Leuthold Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,347
| Closed | -$271K | – | 213 |
|
|
2023
Q1 | $271K | Sell |
2,347
-144
| -6% | -$16.6K | 0.04% | 173 |
|
|
2022
Q4 | $272K | Sell |
2,491
-30,623
| -92% | -$3.34M | 0.04% | 173 |
|
|
2022
Q3 | $2.72M | Sell |
33,114
-351
| -1% | -$28.9K | 0.41% | 96 |
|
|
2022
Q2 | $3.13M | Sell |
33,465
-13,880
| -29% | -$1.3M | 0.44% | 93 |
|
|
2022
Q1 | $5.27M | Sell |
47,345
-170
| -0.4% | -$18.9K | 0.67% | 56 |
|
|
2021
Q4 | $6.46M | Sell |
47,515
-1,117
| -2% | -$152K | 0.76% | 46 |
|
|
2021
Q3 | $6.5M | Buy |
48,632
+134
| +0.3% | +$17.9K | 0.8% | 37 |
|
|
2021
Q2 | $6.83M | Sell |
48,498
-935
| -2% | -$132K | 0.84% | 35 |
|
|
2021
Q1 | $6.51M | Sell |
49,433
-4,724
| -9% | -$622K | 0.82% | 34 |
|
|
2020
Q4 | $5.94M | Sell |
54,157
-2,319
| -4% | -$254K | 0.78% | 40 |
|
|
2020
Q3 | $3.7M | Sell |
56,476
-533
| -0.9% | -$34.9K | 0.51% | 68 |
|
|
2020
Q2 | $3.36M | Buy |
+57,009
| New | +$3.36M | 0.5% | 76 |
|
|
2020
Q1 | – | Sell |
-3,309
| Closed | -$247K | – | 157 |
|
|
2019
Q4 | $247K | Buy |
+3,309
| New | +$247K | 0.03% | 156 |
|
|
2018
Q2 | – | Sell |
-48,916
| Closed | -$4.27M | – | 211 |
|
|
2018
Q1 | $4.27M | Sell |
48,916
-7,275
| -13% | -$634K | 0.49% | 76 |
|
|
2017
Q4 | $5.06M | Sell |
56,191
-1,185
| -2% | -$107K | 0.51% | 79 |
|
|
2017
Q3 | $4.6M | Sell |
57,376
-295
| -0.5% | -$23.7K | 0.47% | 79 |
|
|
2017
Q2 | $4.07M | Buy |
+57,671
| New | +$4.07M | 0.44% | 93 |
|