Morse Asset Management’s Evercore EVR Stock Holding History

Morse Asset Management’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.6M	Sell	39,186 -2,724	-6%	-$736K	2.32%	6
2025 Q1	$8.37M	Buy	41,910 +4,856	+13%	+$970K	2.11%	12
2024 Q4	$10.3M	Buy	37,054 +254	+0.7%	+$70.4K	2.35%	8
2024 Q3	$9.32M	Buy	36,800 +1,271	+4%	+$322K	2.01%	11
2024 Q2	$7.41M	Buy	35,529 +5,046	+17%	+$1.05M	1.8%	17
2024 Q1	$5.87M	Buy	30,483 +125	+0.4%	+$24.1K	1.5%	20
2023 Q4	$5.19M	Buy	30,358 +1,388	+5%	+$237K	1.53%	24
2023 Q3	$3.99M	Buy	28,970 +290	+1%	+$40K	1.26%	25
2023 Q2	$3.55M	Buy	28,680 +426	+2%	+$52.7K	1.08%	32
2023 Q1	$3.26M	Buy	28,254 +1,755	+7%	+$202K	1.1%	32
2022 Q4	$2.89M	Buy	26,499 +106	+0.4%	+$11.6K	1.05%	29
2022 Q3	$2.17M	Sell	26,393 -141	-0.5%	-$11.6K	0.82%	39
2022 Q2	$2.48M	Buy	26,534 +14	+0.1%	+$1.31K	0.8%	40
2022 Q1	$2.95M	Sell	26,520 -9,318	-26%	-$1.04M	0.73%	41
2021 Q4	$4.87M	Buy	35,838 +3,793	+12%	+$515K	1.09%	27
2021 Q3	$4.28M	Buy	32,045 +1,880	+6%	+$251K	1.02%	25
2021 Q2	$4.25M	Sell	30,165 -220	-0.7%	-$31K	1.03%	23
2021 Q1	$4M	Sell	30,385 -1,595	-5%	-$210K	1.03%	27
2020 Q4	$3.51M	Buy	31,980 +3,950	+14%	+$433K	0.97%	29
2020 Q3	$1.84M	Hold	28,030	–	–	0.59%	45
2020 Q2	$1.65M	Hold	28,030	–	–	0.59%	46
2020 Q1	$1.29M	Hold	28,030	–	–	0.62%	45
2019 Q4	$2.1M	Sell	28,030 -1,400	-5%	-$105K	0.72%	45
2019 Q3	$2.36M	Hold	29,430	–	–	0.88%	31
2019 Q2	$2.61M	Sell	29,430 -100	-0.3%	-$8.86K	0.77%	36
2019 Q1	$2.69M	Sell	29,530 -300	-1%	-$27.3K	0.81%	35
2018 Q4	$2.14M	Sell	29,830 -200	-0.7%	-$14.3K	0.76%	41
2018 Q3	$3.02M	Hold	30,030	–	–	0.8%	41
2018 Q2	$3.17M	Sell	30,030 -1,000	-3%	-$105K	0.87%	35
2018 Q1	$2.71M	Sell	31,030 -1,000	-3%	-$87.2K	0.75%	44
2017 Q4	$2.88M	Sell	32,030 -800	-2%	-$72K	0.8%	43
2017 Q3	$2.64M	Sell	32,830 -1,500	-4%	-$120K	0.79%	45
2017 Q2	$2.42M	Sell	34,330 -1,000	-3%	-$70.5K	0.79%	45
2017 Q1	$2.75M	Buy	+35,330	New	+$2.75M	0.94%	37