PDT Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Buy |
+2,000
| New | +$540K | 0.03% | 515 |
|
|
2024
Q3 | – | Sell |
-4,602
| Closed | -$959K | – | 752 |
|
|
2024
Q2 | $959K | Sell |
4,602
-1,411
| -23% | -$294K | 0.09% | 344 |
|
|
2024
Q1 | $1.16M | Buy |
6,013
+436
| +8% | +$84K | 0.11% | 301 |
|
|
2023
Q4 | $954K | Sell |
5,577
-7,453
| -57% | -$1.27M | 0.11% | 295 |
|
|
2023
Q3 | $1.8M | Hold |
13,030
| – | – | 0.23% | 150 |
|
|
2023
Q2 | $1.61M | Hold |
13,030
| – | – | 0.22% | 157 |
|
|
2023
Q1 | $1.5M | Buy |
13,030
+7,686
| +144% | +$887K | 0.2% | 179 |
|
|
2022
Q4 | $583K | Sell |
5,344
-5,292
| -50% | -$577K | 0.09% | 356 |
|
|
2022
Q3 | $875K | Buy |
10,636
+2,594
| +32% | +$213K | 0.13% | 259 |
|
|
2022
Q2 | $753K | Hold |
8,042
| – | – | 0.07% | 477 |
|
|
2022
Q1 | $895K | Buy |
+8,042
| New | +$895K | 0.08% | 407 |
|
|
2021
Q4 | – | Sell |
-4,528
| Closed | -$605K | – | 911 |
|
|
2021
Q3 | $605K | Hold |
4,528
| – | – | 0.04% | 429 |
|
|
2021
Q2 | $637K | Sell |
4,528
-2,272
| -33% | -$320K | 0.04% | 464 |
|
|
2021
Q1 | $896K | Buy |
+6,800
| New | +$896K | 0.06% | 391 |
|
|
2020
Q2 | – | Sell |
-9,600
| Closed | -$442K | – | 708 |
|
|
2020
Q1 | $442K | Buy |
+9,600
| New | +$442K | 0.04% | 403 |
|
|
2015
Q3 | – | Sell |
-10,223
| Closed | -$552K | – | 1351 |
|
|
2015
Q2 | $552K | Sell |
10,223
-28,873
| -74% | -$1.56M | 0.01% | 942 |
|
|
2015
Q1 | $2.02M | Buy |
+39,096
| New | +$2.02M | 0.05% | 452 |
|
|
2014
Q2 | – | Sell |
-8,000
| Closed | -$442K | – | 1461 |
|
|
2014
Q1 | $442K | Buy |
+8,000
| New | +$442K | 0.01% | 1005 |
|
|
2013
Q4 | – | Sell |
-17,294
| Closed | -$851K | – | 785 |
|
|
2013
Q3 | $851K | Sell |
17,294
-12,415
| -42% | -$611K | 0.02% | 828 |
|
|
2013
Q2 | $1.17M | Buy |
+29,709
| New | +$1.17M | 0.03% | 757 |
|