Ray Dalio’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
4,743
-40,543
| -90% | -$10.9M | 0.01% | 456 |
|
|
2025
Q1 | $9.04M | Buy |
45,286
+12,031
| +36% | +$2.4M | 0.04% | 274 |
|
|
2024
Q4 | $9.22M | Buy |
33,255
+8,492
| +34% | +$2.35M | 0.04% | 268 |
|
|
2024
Q3 | $6.27M | Buy |
24,763
+6,872
| +38% | +$1.74M | 0.04% | 337 |
|
|
2024
Q2 | $3.73M | Sell |
17,891
-55,618
| -76% | -$11.6M | 0.02% | 414 |
|
|
2024
Q1 | $14.2M | Sell |
73,509
-6,903
| -9% | -$1.33M | 0.07% | 208 |
|
|
2023
Q4 | $13.8M | Buy |
80,412
+21,058
| +35% | +$3.6M | 0.08% | 197 |
|
|
2023
Q3 | $8.18M | Buy |
59,354
+41,438
| +231% | +$5.71M | 0.05% | 268 |
|
|
2023
Q2 | $2.21M | Buy |
+17,916
| New | +$2.21M | 0.01% | 447 |
|
|
2022
Q3 | – | Sell |
-62,877
| Closed | -$5.89M | – | 916 |
|
|
2022
Q2 | $5.89M | Buy |
+62,877
| New | +$5.89M | 0.02% | 452 |
|