Riverhead Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.03M | Hold |
12,824
| – | – | 0.04% | 478 |
|
|
2019
Q2 | $1.14M | Buy |
12,824
+7,200
| +128% | +$638K | 0.04% | 456 |
|
|
2019
Q1 | $512K | Sell |
5,624
-7,271
| -56% | -$662K | 0.02% | 700 |
|
|
2018
Q4 | $923K | Sell |
12,895
-2,079
| -14% | -$149K | 0.04% | 467 |
|
|
2018
Q3 | $1.51M | Buy |
14,974
+10,950
| +272% | +$1.1M | 0.05% | 378 |
|
|
2018
Q2 | $424K | Hold |
4,024
| – | – | 0.02% | 743 |
|
|
2018
Q1 | $351K | Hold |
4,024
| – | – | 0.01% | 806 |
|
|
2017
Q4 | $362K | Buy |
4,024
+400
| +11% | +$36K | 0.02% | 799 |
|
|
2017
Q3 | $291K | Buy |
3,624
+527
| +17% | +$42.3K | 0.01% | 813 |
|
|
2017
Q2 | $218K | Buy |
3,097
+1,497
| +94% | +$105K | 0.01% | 879 |
|
|
2017
Q1 | $125K | Hold |
1,600
| – | – | 0.01% | 911 |
|
|
2016
Q4 | $110K | Hold |
1,600
| – | – | 0.01% | 937 |
|
|
2016
Q3 | $82K | Sell |
1,600
-5,363
| -77% | -$275K | 0.01% | 991 |
|
|
2016
Q2 | $740K | Sell |
6,963
-289
| -4% | -$30.7K | 0.02% | 511 |
|
|
2016
Q1 | $375K | Sell |
7,252
-148
| -2% | -$7.65K | 0.01% | 1003 |
|
|
2015
Q4 | $400K | Buy |
7,400
+5,100
| +222% | +$276K | 0.01% | 997 |
|
|
2015
Q3 | $116K | Buy |
+2,300
| New | +$116K | ﹤0.01% | 1007 |
|