Rafferty Asset Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-808
| Closed | -$224K | – | 1094 |
|
|
2024
Q4 | $224K | Sell |
808
-14
| -2% | -$3.88K | ﹤0.01% | 1078 |
|
|
2024
Q3 | $208K | Buy |
+822
| New | +$208K | ﹤0.01% | 1103 |
|
|
2022
Q3 | – | Sell |
-12,007
| Closed | -$1.12M | – | 1175 |
|
|
2022
Q2 | $1.12M | Sell |
12,007
-7,164
| -37% | -$671K | 0.01% | 607 |
|
|
2022
Q1 | $2.13M | Sell |
19,171
-927
| -5% | -$103K | 0.01% | 585 |
|
|
2021
Q4 | $2.73M | Buy |
20,098
+1,506
| +8% | +$205K | 0.01% | 559 |
|
|
2021
Q3 | $2.49M | Sell |
18,592
-4,905
| -21% | -$656K | 0.02% | 567 |
|
|
2021
Q2 | $3.31M | Buy |
23,497
+3,602
| +18% | +$507K | 0.02% | 479 |
|
|
2021
Q1 | $2.62M | Buy |
19,895
+3,520
| +21% | +$464K | 0.02% | 555 |
|
|
2020
Q4 | $1.8M | Buy |
16,375
+2,745
| +20% | +$301K | 0.02% | 427 |
|
|
2020
Q3 | $892K | Buy |
13,630
+5,503
| +68% | +$360K | 0.01% | 590 |
|
|
2020
Q2 | $479K | Buy |
+8,127
| New | +$479K | 0.01% | 726 |
|
|
2020
Q1 | – | Sell |
-6,314
| Closed | -$472K | – | 673 |
|
|
2019
Q4 | $472K | Buy |
6,314
+396
| +7% | +$29.6K | 0.01% | 696 |
|
|
2019
Q3 | $474K | Sell |
5,918
-1,013
| -15% | -$81.1K | 0.01% | 670 |
|
|
2019
Q2 | $614K | Sell |
6,931
-1,151
| -14% | -$102K | 0.01% | 645 |
|
|
2019
Q1 | $735K | Buy |
8,082
+1,109
| +16% | +$101K | 0.01% | 598 |
|
|
2018
Q4 | $499K | Sell |
6,973
-2,483
| -26% | -$178K | 0.01% | 515 |
|
|
2018
Q3 | $951K | Sell |
9,456
-1,053
| -10% | -$106K | 0.01% | 463 |
|
|
2018
Q2 | $1.11M | Buy |
+10,509
| New | +$1.11M | 0.02% | 453 |
|
|
2017
Q2 | – | Sell |
-75,390
| Closed | -$5.87M | – | 564 |
|
|
2017
Q1 | $5.87M | Buy |
+75,390
| New | +$5.87M | 0.13% | 73 |
|