Profund Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+833
| New | +$225K | 0.01% | 835 |
|
|
2025
Q1 | – | Sell |
-879
| Closed | -$244K | – | 1028 |
|
|
2024
Q4 | $244K | Sell |
879
-111
| -11% | -$30.8K | 0.01% | 881 |
|
|
2024
Q3 | $251K | Sell |
990
-3
| -0.3% | -$760 | 0.01% | 910 |
|
|
2024
Q2 | $207K | Sell |
993
-263
| -21% | -$54.8K | 0.01% | 963 |
|
|
2024
Q1 | $242K | Buy |
+1,256
| New | +$242K | 0.01% | 974 |
|
|
2022
Q1 | – | Sell |
-1,735
| Closed | -$236K | – | 1369 |
|
|
2021
Q4 | $236K | Sell |
1,735
-122
| -7% | -$16.6K | 0.01% | 1160 |
|
|
2021
Q3 | $248K | Sell |
1,857
-355
| -16% | -$47.4K | 0.01% | 1098 |
|
|
2021
Q2 | $311K | Sell |
2,212
-48
| -2% | -$6.75K | 0.01% | 1031 |
|
|
2021
Q1 | $298K | Sell |
2,260
-214
| -9% | -$28.2K | 0.01% | 977 |
|
|
2020
Q4 | $271K | Buy |
+2,474
| New | +$271K | 0.01% | 887 |
|
|
2020
Q1 | – | Sell |
-2,827
| Closed | -$211K | – | 904 |
|
|
2019
Q4 | $211K | Sell |
2,827
-307
| -10% | -$22.9K | 0.01% | 1146 |
|
|
2019
Q3 | $251K | Sell |
3,134
-649
| -17% | -$52K | 0.01% | 1049 |
|
|
2019
Q2 | $335K | Sell |
3,783
-70
| -2% | -$6.2K | 0.02% | 866 |
|
|
2019
Q1 | $351K | Buy |
+3,853
| New | +$351K | 0.02% | 833 |
|
|
2018
Q4 | – | Sell |
-4,796
| Closed | -$482K | – | 1242 |
|
|
2018
Q3 | $482K | Sell |
4,796
-412
| -8% | -$41.4K | 0.02% | 849 |
|
|
2018
Q2 | $549K | Sell |
5,208
-1,862
| -26% | -$196K | 0.02% | 713 |
|
|
2018
Q1 | $617K | Buy |
7,070
+558
| +9% | +$48.7K | 0.02% | 669 |
|
|
2017
Q4 | $586K | Buy |
6,512
+1,117
| +21% | +$101K | 0.02% | 714 |
|
|
2017
Q3 | $433K | Sell |
5,395
-2,409
| -31% | -$193K | 0.02% | 855 |
|
|
2017
Q2 | $550K | Buy |
7,804
+1,209
| +18% | +$85.2K | 0.02% | 675 |
|
|
2017
Q1 | $514K | Sell |
6,595
-745
| -10% | -$58.1K | 0.02% | 818 |
|
|
2016
Q4 | $504K | Buy |
7,340
+1,490
| +25% | +$102K | 0.02% | 894 |
|
|
2016
Q3 | $301K | Buy |
5,850
+561
| +11% | +$28.9K | 0.01% | 1089 |
|
|
2016
Q2 | $234K | Sell |
5,289
-77
| -1% | -$3.41K | 0.01% | 1271 |
|
|
2016
Q1 | $278K | Sell |
5,366
-1,928
| -26% | -$99.9K | 0.01% | 1148 |
|
|
2015
Q4 | $394K | Buy |
7,294
+2,996
| +70% | +$162K | 0.02% | 776 |
|
|
2015
Q3 | $216K | Sell |
4,298
-2,992
| -41% | -$150K | 0.01% | 1058 |
|
|
2015
Q2 | $393K | Sell |
7,290
-1,715
| -19% | -$92.5K | 0.02% | 928 |
|
|
2015
Q1 | $465K | Buy |
9,005
+2,958
| +49% | +$153K | 0.02% | 938 |
|
|
2014
Q4 | $317K | Buy |
6,047
+629
| +12% | +$33K | 0.01% | 1093 |
|
|
2014
Q3 | $255K | Sell |
5,418
-3,044
| -36% | -$143K | 0.01% | 1088 |
|
|
2014
Q2 | $488K | Sell |
8,462
-159
| -2% | -$9.17K | 0.02% | 925 |
|
|
2014
Q1 | $476K | Sell |
8,621
-2,785
| -24% | -$154K | 0.02% | 909 |
|
|
2013
Q4 | $682K | Sell |
11,406
-3,490
| -23% | -$209K | 0.03% | 797 |
|
|
2013
Q3 | $733K | Buy |
+14,896
| New | +$733K | 0.04% | 656 |
|