Harvest Fund 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 | – | Sell |
-281
| Closed | -$78K | – | 726 |
|
|
2024
Q4 | $78K | Sell |
281
-11
| -4% | -$3.05K | ﹤0.01% | 569 |
|
|
2024
Q3 | $74K | Hold |
292
| – | – | ﹤0.01% | 429 |
|
|
2024
Q2 | $61K | Sell |
292
-1,148
| -80% | -$240K | ﹤0.01% | 466 |
|
|
2024
Q1 | $277K | Buy |
1,440
+1,010
| +235% | +$194K | 0.02% | 275 |
|
|
2023
Q4 | $73K | Hold |
430
| – | – | 0.01% | 368 |
|
|
2023
Q3 | $59K | Buy |
+430
| New | +$59K | 0.01% | 380 |
|
|
2023
Q2 | – | Sell |
-351
| Closed | -$40K | – | 696 |
|
|
2023
Q1 | $40K | Hold |
351
| – | – | 0.01% | 504 |
|
|
2022
Q4 | $38K | Hold |
351
| – | – | 0.01% | 510 |
|
|
2022
Q3 | $29K | Hold |
351
| – | – | 0.01% | 500 |
|
|
2022
Q2 | $33K | Hold |
351
| – | – | 0.01% | 471 |
|
|
2022
Q1 | $39K | Hold |
351
| – | – | 0.01% | 486 |
|
|
2021
Q4 | $47K | Hold |
351
| – | – | 0.01% | 468 |
|
|
2021
Q3 | $46K | Hold |
351
| – | – | 0.01% | 428 |
|
|
2021
Q2 | $49K | Hold |
351
| – | – | 0.01% | 430 |
|
|
2021
Q1 | $46K | Buy |
+351
| New | +$46K | ﹤0.01% | 433 |
|
|
2018
Q4 | – | Sell |
-412
| Closed | -$41K | – | 369 |
|
|
2018
Q3 | $41K | Hold |
412
| – | – | 0.01% | 381 |
|
|
2018
Q2 | $43K | Buy |
+412
| New | +$43K | 0.01% | 208 |
|