Jim Simons’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 |
-212,400
| Closed | -$42.4M | – | 3640 |
|
|
2025
Q1 | $42.4M | Buy |
212,400
+194,200
| +1,067% | +$38.8M | 0.06% | 376 |
|
|
2024
Q4 | $5.04M | Buy |
18,200
+16,800
| +1,200% | +$4.66M | 0.01% | 1448 |
|
|
2024
Q3 | $355K | Sell |
1,400
-10,600
| -88% | -$2.69M | ﹤0.01% | 2919 |
|
|
2024
Q2 | $2.5M | Sell |
12,000
-6,300
| -34% | -$1.31M | ﹤0.01% | 1731 |
|
|
2024
Q1 | $3.52M | Sell |
18,300
-7,800
| -30% | -$1.5M | 0.01% | 1647 |
|
|
2023
Q4 | $4.46M | Sell |
26,100
-40,900
| -61% | -$7M | 0.01% | 1423 |
|
|
2023
Q3 | $9.24M | Sell |
67,000
-146,700
| -69% | -$20.2M | 0.02% | 967 |
|
|
2023
Q2 | $26.4M | Buy |
213,700
+69,300
| +48% | +$8.56M | 0.04% | 545 |
|
|
2023
Q1 | $16.7M | Sell |
144,400
-53,100
| -27% | -$6.13M | 0.02% | 820 |
|
|
2022
Q4 | $21.5M | Sell |
197,500
-188,500
| -49% | -$20.6M | 0.03% | 673 |
|
|
2022
Q3 | $31.7M | Sell |
386,000
-83,200
| -18% | -$6.84M | 0.04% | 467 |
|
|
2022
Q2 | $43.9M | Buy |
469,200
+221,400
| +89% | +$20.7M | 0.05% | 398 |
|
|
2022
Q1 | $27.6M | Buy |
247,800
+198,300
| +401% | +$22.1M | 0.03% | 582 |
|
|
2021
Q4 | $6.73M | Sell |
49,500
-7,400
| -13% | -$1.01M | 0.01% | 1319 |
|
|
2021
Q3 | $7.61M | Buy |
+56,900
| New | +$7.61M | 0.01% | 1195 |
|
|
2020
Q4 | – | Sell |
-156,900
| Closed | -$10.3M | – | 3470 |
|
|
2020
Q3 | $10.3M | Hold |
156,900
| – | – | 0.01% | 1116 |
|
|
2020
Q2 | $9.25M | Sell |
156,900
-150,800
| -49% | -$8.89M | 0.01% | 1269 |
|
|
2020
Q1 | $14.2M | Buy |
307,700
+65,500
| +27% | +$3.02M | 0.01% | 956 |
|
|
2019
Q4 | $18.1M | Buy |
242,200
+201,600
| +497% | +$15.1M | 0.01% | 1058 |
|
|
2019
Q3 | $3.25M | Sell |
40,600
-507,400
| -93% | -$40.6M | ﹤0.01% | 2028 |
|
|
2019
Q2 | $48.5M | Sell |
548,000
-272,200
| -33% | -$24.1M | 0.04% | 507 |
|
|
2019
Q1 | $74.6M | Sell |
820,200
-39,700
| -5% | -$3.61M | 0.07% | 350 |
|
|
2018
Q4 | $61.5M | Sell |
859,900
-127,500
| -13% | -$9.12M | 0.07% | 334 |
|
|
2018
Q3 | $99.3M | Sell |
987,400
-309,400
| -24% | -$31.1M | 0.1% | 233 |
|
|
2018
Q2 | $137M | Buy |
1,296,800
+294,200
| +29% | +$31M | 0.15% | 138 |
|
|
2018
Q1 | $87.4M | Buy |
1,002,600
+47,800
| +5% | +$4.17M | 0.1% | 236 |
|
|
2017
Q4 | $85.9M | Sell |
954,800
-72,700
| -7% | -$6.54M | 0.09% | 235 |
|
|
2017
Q3 | $82.5M | Sell |
1,027,500
-288,600
| -22% | -$23.2M | 0.1% | 234 |
|
|
2017
Q2 | $92.8M | Buy |
1,316,100
+80,100
| +6% | +$5.65M | 0.12% | 195 |
|
|
2017
Q1 | $96.3M | Buy |
1,236,000
+10,600
| +0.9% | +$826K | 0.13% | 155 |
|
|
2016
Q4 | $84.2M | Buy |
1,225,400
+52,600
| +4% | +$3.61M | 0.13% | 163 |
|
|
2016
Q3 | $60.4M | Buy |
1,172,800
+85,100
| +8% | +$4.38M | 0.11% | 212 |
|
|
2016
Q2 | $48.1M | Buy |
1,087,700
+219,700
| +25% | +$9.71M | 0.09% | 275 |
|
|
2016
Q1 | $44.9M | Buy |
868,000
+283,600
| +49% | +$14.7M | 0.09% | 273 |
|
|
2015
Q4 | $31.6M | Buy |
584,400
+109,500
| +23% | +$5.92M | 0.07% | 339 |
|
|
2015
Q3 | $23.9M | Sell |
474,900
-103,700
| -18% | -$5.21M | 0.06% | 422 |
|
|
2015
Q2 | $31.2M | Buy |
578,600
+139,200
| +32% | +$7.51M | 0.07% | 330 |
|
|
2015
Q1 | $22.7M | Buy |
439,400
+249,300
| +131% | +$12.9M | 0.05% | 518 |
|
|
2014
Q4 | $9.96M | Buy |
190,100
+142,500
| +299% | +$7.46M | 0.02% | 885 |
|
|
2014
Q3 | $2.24M | Buy |
47,600
+37,000
| +349% | +$1.74M | 0.01% | 1615 |
|
|
2014
Q2 | $611K | Sell |
10,600
-138,940
| -93% | -$8.01M | ﹤0.01% | 2242 |
|
|
2014
Q1 | $8.26M | Sell |
149,540
-67,760
| -31% | -$3.74M | 0.02% | 976 |
|
|
2013
Q4 | $13M | Sell |
217,300
-235,100
| -52% | -$14.1M | 0.03% | 665 |
|
|
2013
Q3 | $22.3M | Sell |
452,400
-22,900
| -5% | -$1.13M | 0.05% | 433 |
|
|
2013
Q2 | $18.7M | Buy |
+475,300
| New | +$18.7M | 0.05% | 478 |
|