HEIP
Hudson Edge Investment Partners’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $908K | Buy |
3,362
+206
| +7% | +$55.6K | 0.16% | 66 |
|
|
2025
Q1 | $630K | Sell |
3,156
-69
| -2% | -$13.8K | 0.13% | 77 |
|
|
2024
Q4 | $894K | Buy |
3,225
+150
| +5% | +$41.6K | 0.16% | 71 |
|
|
2024
Q3 | $779K | Sell |
3,075
-653
| -18% | -$165K | 0.14% | 72 |
|
|
2024
Q2 | $777K | Sell |
3,728
-458
| -11% | -$95.5K | 0.15% | 70 |
|
|
2024
Q1 | $806K | Hold |
4,186
| – | – | 0.16% | 68 |
|
|
2023
Q4 | $716K | Sell |
4,186
-140
| -3% | -$23.9K | 0.17% | 67 |
|
|
2023
Q3 | $596K | Sell |
4,326
-10
| -0.2% | -$1.38K | 0.19% | 67 |
|
|
2023
Q2 | $536K | Sell |
4,336
-825
| -16% | -$102K | 0.17% | 80 |
|
|
2023
Q1 | $595K | Sell |
5,161
-50
| -1% | -$5.76K | 0.18% | 85 |
|
|
2022
Q4 | $568K | Sell |
5,211
-41
| -0.8% | -$4.47K | 0.19% | 92 |
|
|
2022
Q3 | $432K | Sell |
5,252
-201
| -4% | -$16.5K | 0.16% | 116 |
|
|
2022
Q2 | $510K | Sell |
5,453
-107
| -2% | -$10K | 0.19% | 104 |
|
|
2022
Q1 | $619K | Buy |
5,560
+1,369
| +33% | +$152K | 0.19% | 101 |
|
|
2021
Q4 | $569K | Sell |
4,191
-986
| -19% | -$134K | 0.18% | 112 |
|
|
2021
Q3 | $692K | Hold |
5,177
| – | – | 0.23% | 97 |
|
|
2021
Q2 | $729K | Sell |
5,177
-728
| -12% | -$103K | 0.23% | 101 |
|
|
2021
Q1 | $778K | Sell |
5,905
-465
| -7% | -$61.3K | 0.26% | 76 |
|
|
2020
Q4 | $698K | Sell |
6,370
-2,012
| -24% | -$220K | 0.25% | 77 |
|
|
2020
Q3 | $549K | Sell |
8,382
-103
| -1% | -$6.75K | 0.22% | 92 |
|
|
2020
Q2 | $500K | Sell |
8,485
-174
| -2% | -$10.3K | 0.16% | 86 |
|
|
2020
Q1 | $399K | Buy |
8,659
+251
| +3% | +$11.6K | 0.15% | 89 |
|
|
2019
Q4 | $629K | Buy |
8,408
+1,746
| +26% | +$131K | 0.17% | 97 |
|
|
2019
Q3 | $534K | Buy |
6,662
+1,670
| +33% | +$134K | 0.15% | 87 |
|
|
2019
Q2 | $442K | Buy |
4,992
+456
| +10% | +$40.4K | 0.13% | 102 |
|
|
2019
Q1 | $413K | Sell |
4,536
-2,243
| -33% | -$204K | 0.12% | 87 |
|
|
2018
Q4 | $485K | Sell |
6,779
-122
| -2% | -$8.73K | 0.15% | 91 |
|
|
2018
Q3 | $694K | Sell |
6,901
-213
| -3% | -$21.4K | 0.12% | 73 |
|
|
2018
Q2 | $750K | Buy |
7,114
+987
| +16% | +$104K | 0.14% | 70 |
|
|
2018
Q1 | $534K | Sell |
6,127
-1,339
| -18% | -$117K | 0.08% | 85 |
|
|
2017
Q4 | $672K | Sell |
7,466
-1,328
| -15% | -$120K | 0.09% | 71 |
|
|
2017
Q3 | $706K | Sell |
8,794
-2,025
| -19% | -$163K | 0.1% | 66 |
|
|
2017
Q2 | $763K | Sell |
10,819
-430
| -4% | -$30.3K | 0.11% | 64 |
|
|
2017
Q1 | $876K | Sell |
11,249
-39
| -0.3% | -$3.04K | 0.12% | 60 |
|
|
2016
Q4 | $775K | Sell |
11,288
-1,775
| -14% | -$122K | 0.11% | 65 |
|
|
2016
Q3 | $673K | Sell |
13,063
-40
| -0.3% | -$2.06K | 0.1% | 66 |
|
|
2016
Q2 | $579K | Buy |
13,103
+2,887
| +28% | +$128K | 0.09% | 71 |
|
|
2016
Q1 | $529K | Buy |
10,216
+5,551
| +119% | +$287K | 0.05% | 131 |
|
|
2015
Q4 | $252K | Buy |
+4,665
| New | +$252K | 0.02% | 137 |
|