Picton Mahoney 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 | $8.06M | Buy |
+29,855
| New | +$8.06M | 0.08% | 195 |
|
2024
Q3 | – | Sell |
-555
| Closed | -$116K | – | 859 |
|
2024
Q2 | $116K | Buy |
555
+20
| +4% | +$4.18K | ﹤0.01% | 326 |
|
2024
Q1 | $103K | Buy |
+535
| New | +$103K | ﹤0.01% | 272 |
|
2022
Q1 | – | Sell |
-6,915
| Closed | -$940K | – | 938 |
|
2021
Q4 | $940K | Sell |
6,915
-3,495
| -34% | -$475K | 0.02% | 587 |
|
2021
Q3 | $1.39M | Sell |
10,410
-49,753
| -83% | -$6.65M | 0.05% | 459 |
|
2021
Q2 | $8.47M | Buy |
60,163
+29,949
| +99% | +$4.22M | 0.25% | 77 |
|
2021
Q1 | $3.98M | Buy |
+30,214
| New | +$3.98M | 0.19% | 141 |
|
2017
Q2 | – | Sell |
-24,500
| Closed | -$1.91M | – | 186 |
|
2017
Q1 | $1.91M | Buy |
24,500
+1,200
| +5% | +$93.5K | 0.13% | 113 |
|
2016
Q4 | $1.6M | Buy |
23,300
+16,000
| +219% | +$1.1M | 0.13% | 114 |
|
2016
Q3 | $376K | Buy |
+7,300
| New | +$376K | 0.03% | 186 |
|