MPAM
Monarch Partners Asset Management’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-50,853
| Closed | -$6.7M | – | 159 |
|
|
2021
Q1 | $6.7M | Buy |
50,853
+18,474
| +57% | +$2.43M | 1.01% | 39 |
|
|
2020
Q4 | $3.55M | Sell |
32,379
-21,270
| -40% | -$2.33M | 0.62% | 71 |
|
|
2020
Q3 | $3.51M | Sell |
53,649
-44,515
| -45% | -$2.91M | 0.79% | 58 |
|
|
2020
Q2 | $5.78M | Buy |
98,164
+45,685
| +87% | +$2.69M | 1.41% | 13 |
|
|
2020
Q1 | $2.42M | Buy |
+52,479
| New | +$2.42M | 0.85% | 50 |
|
|
2017
Q1 | – | Sell |
-33,041
| Closed | -$2.27M | – | 185 |
|
|
2016
Q4 | $2.27M | Sell |
33,041
-31,067
| -48% | -$2.13M | 0.19% | 119 |
|
|
2016
Q3 | $3.3M | Buy |
64,108
+7,360
| +13% | +$379K | 0.31% | 99 |
|
|
2016
Q2 | $2.51M | Sell |
56,748
-29,831
| -34% | -$1.32M | 0.25% | 105 |
|
|
2016
Q1 | $4.48M | Buy |
86,579
+54,641
| +171% | +$2.83M | 0.46% | 79 |
|
|
2015
Q4 | $1.73M | Buy |
31,938
+3,300
| +12% | +$178K | 0.18% | 117 |
|
|
2015
Q3 | $1.44M | Sell |
28,638
-7,360
| -20% | -$370K | 0.18% | 121 |
|
|
2015
Q2 | $1.94M | Sell |
35,998
-126,047
| -78% | -$6.8M | 0.26% | 108 |
|
|
2015
Q1 | $8.37M | Buy |
162,045
+9,275
| +6% | +$479K | 1.66% | 3 |
|
|
2014
Q4 | $8M | Buy |
152,770
+84,467
| +124% | +$4.42M | 1.74% | 9 |
|
|
2014
Q3 | $3.21M | Sell |
68,303
-65,300
| -49% | -$3.07M | 0.85% | 43 |
|
|
2014
Q2 | $7.7M | Buy |
133,603
+53,771
| +67% | +$3.1M | 2.02% | 4 |
|
|
2014
Q1 | $4.41M | Buy |
+79,832
| New | +$4.41M | 1.61% | 7 |
|