Holocene 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 | $46.8M | Buy |
173,271
+116,726
| +206% | +$31.5M | 0.11% | 177 |
|
|
2025
Q1 | $11.3M | Buy |
+56,545
| New | +$11.3M | 0.03% | 272 |
|
|
2024
Q4 | – | Sell |
-86,520
| Closed | -$21.9M | – | 782 |
|
|
2024
Q3 | $21.9M | Buy |
+86,520
| New | +$21.9M | 0.09% | 196 |
|
|
2022
Q4 | – | Sell |
-58,798
| Closed | -$4.84M | – | 752 |
|
|
2022
Q3 | $4.84M | Sell |
58,798
-230,165
| -80% | -$18.9M | 0.03% | 270 |
|
|
2022
Q2 | $27.1M | Buy |
288,963
+13,563
| +5% | +$1.27M | 0.16% | 162 |
|
|
2022
Q1 | $30.7M | Buy |
+275,400
| New | +$30.7M | 0.16% | 155 |
|
|
2020
Q4 | – | Sell |
-27,040
| Closed | -$1.77M | – | 757 |
|
|
2020
Q3 | $1.77M | Buy |
+27,040
| New | +$1.77M | 0.01% | 378 |
|
|
2020
Q2 | – | Sell |
-66,888
| Closed | -$3.08M | – | 646 |
|
|
2020
Q1 | $3.08M | Buy |
66,888
+28,458
| +74% | +$1.31M | 0.03% | 206 |
|
|
2019
Q4 | $2.87M | Buy |
38,430
+17,787
| +86% | +$1.33M | 0.03% | 304 |
|
|
2019
Q3 | $1.65M | Buy |
20,643
+15,751
| +322% | +$1.26M | 0.02% | 347 |
|
|
2019
Q2 | $433K | Buy |
4,892
+1,577
| +48% | +$140K | 0.01% | 483 |
|
|
2019
Q1 | $302K | Buy |
+3,315
| New | +$302K | ﹤0.01% | 531 |
|
|
2018
Q4 | – | Sell |
-5,629
| Closed | -$566K | – | 688 |
|
|
2018
Q3 | $566K | Buy |
+5,629
| New | +$566K | 0.01% | 491 |
|
|
2018
Q2 | – | Sell |
-2,681
| Closed | -$234K | – | 599 |
|
|
2018
Q1 | $234K | Sell |
2,681
-1,767
| -40% | -$154K | 0.01% | 479 |
|
|
2017
Q4 | $400K | Buy |
+4,448
| New | +$400K | 0.01% | 469 |
|