Virtus Fund Advisers’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-476
| Closed | -$54.9K | – | 106 |
|
|
2023
Q1 | $54.9K | Hold |
476
| – | – | 0.39% | 46 |
|
|
2022
Q4 | $51.9K | Buy |
+476
| New | +$51.9K | 0.37% | 49 |
|
|
2017
Q4 | $75.3M | Sell |
836,444
-32,818
| -4% | -$2.95M | 0.74% | 38 |
|
|
2017
Q3 | $69.8M | Sell |
869,262
-8,500
| -1% | -$682K | 0.71% | 34 |
|
|
2017
Q2 | $62.8M | Sell |
877,762
-14,639
| -2% | -$1.05M | 0.62% | 43 |
|
|
2017
Q1 | $69.5M | Sell |
892,401
-15,256
| -2% | -$1.19M | 0.66% | 39 |
|
|
2016
Q4 | $62.4M | Sell |
907,657
-14,443
| -2% | -$992K | 0.53% | 65 |
|
|
2016
Q3 | $47.5M | Sell |
922,100
-22,800
| -2% | -$1.17M | 0.42% | 95 |
|
|
2016
Q2 | $41.2M | Sell |
944,900
-41,831
| -4% | -$1.82M | 0.37% | 104 |
|
|
2016
Q1 | $51.1M | Buy |
986,731
+74,092
| +8% | +$3.83M | 0.45% | 87 |
|
|
2015
Q4 | $49.3M | Sell |
912,639
-26,305
| -3% | -$1.42M | 0.43% | 85 |
|
|
2015
Q3 | $47.2M | Sell |
938,944
-35,096
| -4% | -$1.76M | 0.41% | 93 |
|
|
2015
Q2 | $52.6M | Buy |
974,040
+35,852
| +4% | +$1.93M | 0.39% | 97 |
|
|
2015
Q1 | $48.5M | Sell |
938,188
-24,603
| -3% | -$1.27M | 0.36% | 106 |
|
|
2014
Q4 | $50.4M | Sell |
962,791
-18,036
| -2% | -$945K | 0.37% | 105 |
|
|
2014
Q3 | $46.1M | Sell |
980,827
-6,180
| -0.6% | -$290K | 0.35% | 112 |
|
|
2014
Q2 | $56.9M | Buy |
+987,007
| New | +$56.9M | 0.4% | 101 |
|