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