Prelude Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $486K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $345K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $473K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $249K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $31K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $114K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $9K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $8K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $12K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $32K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $185K | Buy |
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|
2016
Q3 | $52K | Buy |
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|
2016
Q2 | $13K | Sell |
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|
2016
Q1 | $124K | Buy |
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|
2015
Q4 | $11K | Hold |
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|
2015
Q3 | $10K | Buy |
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|
2015
Q2 | $5K | Sell |
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|
2015
Q1 | $10K | Sell |
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|
2014
Q4 | $21K | Sell |
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|
2014
Q3 | $1.07M | Buy |
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|
2014
Q2 | $12K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $5K | Buy |
|