Panagora Asset Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-116,760
| Closed | -$12.7M | – | 1467 |
|
|
2022
Q4 | $12.7M | Sell |
116,760
-107,438
| -48% | -$11.7M | 0.08% | 225 |
|
|
2022
Q3 | $18.4M | Sell |
224,198
-2,829
| -1% | -$233K | 0.13% | 174 |
|
|
2022
Q2 | $21.3M | Buy |
227,027
+74,617
| +49% | +$6.98M | 0.14% | 167 |
|
|
2022
Q1 | $17M | Buy |
152,410
+24,936
| +20% | +$2.78M | 0.09% | 198 |
|
|
2021
Q4 | $17.3M | Buy |
127,474
+123,988
| +3,557% | +$16.8M | 0.09% | 205 |
|
|
2021
Q3 | $466K | Buy |
3,486
+2,438
| +233% | +$326K | ﹤0.01% | 1335 |
|
|
2021
Q2 | $148K | Buy |
1,048
+58
| +6% | +$8.19K | ﹤0.01% | 1742 |
|
|
2021
Q1 | $130K | Buy |
990
+898
| +976% | +$118K | ﹤0.01% | 1856 |
|
|
2020
Q4 | $10K | Sell |
92
-11
| -11% | -$1.2K | ﹤0.01% | 2292 |
|
|
2020
Q3 | $7K | Hold |
103
| – | – | ﹤0.01% | 2378 |
|
|
2020
Q2 | $6K | Sell |
103
-236
| -70% | -$13.7K | ﹤0.01% | 2314 |
|
|
2020
Q1 | $16K | Buy |
339
+236
| +229% | +$11.1K | ﹤0.01% | 2075 |
|
|
2019
Q4 | $8K | Sell |
103
-160,526
| -100% | -$12.5M | ﹤0.01% | 2155 |
|
|
2019
Q3 | $12.9M | Sell |
160,629
-37,504
| -19% | -$3M | 0.06% | 280 |
|
|
2019
Q2 | $17.5M | Sell |
198,133
-46,606
| -19% | -$4.13M | 0.08% | 239 |
|
|
2019
Q1 | $22.3M | Sell |
244,739
-110,156
| -31% | -$10M | 0.1% | 205 |
|
|
2018
Q4 | $25.4M | Buy |
354,895
+57,886
| +19% | +$4.14M | 0.12% | 180 |
|
|
2018
Q3 | $29.9M | Buy |
297,009
+111,482
| +60% | +$11.2M | 0.11% | 184 |
|
|
2018
Q2 | $19.6M | Sell |
185,527
-306,455
| -62% | -$32.3M | 0.08% | 235 |
|
|
2018
Q1 | $42.9M | Buy |
491,982
+783
| +0.2% | +$68.3K | 0.17% | 133 |
|
|
2017
Q4 | $44.2M | Sell |
491,199
-130,050
| -21% | -$11.7M | 0.17% | 140 |
|
|
2017
Q3 | $49.9M | Buy |
621,249
+35,876
| +6% | +$2.88M | 0.2% | 120 |
|
|
2017
Q2 | $41.3M | Buy |
585,373
+53,171
| +10% | +$3.75M | 0.17% | 141 |
|
|
2017
Q1 | $41.5M | Buy |
532,202
+216,678
| +69% | +$16.9M | 0.17% | 139 |
|
|
2016
Q4 | $21.7M | Buy |
315,524
+19,414
| +7% | +$1.33M | 0.1% | 203 |
|
|
2016
Q3 | $15.3M | Sell |
296,110
-18,604
| -6% | -$958K | 0.07% | 270 |
|
|
2016
Q2 | $13.9M | Buy |
314,714
+13,689
| +5% | +$605K | 0.07% | 280 |
|
|
2016
Q1 | $15.6M | Buy |
301,025
+60,617
| +25% | +$3.14M | 0.08% | 266 |
|
|
2015
Q4 | $13M | Buy |
240,408
+45,367
| +23% | +$2.45M | 0.06% | 296 |
|
|
2015
Q3 | $9.8M | Buy |
195,041
+9,892
| +5% | +$497K | 0.05% | 336 |
|
|
2015
Q2 | $9.99M | Buy |
185,149
+773
| +0.4% | +$41.7K | 0.05% | 356 |
|
|
2015
Q1 | $9.53M | Buy |
184,376
+15,187
| +9% | +$785K | 0.05% | 352 |
|
|
2014
Q4 | $8.86M | Buy |
169,189
+20,954
| +14% | +$1.1M | 0.05% | 346 |
|
|
2014
Q3 | $6.97M | Sell |
148,235
-11,419
| -7% | -$537K | 0.03% | 405 |
|
|
2014
Q2 | $9.2M | Sell |
159,654
-33,839
| -17% | -$1.95M | 0.04% | 367 |
|
|
2014
Q1 | $10.7M | Buy |
193,493
+16,566
| +9% | +$915K | 0.05% | 342 |
|
|
2013
Q4 | $10.6M | Buy |
176,927
+5,812
| +3% | +$347K | 0.05% | 356 |
|
|
2013
Q3 | $8.42M | Buy |
171,115
+54,439
| +47% | +$2.68M | 0.04% | 382 |
|
|
2013
Q2 | $4.58M | Buy |
+116,676
| New | +$4.58M | 0.02% | 479 |
|