Lisanti Capital Growth’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-15,220
| Closed | -$4.22M | – | 127 |
|
2024
Q4 | $4.22M | Buy |
15,220
+6,455
| +74% | +$1.79M | 1.01% | 41 |
|
2024
Q3 | $2.22M | Buy |
+8,765
| New | +$2.22M | 0.56% | 75 |
|
2018
Q3 | – | Sell |
-6,240
| Closed | -$658K | – | 134 |
|
2018
Q2 | $658K | Buy |
+6,240
| New | +$658K | 0.25% | 114 |
|