Interval Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11M | Sell |
36,714
-34,671
| -49% | -$11.4M | 0.38% | 95 |
|
|
2025
Q4 | $24.3M | Buy |
+71,385
| New | +$22.9M | 0.57% | 68 |
|
|
2025
Q3 | – | Hold |
0
| – | – | – | 430 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 415 |
|
|
2025
Q1 | – | Sell |
-7,963
| Closed | -$1.98M | – | 420 |
|
|
2024
Q4 | $2.21M | Buy |
+7,963
| New | +$2.26M | 0.06% | 264 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 394 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 404 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 337 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 335 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 332 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 297 |
|
|
2023
Q1 | – | Sell |
-23,413
| Closed | -$2.55M | – | 292 |
|
|
2022
Q4 | $2.55M | Sell |
23,413
-35,830
| -60% | -$3.74M | 0.2% | 136 |
|
|
2022
Q3 | $4.87M | Buy |
59,243
+39,248
| +196% | +$3.71M | 0.29% | 127 |
|
|
2022
Q2 | $1.87M | Buy |
19,995
+3,706
| +23% | +$395K | 0.13% | 192 |
|
|
2022
Q1 | $1.81M | Buy |
+16,289
| New | +$2M | 0.14% | 205 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 295 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 341 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 307 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 287 |
|
|
2020
Q4 | – | Sell |
-64,257
| Closed | -$4.21M | – | 267 |
|
|
2020
Q3 | $4.21M | Buy |
64,257
+49,257
| +328% | +$2.99M | 0.38% | 112 |
|
|
2020
Q2 | $884K | Sell |
15,000
-3,108
| -17% | -$169K | 0.09% | 186 |
|
|
2020
Q1 | $834K | Sell |
18,108
-85,332
| -82% | -$5.72M | 0.09% | 161 |
|
|
2019
Q4 | $7.73M | Buy |
103,440
+55,392
| +115% | +$4.22M | 0.38% | 103 |
|
|
2019
Q3 | $3.85M | Buy |
+48,048
| New | +$3.98M | 0.22% | 143 |
|
|
2019
Q2 | – | Sell |
-7,392
| Closed | -$673K | – | 228 |
|
|
2019
Q1 | $673K | Sell |
7,392
-88,826
| -92% | -$7.8M | 0.04% | 177 |
|
|
2018
Q4 | $6.88M | Buy |
+96,218
| New | +$7.9M | 0.47% | 75 |
|
Other funds holding EVR
VPM
VCM
