Martingale Asset Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $951K | Buy |
3,521
+2,313
| +191% | +$625K | 0.02% | 475 |
|
|
2025
Q1 | $241K | Hold |
1,208
| – | – | 0.01% | 711 |
|
|
2024
Q4 | $335K | Buy |
+1,208
| New | +$335K | 0.01% | 671 |
|
|
2024
Q3 | – | Sell |
-1,578
| Closed | -$329K | – | 805 |
|
|
2024
Q2 | $329K | Sell |
1,578
-20,082
| -93% | -$4.19M | 0.01% | 681 |
|
|
2024
Q1 | $4.17M | Sell |
21,660
-555
| -2% | -$107K | 0.08% | 181 |
|
|
2023
Q4 | $3.8M | Sell |
22,215
-2,592
| -10% | -$443K | 0.08% | 176 |
|
|
2023
Q3 | $3.42M | Sell |
24,807
-12,978
| -34% | -$1.79M | 0.07% | 182 |
|
|
2023
Q2 | $4.67M | Sell |
37,785
-13,441
| -26% | -$1.66M | 0.09% | 169 |
|
|
2023
Q1 | $5.91M | Sell |
51,226
-2,844
| -5% | -$328K | 0.11% | 165 |
|
|
2022
Q4 | $5.9M | Sell |
54,070
-3,143
| -5% | -$343K | 0.12% | 160 |
|
|
2022
Q3 | $4.71M | Sell |
57,213
-8,891
| -13% | -$731K | 0.09% | 167 |
|
|
2022
Q2 | $6.19M | Sell |
66,104
-17,773
| -21% | -$1.66M | 0.11% | 169 |
|
|
2022
Q1 | $9.34M | Sell |
83,877
-297
| -0.4% | -$33.1K | 0.14% | 157 |
|
|
2021
Q4 | $11.4M | Buy |
84,174
+39,658
| +89% | +$5.39M | 0.15% | 156 |
|
|
2021
Q3 | $5.95M | Buy |
44,516
+6,232
| +16% | +$833K | 0.08% | 175 |
|
|
2021
Q2 | $5.39M | Buy |
38,284
+23,740
| +163% | +$3.34M | 0.06% | 183 |
|
|
2021
Q1 | $1.92M | Sell |
14,544
-6,801
| -32% | -$896K | 0.02% | 279 |
|
|
2020
Q4 | $2.34M | Buy |
+21,345
| New | +$2.34M | 0.03% | 279 |
|
|
2020
Q2 | – | Sell |
-10,004
| Closed | -$461K | – | 1036 |
|
|
2020
Q1 | $461K | Buy |
+10,004
| New | +$461K | 0.01% | 830 |
|
|
2019
Q4 | – | Sell |
-7,608
| Closed | -$610K | – | 980 |
|
|
2019
Q3 | $610K | Sell |
7,608
-27,310
| -78% | -$2.19M | 0.01% | 848 |
|
|
2019
Q2 | $3.09M | Sell |
34,918
-44,052
| -56% | -$3.9M | 0.03% | 488 |
|
|
2019
Q1 | $7.19M | Buy |
78,970
+1,252
| +2% | +$114K | 0.08% | 281 |
|
|
2018
Q4 | $5.56M | Sell |
77,718
-52,509
| -40% | -$3.76M | 0.07% | 289 |
|
|
2018
Q3 | $13.1M | Buy |
130,227
+94,742
| +267% | +$9.53M | 0.15% | 166 |
|
|
2018
Q2 | $3.74M | Buy |
35,485
+32,759
| +1,202% | +$3.45M | 0.05% | 384 |
|
|
2018
Q1 | $238K | Buy |
+2,726
| New | +$238K | ﹤0.01% | 899 |
|
|
2014
Q1 | – | Sell |
-5,828
| Closed | -$349K | – | 897 |
|
|
2013
Q4 | $349K | Sell |
5,828
-21,994
| -79% | -$1.32M | 0.01% | 862 |
|
|
2013
Q3 | $1.37M | Sell |
27,822
-2,600
| -9% | -$128K | 0.05% | 397 |
|
|
2013
Q2 | $1.2M | Buy |
+30,422
| New | +$1.2M | 0.04% | 418 |
|