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
Q4 | – | Sell |
-909
| Closed | -$307K | – | 1373 |
|
|
2025
Q3 | $307K | Buy |
909
+17
| +2% | +$5.33K | 0.02% | 720 |
|
|
2025
Q2 | $241K | Buy |
+892
| New | +$196K | 0.02% | 719 |
|
|
2025
Q1 | – | Sell |
-1,754
| Closed | -$486K | – | 1297 |
|
|
2024
Q4 | $486K | Buy |
+1,754
| New | +$497K | 0.04% | 599 |
|
|
2024
Q3 | – | Sell |
-1,249
| Closed | -$260K | – | 1372 |
|
|
2024
Q2 | $260K | Sell |
1,249
-540
| -30% | -$105K | 0.02% | 855 |
|
|
2024
Q1 | $345K | Buy |
+1,789
| New | +$324K | 0.02% | 828 |
|
|
2022
Q3 | – | Sell |
-4,095
| Closed | -$383K | – | 1680 |
|
|
2022
Q2 | $383K | Buy |
+4,095
| New | +$436K | 0.02% | 942 |
|
|
2022
Q1 | – | Sell |
-3,480
| Closed | -$473K | – | 1994 |
|
|
2021
Q4 | $473K | Buy |
+3,480
| New | +$507K | 0.02% | 1047 |
|
|
2021
Q2 | – | Sell |
-1,887
| Closed | -$249K | – | 1762 |
|
|
2021
Q1 | $249K | Buy |
+1,887
| New | +$230K | 0.02% | 1231 |
|
|
2020
Q3 | – | Sell |
-519
| Closed | -$31K | – | 2039 |
|
|
2020
Q2 | $31K | Buy |
+519
| New | +$28.2K | ﹤0.01% | 1279 |
|
|
2020
Q1 | – | Sell |
-1,525
| Closed | -$114K | – | 1649 |
|
|
2019
Q4 | $114K | Buy |
+1,525
| New | +$116K | 0.01% | 1047 |
|
|
2019
Q3 | – | Sell |
-105
| Closed | -$9K | – | 1864 |
|
|
2019
Q2 | $9K | Buy |
+105
| New | +$9.35K | ﹤0.01% | 1420 |
|
|
2018
Q4 | – | Sell |
-76
| Closed | -$8K | – | 1900 |
|
|
2018
Q3 | $8K | Buy |
+76
| New | +$8.19K | ﹤0.01% | 1515 |
|
|
2018
Q2 | – | Sell |
-133
| Closed | -$12K | – | 1759 |
|
|
2018
Q1 | $12K | Buy |
+133
| New | +$12.5K | ﹤0.01% | 1328 |
|
|
2017
Q4 | – | Sell |
-400
| Closed | -$32K | – | 1468 |
|
|
2017
Q3 | $32K | Buy |
+400
| New | +$30.1K | ﹤0.01% | 1214 |
|
|
2017
Q1 | – | Sell |
-2,700
| Closed | -$185K | – | 1578 |
|
|
2016
Q4 | $185K | Buy |
2,700
+1,700
| +170% | +$105K | 0.02% | 612 |
|
|
2016
Q3 | $52K | Buy |
1,000
+700
| +233% | +$35.2K | 0.01% | 1024 |
|
|
2016
Q2 | $13K | Sell |
300
-2,100
| -88% | -$105K | ﹤0.01% | 1361 |
|
|
2016
Q1 | $124K | Buy |
2,400
+2,200
| +1,100% | +$105K | 0.02% | 688 |
|
|
2015
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 1251 |
|
|
2015
Q3 | $10K | Buy |
200
+100
| +100% | +$5.48K | ﹤0.01% | 1342 |
|
|
2015
Q2 | $5K | Sell |
100
-100
| -50% | -$5.1K | ﹤0.01% | 1620 |
|
|
2015
Q1 | $10K | Sell |
200
-200
| -50% | -$10.2K | ﹤0.01% | 1830 |
|
|
2014
Q4 | $21K | Sell |
400
-22,450
| -98% | -$1.12M | ﹤0.01% | 1732 |
|
|
2014
Q3 | $1.07M | Buy |
22,850
+22,650
| +11,325% | +$1.17M | 0.17% | 160 |
|
|
2014
Q2 | $12K | Buy |
+200
| New | +$11K | ﹤0.01% | 1800 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$5K | – | 1705 |
|
|
2013
Q3 | $5K | Buy |
+100
| New | +$4.6K | ﹤0.01% | 1467 |
|
Other funds holding EVR
