Jacobs Levy Equity Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-139,060
| Closed | -$27.8M | – | 1078 |
|
|
2025
Q1 | $27.8M | Sell |
139,060
-132,427
| -49% | -$26.4M | 0.11% | 189 |
|
|
2024
Q4 | $75.3M | Buy |
271,487
+10,012
| +4% | +$2.78M | 0.27% | 94 |
|
|
2024
Q3 | $66.2M | Buy |
261,475
+20,889
| +9% | +$5.29M | 0.26% | 99 |
|
|
2024
Q2 | $50.1M | Sell |
240,586
-117,709
| -33% | -$24.5M | 0.21% | 113 |
|
|
2024
Q1 | $69M | Buy |
358,295
+15,112
| +4% | +$2.91M | 0.31% | 83 |
|
|
2023
Q4 | $58.7M | Buy |
343,183
+28,608
| +9% | +$4.89M | 0.3% | 78 |
|
|
2023
Q3 | $43.4M | Sell |
314,575
-94,835
| -23% | -$13.1M | 0.26% | 92 |
|
|
2023
Q2 | $50.6M | Sell |
409,410
-87,182
| -18% | -$10.8M | 0.29% | 87 |
|
|
2023
Q1 | $57.3M | Buy |
496,592
+383
| +0.1% | +$44.2K | 0.35% | 71 |
|
|
2022
Q4 | $54.1M | Sell |
496,209
-41,380
| -8% | -$4.51M | 0.37% | 74 |
|
|
2022
Q3 | $44.2M | Buy |
537,589
+439,622
| +449% | +$36.2M | 0.35% | 74 |
|
|
2022
Q2 | $9.17M | Sell |
97,967
-99,456
| -50% | -$9.31M | 0.07% | 294 |
|
|
2022
Q1 | $22M | Buy |
197,423
+166,138
| +531% | +$18.5M | 0.15% | 168 |
|
|
2021
Q4 | $4.25M | Sell |
31,285
-28,273
| -47% | -$3.84M | 0.03% | 466 |
|
|
2021
Q3 | $7.96M | Buy |
+59,558
| New | +$7.96M | 0.05% | 348 |
|
|
2021
Q2 | – | Sell |
-15,335
| Closed | -$2.02M | – | 1054 |
|
|
2021
Q1 | $2.02M | Sell |
15,335
-3,607
| -19% | -$475K | 0.02% | 599 |
|
|
2020
Q4 | $2.08M | Buy |
18,942
+13,717
| +263% | +$1.5M | 0.02% | 576 |
|
|
2020
Q3 | $342K | Buy |
+5,225
| New | +$342K | ﹤0.01% | 871 |
|
|
2020
Q2 | – | Sell |
-70,615
| Closed | -$3.25M | – | 1068 |
|
|
2020
Q1 | $3.25M | Buy |
70,615
+2,057
| +3% | +$94.8K | 0.04% | 378 |
|
|
2019
Q4 | $5.13M | Sell |
68,558
-3,743
| -5% | -$280K | 0.05% | 368 |
|
|
2019
Q3 | $5.79M | Buy |
72,301
+1,700
| +2% | +$136K | 0.07% | 310 |
|
|
2019
Q2 | $6.25M | Sell |
70,601
-90,389
| -56% | -$8.01M | 0.09% | 295 |
|
|
2019
Q1 | $14.7M | Buy |
160,990
+41,309
| +35% | +$3.76M | 0.21% | 117 |
|
|
2018
Q4 | $8.56M | Sell |
119,681
-1,647
| -1% | -$118K | 0.15% | 159 |
|
|
2018
Q3 | $12.2M | Buy |
121,328
+5,375
| +5% | +$540K | 0.17% | 152 |
|
|
2018
Q2 | $12.2M | Sell |
115,953
-25,857
| -18% | -$2.73M | 0.19% | 147 |
|
|
2018
Q1 | $12.4M | Buy |
141,810
+79,820
| +129% | +$6.96M | 0.21% | 149 |
|
|
2017
Q4 | $5.58M | Buy |
61,990
+11,960
| +24% | +$1.08M | 0.1% | 260 |
|
|
2017
Q3 | $4.02M | Buy |
50,030
+5,700
| +13% | +$457K | 0.08% | 288 |
|
|
2017
Q2 | $3.13M | Sell |
44,330
-66,160
| -60% | -$4.66M | 0.07% | 331 |
|
|
2017
Q1 | $8.61M | Buy |
110,490
+78,590
| +246% | +$6.12M | 0.17% | 178 |
|
|
2016
Q4 | $2.19M | Buy |
31,900
+23,840
| +296% | +$1.64M | 0.04% | 398 |
|
|
2016
Q3 | $415K | Buy |
+8,060
| New | +$415K | 0.01% | 749 |
|
|
2016
Q2 | – | Sell |
-4,820
| Closed | -$249K | – | 1173 |
|
|
2016
Q1 | $249K | Buy |
+4,820
| New | +$249K | 0.01% | 922 |
|
|
2015
Q2 | – | Sell |
-73,179
| Closed | -$3.78M | – | 814 |
|
|
2015
Q1 | $3.78M | Sell |
73,179
-340
| -0.5% | -$17.6K | 0.06% | 264 |
|
|
2014
Q4 | $3.85M | Buy |
73,519
+1,700
| +2% | +$89K | 0.07% | 285 |
|
|
2014
Q3 | $3.38M | Buy |
71,819
+41,159
| +134% | +$1.93M | 0.06% | 302 |
|
|
2014
Q2 | $1.77M | Sell |
30,660
-69,690
| -69% | -$4.02M | 0.03% | 423 |
|
|
2014
Q1 | $5.54M | Sell |
100,350
-9,420
| -9% | -$520K | 0.09% | 244 |
|
|
2013
Q4 | $6.56M | Buy |
109,770
+59,350
| +118% | +$3.55M | 0.1% | 245 |
|
|
2013
Q3 | $2.48M | Buy |
+50,420
| New | +$2.48M | 0.04% | 385 |
|