Sit Investment Associates’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Hold |
4,865
| – | – | 0.03% | 348 |
|
|
2025
Q1 | $972K | Buy |
4,865
+415
| +9% | +$82.9K | 0.02% | 372 |
|
|
2024
Q4 | $1.23M | Hold |
4,450
| – | – | 0.03% | 361 |
|
|
2024
Q3 | $1.13M | Hold |
4,450
| – | – | 0.03% | 373 |
|
|
2024
Q2 | $928K | Hold |
4,450
| – | – | 0.02% | 366 |
|
|
2024
Q1 | $857K | Hold |
4,450
| – | – | 0.02% | 367 |
|
|
2023
Q4 | $761K | Hold |
4,450
| – | – | 0.02% | 380 |
|
|
2023
Q3 | $614K | Hold |
4,450
| – | – | 0.02% | 381 |
|
|
2023
Q2 | $550K | Hold |
4,450
| – | – | 0.01% | 410 |
|
|
2023
Q1 | $513K | Hold |
4,450
| – | – | 0.01% | 410 |
|
|
2022
Q4 | $485K | Sell |
4,450
-1,225
| -22% | -$134K | 0.01% | 407 |
|
|
2022
Q3 | $467K | Hold |
5,675
| – | – | 0.01% | 394 |
|
|
2022
Q2 | $531K | Hold |
5,675
| – | – | 0.02% | 380 |
|
|
2022
Q1 | $632K | Sell |
5,675
-800
| -12% | -$89.1K | 0.02% | 388 |
|
|
2021
Q4 | $880K | Buy |
6,475
+1,275
| +25% | +$173K | 0.02% | 378 |
|
|
2021
Q3 | $695K | Hold |
5,200
| – | – | 0.02% | 381 |
|
|
2021
Q2 | $732K | Hold |
5,200
| – | – | 0.02% | 383 |
|
|
2021
Q1 | $685K | Hold |
5,200
| – | – | 0.02% | 379 |
|
|
2020
Q4 | $570K | Hold |
5,200
| – | – | 0.02% | 387 |
|
|
2020
Q3 | $340K | Buy |
5,200
+2,400
| +86% | +$157K | 0.01% | 407 |
|
|
2020
Q2 | $165K | Hold |
2,800
| – | – | 0.01% | 451 |
|
|
2020
Q1 | $129K | Hold |
2,800
| – | – | ﹤0.01% | 463 |
|
|
2019
Q4 | $209K | Buy |
2,800
+400
| +17% | +$29.9K | 0.01% | 439 |
|
|
2019
Q3 | $192K | Hold |
2,400
| – | – | 0.01% | 446 |
|
|
2019
Q2 | $213K | Hold |
2,400
| – | – | 0.01% | 449 |
|
|
2019
Q1 | $218K | Hold |
2,400
| – | – | 0.01% | 453 |
|
|
2018
Q4 | $172K | Buy |
2,400
+300
| +14% | +$21.5K | 0.01% | 467 |
|
|
2018
Q3 | $211K | Sell |
2,100
-5,625
| -73% | -$565K | 0.01% | 451 |
|
|
2018
Q2 | $815K | Hold |
7,725
| – | – | 0.02% | 374 |
|
|
2018
Q1 | $674K | Hold |
7,725
| – | – | 0.02% | 386 |
|
|
2017
Q4 | $695K | Buy |
7,725
+475
| +7% | +$42.7K | 0.02% | 397 |
|
|
2017
Q3 | $582K | Hold |
7,250
| – | – | 0.01% | 402 |
|
|
2017
Q2 | $511K | Hold |
7,250
| – | – | 0.01% | 419 |
|
|
2017
Q1 | $565K | Buy |
7,250
+5,750
| +383% | +$448K | 0.01% | 402 |
|
|
2016
Q4 | $103K | Buy |
1,500
+500
| +50% | +$34.3K | ﹤0.01% | 456 |
|
|
2016
Q3 | $52K | Hold |
1,000
| – | – | ﹤0.01% | 440 |
|
|
2016
Q2 | $44K | Sell |
1,000
-300
| -23% | -$13.2K | ﹤0.01% | 452 |
|
|
2016
Q1 | $67K | Hold |
1,300
| – | – | ﹤0.01% | 451 |
|
|
2015
Q4 | $70K | Hold |
1,300
| – | – | ﹤0.01% | 445 |
|
|
2015
Q3 | $65K | Buy |
1,300
+200
| +18% | +$10K | ﹤0.01% | 465 |
|
|
2015
Q2 | $59K | Buy |
+1,100
| New | +$59K | ﹤0.01% | 449 |
|