Prelude Capital 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 | $241K | Buy |
+892
| New | +$241K | 0.02% | 715 |
|
|
2025
Q1 | – | Sell |
-1,754
| Closed | -$486K | – | 1177 |
|
|
2024
Q4 | $486K | Buy |
+1,754
| New | +$486K | 0.03% | 510 |
|
|
2024
Q3 | – | Sell |
-1,249
| Closed | -$260K | – | 1257 |
|
|
2024
Q2 | $260K | Sell |
1,249
-540
| -30% | -$113K | 0.02% | 770 |
|
|
2024
Q1 | $345K | Buy |
+1,789
| New | +$345K | 0.02% | 741 |
|
|
2022
Q3 | – | Sell |
-4,095
| Closed | -$383K | – | 1555 |
|
|
2022
Q2 | $383K | Buy |
+4,095
| New | +$383K | 0.01% | 800 |
|
|
2022
Q1 | – | Sell |
-3,480
| Closed | -$473K | – | 1635 |
|
|
2021
Q4 | $473K | Buy |
+3,480
| New | +$473K | 0.01% | 816 |
|
|
2021
Q2 | – | Sell |
-1,887
| Closed | -$249K | – | 1425 |
|
|
2021
Q1 | $249K | Buy |
+1,887
| New | +$249K | 0.01% | 854 |
|
|
2020
Q3 | – | Sell |
-519
| Closed | -$31K | – | 1508 |
|
|
2020
Q2 | $31K | Buy |
+519
| New | +$31K | ﹤0.01% | 877 |
|
|
2020
Q1 | – | Sell |
-1,525
| Closed | -$114K | – | 1106 |
|
|
2019
Q4 | $114K | Buy |
+1,525
| New | +$114K | ﹤0.01% | 692 |
|
|
2019
Q3 | – | Sell |
-105
| Closed | -$9K | – | 1306 |
|
|
2019
Q2 | $9K | Buy |
+105
| New | +$9K | ﹤0.01% | 1035 |
|
|
2018
Q4 | – | Sell |
-76
| Closed | -$8K | – | 1485 |
|
|
2018
Q3 | $8K | Buy |
+76
| New | +$8K | ﹤0.01% | 1155 |
|
|
2018
Q2 | – | Sell |
-133
| Closed | -$12K | – | 1443 |
|
|
2018
Q1 | $12K | Buy |
+133
| New | +$12K | ﹤0.01% | 1173 |
|
|
2017
Q4 | – | Sell |
-400
| Closed | -$32K | – | 1307 |
|
|
2017
Q3 | $32K | Buy |
+400
| New | +$32K | ﹤0.01% | 1103 |
|
|
2017
Q1 | – | Sell |
-2,700
| Closed | -$185K | – | 1503 |
|
|
2016
Q4 | $185K | Buy |
2,700
+1,700
| +170% | +$116K | 0.02% | 577 |
|
|
2016
Q3 | $52K | Buy |
1,000
+700
| +233% | +$36.4K | 0.01% | 961 |
|
|
2016
Q2 | $13K | Sell |
300
-2,100
| -88% | -$91K | ﹤0.01% | 1304 |
|
|
2016
Q1 | $124K | Buy |
2,400
+2,200
| +1,100% | +$114K | 0.02% | 621 |
|
|
2015
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 1175 |
|
|
2015
Q3 | $10K | Buy |
200
+100
| +100% | +$5K | ﹤0.01% | 1252 |
|
|
2015
Q2 | $5K | Sell |
100
-100
| -50% | -$5K | ﹤0.01% | 1518 |
|
|
2015
Q1 | $10K | Sell |
200
-200
| -50% | -$10K | ﹤0.01% | 1748 |
|
|
2014
Q4 | $21K | Sell |
400
-22,450
| -98% | -$1.18M | ﹤0.01% | 1636 |
|
|
2014
Q3 | $1.07M | Buy |
22,850
+22,650
| +11,325% | +$1.06M | 0.15% | 145 |
|
|
2014
Q2 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 1631 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$5K | – | 1583 |
|
|
2013
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1341 |
|