Jupiter Investment Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $14.3M | Buy |
242,050
+165,848
| +218% | +$9.77M | 0.23% | 112 |
|
|
2020
Q1 | $3.51M | Sell |
76,202
-261,052
| -77% | -$12M | 0.07% | 177 |
|
|
2019
Q4 | $25.2M | Buy |
337,254
+20,908
| +7% | +$1.56M | 0.35% | 91 |
|
|
2019
Q3 | $25.3M | Sell |
316,346
-8,177
| -3% | -$655K | 0.33% | 92 |
|
|
2019
Q2 | $28.7M | Sell |
324,523
-319,693
| -50% | -$28.3M | 0.29% | 95 |
|
|
2019
Q1 | $58.6M | Sell |
644,216
-255,242
| -28% | -$23.2M | 0.54% | 61 |
|
|
2018
Q4 | $64.4M | Buy |
899,458
+182,918
| +26% | +$13.1M | 0.57% | 59 |
|
|
2018
Q3 | $72M | Hold |
716,540
| – | – | 0.49% | 68 |
|
|
2018
Q2 | $75.6M | Hold |
716,540
| – | – | 0.54% | 63 |
|
|
2018
Q1 | $62.5M | Hold |
716,540
| – | – | 0.5% | 65 |
|
|
2017
Q4 | $64.5M | Buy |
716,540
+346,455
| +94% | +$31.2M | 0.59% | 54 |
|
|
2017
Q3 | $29.7M | Buy |
370,085
+142,313
| +62% | +$11.4M | 0.31% | 92 |
|
|
2017
Q2 | $16.1M | Buy |
227,772
+189,720
| +499% | +$13.4M | 0.19% | 114 |
|
|
2017
Q1 | $2.96M | Buy |
38,052
+10,834
| +40% | +$844K | 0.04% | 187 |
|
|
2016
Q4 | $1.87M | Sell |
27,218
-57,488
| -68% | -$3.95M | 0.03% | 188 |
|
|
2016
Q3 | $4.36M | Buy |
84,706
+64,062
| +310% | +$3.3M | 0.08% | 164 |
|
|
2016
Q2 | $912K | Sell |
20,644
-7,165
| -26% | -$317K | 0.02% | 298 |
|
|
2016
Q1 | $1.44M | Buy |
+27,809
| New | +$1.44M | 0.03% | 276 |
|
|
2015
Q4 | – | Sell |
-2,746
| Closed | -$137K | – | 314 |
|
|
2015
Q3 | $137K | Buy |
+2,746
| New | +$137K | ﹤0.01% | 296 |
|