Oxford 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 | $751K | Buy |
+2,780
| New | +$751K | 0.27% | 91 |
|
|
2025
Q1 | – | Sell |
-1,304
| Closed | -$361K | – | 531 |
|
|
2024
Q4 | $361K | Buy |
+1,304
| New | +$361K | 0.16% | 219 |
|
|
2020
Q1 | – | Sell |
-7,570
| Closed | -$566K | – | 572 |
|
|
2019
Q4 | $566K | Sell |
7,570
-43,854
| -85% | -$3.28M | 0.02% | 1178 |
|
|
2019
Q3 | $4.12M | Buy |
51,424
+20,545
| +67% | +$1.65M | 0.1% | 230 |
|
|
2019
Q2 | $2.74M | Buy |
30,879
+2,864
| +10% | +$254K | 0.06% | 493 |
|
|
2019
Q1 | $2.55M | Sell |
28,015
-1,465
| -5% | -$133K | 0.06% | 457 |
|
|
2018
Q4 | $2.11M | Buy |
29,480
+7,463
| +34% | +$534K | 0.05% | 440 |
|
|
2018
Q3 | $2.22M | Sell |
22,017
-17,460
| -44% | -$1.76M | 0.05% | 610 |
|
|
2018
Q2 | $4.21M | Buy |
39,477
+23,893
| +153% | +$2.55M | 0.08% | 269 |
|
|
2018
Q1 | $1.36M | Buy |
+15,584
| New | +$1.36M | 0.03% | 781 |
|
|
2017
Q4 | – | Sell |
-28,247
| Closed | -$2.28M | – | 1674 |
|
|
2017
Q3 | $2.28M | Buy |
28,247
+14,470
| +105% | +$1.17M | 0.04% | 555 |
|
|
2017
Q2 | $971K | Buy |
13,777
+3,072
| +29% | +$217K | 0.02% | 898 |
|
|
2017
Q1 | $834K | Buy |
+10,705
| New | +$834K | 0.02% | 868 |
|