Quantbot Technologies’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 | – | Sell |
-16,791
| Closed | -$3.35M | – | 1708 |
|
|
2025
Q1 | $3.35M | Buy |
16,791
+3,203
| +24% | +$798K | 0.11% | 274 |
|
|
2024
Q4 | $3.77M | Buy |
+13,588
| New | +$3.85M | 0.14% | 221 |
|
|
2024
Q2 | – | Sell |
-5,246
| Closed | -$1.01M | – | 1586 |
|
|
2024
Q1 | $1.01M | Buy |
+5,246
| New | +$949K | 0.06% | 501 |
|
|
2022
Q4 | – | Sell |
-1,341
| Closed | -$110K | – | 1791 |
|
|
2022
Q3 | $110K | Buy |
+1,341
| New | +$127K | 0.01% | 1066 |
|
|
2022
Q2 | – | Sell |
-2,063
| Closed | -$229K | – | 1819 |
|
|
2022
Q1 | $229K | Buy |
+2,063
| New | +$254K | 0.02% | 820 |
|
|
2021
Q4 | – | Sell |
-1,353
| Closed | -$180K | – | 1632 |
|
|
2021
Q3 | $180K | Sell |
1,353
-3,900
| -74% | -$530K | 0.01% | 825 |
|
|
2021
Q2 | $739K | Buy |
+5,253
| New | +$734K | 0.06% | 441 |
|
|
2020
Q3 | – | Sell |
-1,045
| Closed | -$61K | – | 1391 |
|
|
2020
Q2 | $61K | Buy |
1,045
+844
| +420% | +$45.9K | 0.01% | 677 |
|
|
2020
Q1 | $9K | Sell |
201
-4,633
| -96% | -$310K | 0.01% | 697 |
|
|
2019
Q4 | $361K | Sell |
4,834
-9,149
| -65% | -$697K | 0.04% | 492 |
|
|
2019
Q3 | $1.12M | Buy |
13,983
+11,526
| +469% | +$955K | 0.11% | 225 |
|
|
2019
Q2 | $217K | Sell |
2,457
-1,443
| -37% | -$128K | 0.02% | 572 |
|
|
2019
Q1 | $354K | Sell |
3,900
-15,978
| -80% | -$1.4M | 0.03% | 525 |
|
|
2018
Q4 | $1.42M | Buy |
19,878
+15,968
| +408% | +$1.31M | 0.14% | 206 |
|
|
2018
Q3 | $393K | Sell |
3,910
-549
| -12% | -$59.2K | 0.03% | 595 |
|
|
2018
Q2 | $470K | Buy |
+4,459
| New | +$460K | 0.03% | 586 |
|
|
2018
Q1 | – | Sell |
-2,648
| Closed | -$238K | – | 1294 |
|
|
2017
Q4 | $238K | Buy |
+2,648
| New | +$221K | 0.02% | 676 |
|
|
2017
Q3 | – | Sell |
-5,258
| Closed | -$370K | – | 1252 |
|
|
2017
Q2 | $370K | Buy |
5,258
+312
| +6% | +$22.7K | 0.03% | 516 |
|
|
2017
Q1 | $385K | Buy |
+4,946
| New | +$384K | 0.04% | 484 |
|
|
2016
Q4 | – | Sell |
-14,566
| Closed | -$750K | – | 1132 |
|
|
2016
Q3 | $750K | Buy |
14,566
+7,361
| +102% | +$370K | 0.08% | 279 |
|
|
2016
Q2 | $318K | Buy |
+7,205
| New | +$359K | 0.03% | 481 |
|
|
2016
Q1 | – | Sell |
-4,777
| Closed | -$258K | – | 1218 |
|
|
2015
Q4 | $258K | Buy |
+4,777
| New | +$258K | 0.04% | 396 |
|
|
2015
Q2 | – | Sell |
-3,004
| Closed | -$155K | – | 1187 |
|
|
2015
Q1 | $155K | Buy |
3,004
+1,757
| +141% | +$89.3K | 0.04% | 481 |
|
|
2014
Q4 | $65K | Buy |
1,247
+1,240
| +17,714% | +$62.1K | 0.02% | 771 |
|
|
2014
Q3 | $0 | Sell |
7
-493
| -99% | -$25.5K | ﹤0.01% | 1199 |
|
|
2014
Q2 | $28K | Buy |
500
+300
| +150% | +$16.5K | ﹤0.01% | 1010 |
|
|
2014
Q1 | $11K | Buy |
+200
| New | +$11.4K | ﹤0.01% | 1016 |
|
Other funds holding EVR
