Kennedy Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-82,089
| Closed | -$8.25M | – | 699 |
|
|
2018
Q3 | $8.25M | Buy |
82,089
+2,178
| +3% | +$219K | 0.15% | 240 |
|
|
2018
Q2 | $8.43M | Buy |
79,911
+3,633
| +5% | +$383K | 0.16% | 221 |
|
|
2018
Q1 | $6.65M | Sell |
76,278
-1,244
| -2% | -$108K | 0.13% | 287 |
|
|
2017
Q4 | $6.98M | Buy |
77,522
+2,114
| +3% | +$190K | 0.13% | 292 |
|
|
2017
Q3 | $6.05M | Buy |
75,408
+5,552
| +8% | +$446K | 0.11% | 332 |
|
|
2017
Q2 | $4.93M | Sell |
69,856
-23,397
| -25% | -$1.65M | 0.09% | 412 |
|
|
2017
Q1 | $7.26M | Sell |
93,253
-24
| -0% | -$1.87K | 0.13% | 272 |
|
|
2016
Q4 | $6.41M | Buy |
93,277
+61,638
| +195% | +$4.23M | 0.11% | 315 |
|
|
2016
Q3 | $1.63M | Buy |
+31,639
| New | +$1.63M | 0.03% | 611 |
|