LMR Partners’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-123,037
Closed -$15.2M 776
2023
Q2
$15.2M Buy
+123,037
New +$15.2M 0.17% 89
2023
Q1
Sell
-81,488
Closed -$8.89M 1054
2022
Q4
$8.89M Buy
+81,488
New +$8.89M 0.16% 157
2018
Q4
Sell
-2,684
Closed -$270K 377
2018
Q3
$270K Sell
2,684
-50,988
-95% -$5.13M 0.02% 270
2018
Q2
$5.66M Buy
+53,672
New +$5.66M 0.29% 81
2017
Q4
Sell
-9,735
Closed -$781K 348
2017
Q3
$781K Buy
+9,735
New +$781K 0.08% 130