Wedge Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19,479
| Closed | -$4.06M | – | 505 |
|
|
2024
Q2 | $4.06M | Sell |
19,479
-17,403
| -47% | -$3.63M | 0.07% | 226 |
|
|
2024
Q1 | $7.1M | Sell |
36,882
-8,180
| -18% | -$1.58M | 0.12% | 191 |
|
|
2023
Q4 | $7.71M | Sell |
45,062
-4,148
| -8% | -$710K | 0.14% | 177 |
|
|
2023
Q3 | $6.79M | Sell |
49,210
-43,862
| -47% | -$6.05M | 0.13% | 181 |
|
|
2023
Q2 | $11.5M | Sell |
93,072
-31,667
| -25% | -$3.91M | 0.18% | 176 |
|
|
2023
Q1 | $14.4M | Sell |
124,739
-39,789
| -24% | -$4.59M | 0.24% | 142 |
|
|
2022
Q4 | $17.9M | Sell |
164,528
-18,023
| -10% | -$1.97M | 0.29% | 132 |
|
|
2022
Q3 | $15M | Sell |
182,551
-6,611
| -3% | -$544K | 0.25% | 145 |
|
|
2022
Q2 | $17.7M | Buy |
189,162
+1,317
| +0.7% | +$123K | 0.28% | 144 |
|
|
2022
Q1 | $20.9M | Buy |
187,845
+15,179
| +9% | +$1.69M | 0.28% | 146 |
|
|
2021
Q4 | $23.5M | Sell |
172,666
-18,681
| -10% | -$2.54M | 0.29% | 135 |
|
|
2021
Q3 | $25.6M | Sell |
191,347
-28,433
| -13% | -$3.8M | 0.33% | 138 |
|
|
2021
Q2 | $30.9M | Sell |
219,780
-77,920
| -26% | -$11M | 0.38% | 104 |
|
|
2021
Q1 | $39.2M | Sell |
297,700
-117,709
| -28% | -$15.5M | 0.47% | 64 |
|
|
2020
Q4 | $45.5M | Sell |
415,409
-162,297
| -28% | -$17.8M | 0.53% | 52 |
|
|
2020
Q3 | $37.8M | Buy |
577,706
+574,255
| +16,640% | +$37.6M | 0.51% | 56 |
|
|
2020
Q2 | $203K | Buy |
+3,451
| New | +$203K | ﹤0.01% | 473 |
|
|
2020
Q1 | – | Sell |
-3,158
| Closed | -$236K | – | 545 |
|
|
2019
Q4 | $236K | Buy |
3,158
+270
| +9% | +$20.2K | ﹤0.01% | 514 |
|
|
2019
Q3 | $231K | Sell |
2,888
-2,046
| -41% | -$164K | ﹤0.01% | 522 |
|
|
2019
Q2 | $437K | Buy |
+4,934
| New | +$437K | 0.01% | 478 |
|