Perkins Investment Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-164,342
| Closed | -$8.89M | – | 233 |
|
|
2015
Q4 | $8.89M | Sell |
164,342
-171,310
| -51% | -$9.26M | 0.13% | 139 |
|
|
2015
Q3 | $16.9M | Sell |
335,652
-243,097
| -42% | -$12.2M | 0.24% | 114 |
|
|
2015
Q2 | $31.2M | Buy |
578,749
+32,610
| +6% | +$1.76M | 0.36% | 104 |
|
|
2015
Q1 | $28.2M | Buy |
546,139
+4,439
| +0.8% | +$229K | 0.28% | 108 |
|
|
2014
Q4 | $28.4M | Buy |
541,700
+145,904
| +37% | +$7.64M | 0.27% | 117 |
|
|
2014
Q3 | $18.6M | Buy |
+395,796
| New | +$18.6M | 0.17% | 134 |
|
|
2014
Q1 | – | Sell |
-206,222
| Closed | -$12.3M | – | 261 |
|
|
2013
Q4 | $12.3M | Sell |
206,222
-148,378
| -42% | -$8.87M | 0.09% | 180 |
|
|
2013
Q3 | $17.5M | Sell |
354,600
-600
| -0.2% | -$29.5K | 0.12% | 164 |
|
|
2013
Q2 | $14M | Buy |
+355,200
| New | +$14M | 0.09% | 184 |
|