TCW Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,679
| Closed | -$1.69M | – | 297 |
|
|
2023
Q2 | $1.69M | Buy |
+13,679
| New | +$1.69M | 0.02% | 248 |
|
|
2022
Q3 | – | Sell |
-11,949
| Closed | -$1.12M | – | 303 |
|
|
2022
Q2 | $1.12M | Sell |
11,949
-15
| -0.1% | -$1.41K | 0.01% | 249 |
|
|
2022
Q1 | $1.33M | Sell |
11,964
-1,844
| -13% | -$205K | 0.01% | 251 |
|
|
2021
Q4 | $1.88M | Sell |
13,808
-1,219
| -8% | -$166K | 0.02% | 252 |
|
|
2021
Q3 | $2.01K | Sell |
15,027
-7,937
| -35% | -$1.06K | 0.01% | 253 |
|
|
2021
Q2 | $3.23M | Sell |
22,964
-756
| -3% | -$106K | 0.03% | 230 |
|
|
2021
Q1 | $3.12M | Buy |
23,720
+1,358
| +6% | +$179K | 0.03% | 229 |
|
|
2020
Q4 | $2.45M | Sell |
22,362
-738
| -3% | -$80.9K | 0.02% | 234 |
|
|
2020
Q3 | $1.51M | Sell |
23,100
-2,901
| -11% | -$190K | 0.02% | 243 |
|
|
2020
Q2 | $1.53M | Sell |
26,001
-12,036
| -32% | -$709K | 0.02% | 219 |
|
|
2020
Q1 | $1.75M | Buy |
38,037
+5,399
| +17% | +$249K | 0.02% | 210 |
|
|
2019
Q4 | $2.44M | Sell |
32,638
-286
| -0.9% | -$21.4K | 0.03% | 198 |
|
|
2019
Q3 | $2.64M | Buy |
32,924
+1,463
| +5% | +$117K | 0.03% | 187 |
|
|
2019
Q2 | $2.79M | Sell |
31,461
-1,098
| -3% | -$97.3K | 0.03% | 190 |
|
|
2019
Q1 | $2.96M | Sell |
32,559
-1,765
| -5% | -$161K | 0.03% | 189 |
|
|
2018
Q4 | $2.46M | Sell |
34,324
-234
| -0.7% | -$16.7K | 0.03% | 209 |
|
|
2018
Q3 | $3.48M | Buy |
34,558
+124
| +0.4% | +$12.5K | 0.03% | 192 |
|
|
2018
Q2 | $3.63M | Sell |
34,434
-462
| -1% | -$48.7K | 0.03% | 185 |
|
|
2018
Q1 | $3.04M | Sell |
34,896
-8,761
| -20% | -$764K | 0.02% | 193 |
|
|
2017
Q4 | $3.93M | Sell |
43,657
-4,586
| -10% | -$413K | 0.03% | 183 |
|
|
2017
Q3 | $3.87M | Buy |
48,243
+1,766
| +4% | +$142K | 0.03% | 185 |
|
|
2017
Q2 | $3.28M | Sell |
46,477
-745
| -2% | -$52.5K | 0.03% | 201 |
|
|
2017
Q1 | $3.68M | Sell |
47,222
-5,064
| -10% | -$394K | 0.03% | 187 |
|
|
2016
Q4 | $3.59M | Sell |
52,286
-1,374
| -3% | -$94.4K | 0.03% | 252 |
|
|
2016
Q3 | $2.76M | Buy |
53,660
+55
| +0.1% | +$2.83K | 0.02% | 265 |
|
|
2016
Q2 | $2.37M | Buy |
53,605
+2,561
| +5% | +$113K | 0.02% | 293 |
|
|
2016
Q1 | $2.64M | Sell |
51,044
-5,668
| -10% | -$293K | 0.02% | 280 |
|
|
2015
Q4 | $3.07M | Buy |
56,712
+1,867
| +3% | +$101K | 0.02% | 275 |
|
|
2015
Q3 | $2.76M | Buy |
54,845
+9,128
| +20% | +$459K | 0.02% | 283 |
|
|
2015
Q2 | $2.47M | Buy |
45,717
+5,684
| +14% | +$307K | 0.02% | 347 |
|
|
2015
Q1 | $2.07M | Buy |
40,033
+12,872
| +47% | +$665K | 0.01% | 618 |
|
|
2014
Q4 | $1.42M | Buy |
+27,161
| New | +$1.42M | 0.01% | 661 |
|