Stevens Capital 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 |
-956
| Closed | -$265K | – | 298 |
|
|
2024
Q4 | $265K | Buy |
+956
| New | +$265K | 0.11% | 246 |
|
|
2019
Q4 | – | Sell |
-11,350
| Closed | -$909K | – | 660 |
|
|
2019
Q3 | $909K | Buy |
11,350
+7,284
| +179% | +$583K | 0.08% | 247 |
|
|
2019
Q2 | $360K | Buy |
+4,066
| New | +$360K | 0.02% | 502 |
|
|
2019
Q1 | – | Sell |
-10,966
| Closed | -$785K | – | 741 |
|
|
2018
Q4 | $785K | Sell |
10,966
-10,897
| -50% | -$780K | 0.04% | 424 |
|
|
2018
Q3 | $2.2M | Buy |
21,863
+17,383
| +388% | +$1.75M | 0.08% | 285 |
|
|
2018
Q2 | $472K | Sell |
4,480
-31,147
| -87% | -$3.28M | 0.02% | 555 |
|
|
2018
Q1 | $3.11M | Buy |
35,627
+26,695
| +299% | +$2.33M | 0.12% | 216 |
|
|
2017
Q4 | $804K | Sell |
8,932
-14,635
| -62% | -$1.32M | 0.03% | 472 |
|
|
2017
Q3 | $1.89M | Buy |
23,567
+2,799
| +13% | +$225K | 0.07% | 323 |
|
|
2017
Q2 | $1.46M | Sell |
20,768
-10,065
| -33% | -$710K | 0.05% | 360 |
|
|
2017
Q1 | $2.4M | Buy |
30,833
+8,398
| +37% | +$654K | 0.09% | 282 |
|
|
2016
Q4 | $1.54M | Buy |
22,435
+2,276
| +11% | +$156K | 0.06% | 356 |
|
|
2016
Q3 | $1.04M | Buy |
+20,159
| New | +$1.04M | 0.04% | 402 |
|
|
2016
Q2 | – | Sell |
-34,793
| Closed | -$1.8M | – | 961 |
|
|
2016
Q1 | $1.8M | Buy |
34,793
+2,453
| +8% | +$127K | 0.07% | 306 |
|
|
2015
Q4 | $1.75M | Buy |
32,340
+12,901
| +66% | +$698K | 0.07% | 316 |
|
|
2015
Q3 | $977K | Buy |
+19,439
| New | +$977K | 0.04% | 362 |
|
|
2015
Q2 | – | Sell |
-37,943
| Closed | -$1.96M | – | 1085 |
|
|
2015
Q1 | $1.96M | Buy |
+37,943
| New | +$1.96M | 0.07% | 284 |
|
|
2014
Q4 | – | Sell |
-13,950
| Closed | -$656K | – | 1073 |
|
|
2014
Q3 | $656K | Buy |
+13,950
| New | +$656K | 0.02% | 526 |
|
|
2014
Q2 | – | Sell |
-62,975
| Closed | -$3.48M | – | 1121 |
|
|
2014
Q1 | $3.48M | Buy |
62,975
+53,450
| +561% | +$2.95M | 0.09% | 243 |
|
|
2013
Q4 | $569K | Sell |
9,525
-26,550
| -74% | -$1.59M | 0.02% | 611 |
|
|
2013
Q3 | $1.78M | Buy |
+36,075
| New | +$1.78M | 0.05% | 365 |
|