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Pegasus Partners’s Evercore EVR Stock Holding History

Pegasus Partners’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,295
Closed -$246K – 146
2019
Q4 		$246K Sell
3,295
-1,982
-38% -$151K 0.08% 154
2019
Q3 		$423K Sell
5,277
-8,858
-63% -$734K 0.14% 144
2019
Q2 		$1.25M Sell
14,135
-3,064
-18% -$273K 0.38% 89
2019
Q1 		$1.56M Buy
17,199
+9,077
+112% +$797K 0.46% 80
2018
Q4 		$581K Sell
8,122
-10,744
-57% -$882K 0.17% 112
2018
Q3 		$1.9M Buy
+18,866
New +$2.03M 0.42% 89

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