
|
2013
Q4 | $1.9M | Buy |
31,707
+7,457
| +31% | +$446K | 0.05% | 511 |
|
|
2013
Q3 | $1.19M | Sell |
24,250
-506
| -2% | -$24.9K | 0.04% | 548 |
|
|
2013
Q2 | $972K | Buy |
+24,756
| New | +$972K | 0.04% | 534 |
|