Hellman Jordan Management Company’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10,622
| Closed | -$748K | – | 47 |
|
|
2017
Q2 | $748K | Buy |
+10,622
| New | +$748K | 1.61% | 25 |
|
|
2016
Q4 | $729K | Sell |
10,622
-11,718
| -52% | -$804K | 1% | 37 |
|
|
2016
Q3 | $1.2M | Buy |
22,340
+10,000
| +81% | +$537K | 1.21% | 23 |
|
|
2016
Q2 | $545K | Sell |
12,340
-6,872
| -36% | -$304K | 1.1% | 29 |
|
|
2016
Q1 | $994K | Sell |
19,212
-213,324
| -92% | -$11M | 2.53% | 23 |
|
|
2015
Q4 | $12.6M | Buy |
232,536
+6,610
| +3% | +$357K | 3.04% | 10 |
|
|
2015
Q3 | $11.4M | Buy |
225,926
+25,930
| +13% | +$1.3M | 2.81% | 15 |
|
|
2015
Q2 | $10.8M | Sell |
199,996
-113,606
| -36% | -$6.13M | 2.46% | 19 |
|
|
2015
Q1 | $16.2M | Buy |
313,602
+805
| +0.3% | +$41.6K | 2.95% | 7 |
|
|
2014
Q4 | $16.4M | Sell |
312,797
-5,753
| -2% | -$301K | 3.05% | 8 |
|
|
2014
Q3 | $15M | Hold |
318,550
| – | – | 2.85% | 10 |
|
|
2014
Q2 | $18.4M | Buy |
318,550
+73,550
| +30% | +$4.24M | 3.68% | 5 |
|
|
2014
Q1 | $13.5M | Buy |
+245,000
| New | +$13.5M | 2.86% | 10 |
|