Jim Simons’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.87M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $42.4M | Buy |
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|
2024
Q4 | $5.04M | Buy |
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|
2024
Q3 | $355K | Sell |
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|
2024
Q2 | $2.5M | Sell |
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|
2024
Q1 | $3.52M | Sell |
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|
2023
Q4 | $4.46M | Sell |
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|
2023
Q3 | $9.24M | Sell |
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|
2023
Q2 | $26.4M | Buy |
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|
2023
Q1 | $16.7M | Sell |
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|
2022
Q4 | $21.5M | Sell |
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|
2022
Q3 | $31.7M | Sell |
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|
2022
Q2 | $43.9M | Buy |
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|
2022
Q1 | $27.6M | Buy |
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|
2021
Q4 | $6.72M | Sell |
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|
2021
Q3 | $7.61M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $10.3M | Hold |
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|
2020
Q2 | $9.24M | Sell |
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|
2020
Q1 | $14.2M | Buy |
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|
2019
Q4 | $18.1M | Buy |
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|
2019
Q3 | $3.25M | Sell |
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|
2019
Q2 | $48.5M | Sell |
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|
2019
Q1 | $74.6M | Sell |
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|
2018
Q4 | $61.5M | Sell |
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|
2018
Q3 | $99.3M | Sell |
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|
2018
Q2 | $137M | Buy |
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|
2018
Q1 | $87.4M | Buy |
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|
2017
Q4 | $85.9M | Sell |
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|
2017
Q3 | $82.5M | Sell |
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|
2017
Q2 | $92.8M | Buy |
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|
2017
Q1 | $96.3M | Buy |
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|
2016
Q4 | $84.2M | Buy |
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|
2016
Q3 | $60.4M | Buy |
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|
2016
Q2 | $48.1M | Buy |
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|
2016
Q1 | $44.9M | Buy |
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|
2015
Q4 | $31.6M | Buy |
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|
2015
Q3 | $23.9M | Sell |
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|
2015
Q2 | $31.2M | Buy |
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|
2015
Q1 | $22.7M | Buy |
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|
2014
Q4 | $9.96M | Buy |
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|
2014
Q3 | $2.24M | Buy |
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|
2014
Q2 | $611K | Sell |
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|
2014
Q1 | $8.26M | Sell |
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|
2013
Q4 | $13M | Sell |
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|
2013
Q3 | $22.3M | Sell |
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|
2013
Q2 | $18.7M | Buy |
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