Mackay Shields LLC’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-64,756
Closed -$8.53M 901
2021
Q1
$8.53M Sell
64,756
-1,743
-3% -$230K 0.06% 318
2020
Q4
$7.29M Buy
66,499
+8,499
+15% +$932K 0.05% 389
2020
Q3
$3.8M Sell
58,000
-34,932
-38% -$2.29M 0.03% 515
2020
Q2
$5.48M Sell
92,932
-163,565
-64% -$9.64M 0.04% 407
2020
Q1
$11.8M Buy
256,497
+125,848
+96% +$5.8M 0.11% 213
2019
Q4
$9.77M Buy
130,649
+59,300
+83% +$4.43M 0.07% 327
2019
Q3
$5.72M Sell
71,349
-21,625
-23% -$1.73M 0.03% 461
2019
Q2
$8.23M Sell
92,974
-40,808
-31% -$3.61M 0.06% 390
2019
Q1
$12.2M Sell
133,782
-39,727
-23% -$3.62M 0.09% 280
2018
Q4
$12.4M Sell
173,509
-132,355
-43% -$9.47M 0.1% 253
2018
Q3
$30.8M Buy
305,864
+88,714
+41% +$8.92M 0.23% 112
2018
Q2
$22.9M Buy
217,150
+213,970
+6,729% +$22.6M 0.16% 166
2018
Q1
$277K Buy
+3,180
New +$277K ﹤0.01% 1188