SI
Scout Investments’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $38.7M | Sell |
145,751
-116,396
| -44% | -$30.9M | 1.02% | 22 |
|
|
2024
Q2 | $54.6M | Sell |
262,147
-12,498
| -5% | -$2.6M | 1.47% | 10 |
|
|
2024
Q1 | $52M | Sell |
274,645
-36,977
| -12% | -$7M | 1.28% | 13 |
|
|
2023
Q4 | $53.3M | Sell |
311,622
-29,446
| -9% | -$5.04M | 1.33% | 9 |
|
|
2023
Q3 | $45.8M | Buy |
341,068
+110,442
| +48% | +$14.8M | 1.05% | 16 |
|
|
2023
Q2 | $31.5M | Sell |
230,626
-4,218
| -2% | -$576K | 0.64% | 47 |
|
|
2023
Q1 | $27.1M | Buy |
+234,844
| New | +$27.1M | 0.55% | 75 |
|
|
2022
Q2 | – | Sell |
-115,583
| Closed | -$12.9M | – | 228 |
|
|
2022
Q1 | $12.9M | Sell |
115,583
-133,103
| -54% | -$14.8M | 0.21% | 124 |
|
|
2021
Q4 | $33.8M | Sell |
248,686
-186,140
| -43% | -$25.3M | 0.49% | 68 |
|
|
2021
Q3 | $58.1M | Sell |
434,826
-14,070
| -3% | -$1.88M | 0.87% | 21 |
|
|
2021
Q2 | $63.2M | Sell |
448,896
-454,928
| -50% | -$64M | 0.94% | 20 |
|
|
2021
Q1 | $119M | Buy |
903,824
+250,164
| +38% | +$33M | 1.79% | 2 |
|
|
2020
Q4 | $71.7M | Sell |
653,660
-81,169
| -11% | -$8.9M | 1.32% | 5 |
|
|
2020
Q3 | $48.1M | Buy |
734,829
+111,001
| +18% | +$7.27M | 1.07% | 10 |
|
|
2020
Q2 | $36.8M | Buy |
623,828
+55,450
| +10% | +$3.27M | 0.88% | 17 |
|
|
2020
Q1 | $26.2M | Buy |
568,378
+124,534
| +28% | +$5.74M | 0.78% | 32 |
|
|
2019
Q4 | $33.2M | Buy |
443,844
+75,012
| +20% | +$5.61M | 0.64% | 49 |
|
|
2019
Q3 | $29.5M | Sell |
368,832
-125,646
| -25% | -$10.1M | 0.59% | 55 |
|
|
2019
Q2 | $43.8M | Buy |
494,478
+191,230
| +63% | +$16.9M | 0.85% | 26 |
|
|
2019
Q1 | $27.6M | Buy |
303,248
+241,085
| +388% | +$21.9M | 0.57% | 56 |
|
|
2018
Q4 | $4.45M | Sell |
62,163
-167,066
| -73% | -$12M | 0.11% | 173 |
|
|
2018
Q3 | $23M | Buy |
229,229
+1,276
| +0.6% | +$128K | 0.48% | 79 |
|
|
2018
Q2 | $24M | Buy |
227,953
+33,931
| +17% | +$3.58M | 0.55% | 56 |
|
|
2018
Q1 | $16.9M | Buy |
+194,022
| New | +$16.9M | 0.41% | 95 |
|
|
2016
Q2 | – | Sell |
-161,464
| Closed | -$8.36M | – | 312 |
|
|
2016
Q1 | $8.36M | Buy |
+161,464
| New | +$8.36M | 0.23% | 128 |
|