Harbor Capital Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $960K | Buy |
+3,556
| New | +$960K | 0.04% | 441 |
|
2025
Q1 | – | Sell |
-631
| Closed | -$175K | – | 1452 |
|
2024
Q4 | $175K | Sell |
631
-86
| -12% | -$23.9K | 0.01% | 681 |
|
2024
Q3 | $182K | Sell |
717
-940
| -57% | -$239K | 0.01% | 681 |
|
2024
Q2 | $345K | Sell |
1,657
-138
| -8% | -$28.7K | 0.03% | 588 |
|
2024
Q1 | $346K | Sell |
1,795
-13,617
| -88% | -$2.62M | 0.05% | 487 |
|
2023
Q4 | $2.64M | Sell |
15,412
-1,947
| -11% | -$333K | 0.51% | 40 |
|
2023
Q3 | $2.39M | Sell |
17,359
-3,307
| -16% | -$456K | 0.51% | 39 |
|
2023
Q2 | $2.55M | Buy |
+20,666
| New | +$2.55M | 0.51% | 37 |
|