Kendall Capital 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 | $238K | Buy |
+880
| New | +$238K | 0.06% | 203 |
|
|
2025
Q1 | – | Sell |
-1,080
| Closed | -$299K | – | 222 |
|
|
2024
Q4 | $299K | Sell |
1,080
-335
| -24% | -$92.9K | 0.09% | 184 |
|
|
2024
Q3 | $358K | Sell |
1,415
-1,040
| -42% | -$263K | 0.11% | 171 |
|
|
2024
Q2 | $512K | Sell |
2,455
-935
| -28% | -$195K | 0.17% | 139 |
|
|
2024
Q1 | $653K | Sell |
3,390
-530
| -14% | -$102K | 0.22% | 123 |
|
|
2023
Q4 | $671K | Sell |
3,920
-2,355
| -38% | -$403K | 0.26% | 111 |
|
|
2023
Q3 | $865K | Sell |
6,275
-1,265
| -17% | -$174K | 0.38% | 82 |
|
|
2023
Q2 | $932K | Sell |
7,540
-405
| -5% | -$50.1K | 0.41% | 80 |
|
|
2023
Q1 | $917K | Hold |
7,945
| – | – | 0.44% | 76 |
|
|
2022
Q4 | $867K | Sell |
7,945
-450
| -5% | -$49.1K | 0.44% | 76 |
|
|
2022
Q3 | $690K | Sell |
8,395
-195
| -2% | -$16K | 0.4% | 79 |
|
|
2022
Q2 | $804K | Buy |
8,590
+235
| +3% | +$22K | 0.44% | 73 |
|
|
2022
Q1 | $930K | Buy |
8,355
+1,645
| +25% | +$183K | 0.45% | 69 |
|
|
2021
Q4 | $912K | Buy |
6,710
+1,340
| +25% | +$182K | 0.43% | 78 |
|
|
2021
Q3 | $718K | Buy |
5,370
+2,064
| +62% | +$276K | 0.39% | 83 |
|
|
2021
Q2 | $465K | Buy |
+3,306
| New | +$465K | 0.26% | 100 |
|