Rafferty Asset 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
Q1 | – | Sell |
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|
2024
Q4 | $224K | Sell |
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|
2024
Q3 | $208K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $2.13M | Sell |
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|
2021
Q4 | $2.73M | Buy |
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|
2021
Q3 | $2.48M | Sell |
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|
2021
Q2 | $3.31M | Buy |
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|
2021
Q1 | $2.62M | Buy |
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|
2020
Q4 | $1.79M | Buy |
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|
2020
Q3 | $892K | Buy |
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|
2020
Q2 | $479K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $472K | Buy |
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|
2019
Q3 | $474K | Sell |
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|
2019
Q2 | $614K | Sell |
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|
2019
Q1 | $735K | Buy |
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|
2018
Q4 | $499K | Sell |
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|
2018
Q3 | $951K | Sell |
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|
2018
Q2 | $1.11M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $5.87M | Buy |
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