Jefferies Group’s Evercore EVR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,492
Closed -$746K 1080
2021
Q4
$746K Buy
5,492
+492
+10% +$66.8K ﹤0.01% 625
2021
Q3
$668K Sell
5,000
-16
-0.3% -$2.14K ﹤0.01% 657
2021
Q2
$706K Buy
+5,016
New +$706K ﹤0.01% 665
2020
Q1
Sell
-10,104
Closed -$755K 1280
2019
Q4
$755K Sell
10,104
-5,849
-37% -$437K 0.01% 870
2019
Q3
$1.28M Buy
+15,953
New +$1.28M 0.01% 699
2019
Q2
Sell
-10,621
Closed -$967K 1634
2019
Q1
$967K Buy
10,621
+380
+4% +$34.6K 0.01% 720
2018
Q4
$733K Buy
10,241
+6,417
+168% +$459K 0.01% 740
2018
Q3
$385K Sell
3,824
-10,600
-73% -$1.07M ﹤0.01% 1065
2018
Q2
$1.52M Buy
14,424
+12,010
+498% +$1.27M 0.01% 517
2018
Q1
$211K Sell
2,414
-2,209
-48% -$193K ﹤0.01% 1286
2017
Q4
$416K Buy
+4,623
New +$416K ﹤0.01% 1145
2017
Q3
Sell
-4,239
Closed -$299K 1604
2017
Q2
$299K Buy
+4,239
New +$299K ﹤0.01% 1185
2015
Q3
Sell
-1,354
Closed -$73K 1527
2015
Q2
$73K Buy
+1,354
New +$73K ﹤0.01% 1440