Marshall Wace North America’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $785K | Sell |
5,870
-1,506
| -20% | -$201K | ﹤0.01% | 964 |
|
|
2021
Q2 | $1.04M | Buy |
+7,376
| New | +$1.04M | ﹤0.01% | 967 |
|
|
2019
Q4 | – | Sell |
-4,363
| Closed | -$349K | – | 1371 |
|
|
2019
Q3 | $349K | Sell |
4,363
-1,407
| -24% | -$113K | ﹤0.01% | 866 |
|
|
2019
Q2 | $511K | Buy |
+5,770
| New | +$511K | ﹤0.01% | 885 |
|
|
2019
Q1 | – | Sell |
-6,426
| Closed | -$460K | – | 1653 |
|
|
2018
Q4 | $460K | Buy |
+6,426
| New | +$460K | ﹤0.01% | 794 |
|
|
2018
Q2 | – | Sell |
-123,047
| Closed | -$10.7M | – | 1471 |
|
|
2018
Q1 | $10.7M | Buy |
123,047
+53,435
| +77% | +$4.66M | 0.05% | 379 |
|
|
2017
Q4 | $6.27M | Buy |
+69,612
| New | +$6.27M | 0.03% | 514 |
|
|
2017
Q3 | – | Sell |
-11,423
| Closed | -$811K | – | 1328 |
|
|
2017
Q2 | $811K | Buy |
+11,423
| New | +$811K | 0.01% | 993 |
|