Loomis, Sayles & Company’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 |
-85
| Closed | -$10K | – | 1000 |
|
|
2023
Q1 | $10K | Buy |
+85
| New | +$10K | ﹤0.01% | 843 |
|
|
2022
Q4 | – | Sell |
-22
| Closed | -$2K | – | 895 |
|
|
2022
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 792 |
|
|
2022
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 827 |
|
|
2022
Q1 | $2K | Sell |
22
-1,429
| -98% | -$130K | ﹤0.01% | 937 |
|
|
2021
Q4 | $197K | Buy |
+1,451
| New | +$197K | ﹤0.01% | 553 |
|
|
2019
Q2 | – | Sell |
-277
| Closed | -$25K | – | 626 |
|
|
2019
Q1 | $25K | Buy |
277
+27
| +11% | +$2.44K | ﹤0.01% | 603 |
|
|
2018
Q4 | $18K | Buy |
250
+23
| +10% | +$1.66K | ﹤0.01% | 723 |
|
|
2018
Q3 | $23K | Buy |
+227
| New | +$23K | ﹤0.01% | 727 |
|
|
2018
Q1 | – | Sell |
-445
| Closed | -$40K | – | 882 |
|
|
2017
Q4 | $40K | Sell |
445
-14
| -3% | -$1.26K | ﹤0.01% | 624 |
|
|
2017
Q3 | $37K | Buy |
459
+349
| +317% | +$28.1K | ﹤0.01% | 639 |
|
|
2017
Q2 | $8K | Hold |
110
| – | – | ﹤0.01% | 811 |
|
|
2017
Q1 | $9K | Sell |
110
-21
| -16% | -$1.72K | ﹤0.01% | 810 |
|
|
2016
Q4 | $9K | Hold |
131
| – | – | ﹤0.01% | 843 |
|
|
2016
Q3 | $7K | Sell |
131
-124
| -49% | -$6.63K | ﹤0.01% | 823 |
|
|
2016
Q2 | $11K | Sell |
255
-113
| -31% | -$4.88K | ﹤0.01% | 729 |
|
|
2016
Q1 | $19K | Buy |
368
+200
| +119% | +$10.3K | ﹤0.01% | 732 |
|
|
2015
Q4 | $9K | Buy |
+168
| New | +$9K | ﹤0.01% | 868 |
|