Voloridge Investment Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-95,210
| Closed | -$19M | – | 1232 |
|
|
2025
Q1 | $19M | Buy |
+95,210
| New | +$19M | 0.07% | 379 |
|
|
2023
Q2 | – | Sell |
-22,557
| Closed | -$2.6M | – | 1418 |
|
|
2023
Q1 | $2.6M | Buy |
+22,557
| New | +$2.6M | 0.01% | 904 |
|
|
2022
Q4 | – | Sell |
-5,870
| Closed | -$483K | – | 1494 |
|
|
2022
Q3 | $483K | Buy |
+5,870
| New | +$483K | ﹤0.01% | 1270 |
|
|
2022
Q2 | – | Sell |
-190,812
| Closed | -$21.2M | – | 1487 |
|
|
2022
Q1 | $21.2M | Buy |
190,812
+85,383
| +81% | +$9.5M | 0.12% | 240 |
|
|
2021
Q4 | $14.3M | Buy |
105,429
+6,600
| +7% | +$897K | 0.08% | 361 |
|
|
2021
Q3 | $13.2M | Buy |
98,829
+4,614
| +5% | +$617K | 0.09% | 331 |
|
|
2021
Q2 | $13.3M | Buy |
94,215
+55,595
| +144% | +$7.83M | 0.09% | 301 |
|
|
2021
Q1 | $5.09M | Buy |
38,620
+9,070
| +31% | +$1.19M | 0.04% | 527 |
|
|
2020
Q4 | $3.24M | Buy |
+29,550
| New | +$3.24M | 0.03% | 577 |
|
|
2020
Q3 | – | Sell |
-4,474
| Closed | -$264K | – | 1312 |
|
|
2020
Q2 | $264K | Buy |
+4,474
| New | +$264K | ﹤0.01% | 1157 |
|
|
2020
Q1 | – | Sell |
-24,813
| Closed | -$1.86M | – | 1176 |
|
|
2019
Q4 | $1.86M | Buy |
+24,813
| New | +$1.86M | 0.04% | 505 |
|
|
2019
Q1 | – | Sell |
-26,264
| Closed | -$1.88M | – | 965 |
|
|
2018
Q4 | $1.88M | Buy |
+26,264
| New | +$1.88M | 0.09% | 205 |
|
|
2018
Q3 | – | Sell |
-30,163
| Closed | -$3.18M | – | 347 |
|
|
2018
Q2 | $3.18M | Buy |
+30,163
| New | +$3.18M | 0.09% | 221 |
|
|
2017
Q1 | – | Sell |
-6,790
| Closed | -$466K | – | 545 |
|
|
2016
Q4 | $466K | Buy |
+6,790
| New | +$466K | 0.01% | 554 |
|