Vident Investment Advisory’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 |
-13,713
| Closed | -$1.69M | – | 352 |
|
|
2023
Q2 | $1.69M | Sell |
13,713
-409
| -3% | -$50.5K | 0.06% | 350 |
|
|
2023
Q1 | $1.63M | Sell |
14,122
-6,161
| -30% | -$711K | 0.05% | 397 |
|
|
2022
Q4 | $2.21M | Sell |
20,283
-538
| -3% | -$58.7K | 0.08% | 273 |
|
|
2022
Q3 | $1.59M | Sell |
20,821
-249
| -1% | -$19K | 0.05% | 438 |
|
|
2022
Q2 | $1.97M | Buy |
21,070
+1,963
| +10% | +$183K | 0.06% | 405 |
|
|
2022
Q1 | $2.13M | Buy |
19,107
+2,985
| +19% | +$332K | 0.06% | 432 |
|
|
2021
Q4 | $2.19M | Buy |
16,122
+788
| +5% | +$107K | 0.06% | 417 |
|
|
2021
Q3 | $2.05M | Sell |
15,334
-1,824
| -11% | -$244K | 0.06% | 397 |
|
|
2021
Q2 | $2.42M | Sell |
17,158
-165
| -1% | -$23.2K | 0.07% | 326 |
|
|
2021
Q1 | $2.28M | Buy |
+17,323
| New | +$2.28M | 0.08% | 318 |
|
|
2019
Q1 | – | Sell |
-27,035
| Closed | -$1.94M | – | 749 |
|
|
2018
Q4 | $1.94M | Sell |
27,035
-21,833
| -45% | -$1.56M | 0.11% | 261 |
|
|
2018
Q3 | $4.91M | Sell |
48,868
-317
| -0.6% | -$31.9K | 0.19% | 77 |
|
|
2018
Q2 | $5.19M | Buy |
49,185
+9,201
| +23% | +$970K | 0.21% | 73 |
|
|
2018
Q1 | $3.77M | Buy |
39,984
+1,326
| +3% | +$125K | 0.15% | 129 |
|
|
2017
Q4 | $3.48M | Buy |
38,658
+3,223
| +9% | +$290K | 0.16% | 137 |
|
|
2017
Q3 | $2.84M | Buy |
35,435
+2,811
| +9% | +$226K | 0.15% | 169 |
|
|
2017
Q2 | $2.3M | Buy |
32,624
+754
| +2% | +$53.2K | 0.19% | 207 |
|
|
2017
Q1 | $2.48M | Buy |
+31,870
| New | +$2.48M | 0.25% | 158 |
|