Quantinno 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 | $25.4M | Buy |
94,077
+56,516
| +150% | +$15.3M | 0.11% | 193 |
|
|
2025
Q1 | $7.5M | Buy |
37,561
+18,317
| +95% | +$3.66M | 0.05% | 482 |
|
|
2024
Q4 | $5.33M | Buy |
19,244
+1,656
| +9% | +$459K | 0.05% | 449 |
|
|
2024
Q3 | $4.46M | Buy |
17,588
+4,044
| +30% | +$1.02M | 0.06% | 409 |
|
|
2024
Q2 | $2.82M | Buy |
13,544
+1,209
| +10% | +$252K | 0.05% | 448 |
|
|
2024
Q1 | $2.38M | Buy |
12,335
+893
| +8% | +$172K | 0.05% | 452 |
|
|
2023
Q4 | $1.96M | Buy |
11,442
+1,749
| +18% | +$299K | 0.07% | 379 |
|
|
2023
Q3 | $1.34M | Buy |
9,693
+1,342
| +16% | +$185K | 0.06% | 438 |
|
|
2023
Q2 | $1.03M | Sell |
8,351
-423
| -5% | -$52.3K | 0.06% | 423 |
|
|
2023
Q1 | $1.01M | Buy |
8,774
+4,179
| +91% | +$482K | 0.07% | 378 |
|
|
2022
Q4 | $501K | Buy |
+4,595
| New | +$501K | 0.04% | 540 |
|
|
2019
Q2 | – | Sell |
-5,224
| Closed | -$475K | – | 455 |
|
|
2019
Q1 | $475K | Hold |
5,224
| – | – | 0.3% | 127 |
|
|
2018
Q4 | $374K | Buy |
+5,224
| New | +$374K | 0.3% | 129 |
|