Winton Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.95M | Buy |
29,430
+24,734
| +527% | +$6.68M | 0.41% | 31 |
|
|
2025
Q1 | $938K | Buy |
+4,696
| New | +$938K | 0.06% | 437 |
|
|
2024
Q4 | – | Sell |
-2,377
| Closed | -$602K | – | 663 |
|
|
2024
Q3 | $602K | Buy |
+2,377
| New | +$602K | 0.04% | 414 |
|
|
2024
Q1 | – | Sell |
-3,098
| Closed | -$530K | – | 688 |
|
|
2023
Q4 | $530K | Sell |
3,098
-485
| -14% | -$83K | 0.04% | 257 |
|
|
2023
Q3 | $494K | Sell |
3,583
-1,838
| -34% | -$253K | 0.04% | 253 |
|
|
2023
Q2 | $670K | Sell |
5,421
-5,628
| -51% | -$696K | 0.06% | 231 |
|
|
2023
Q1 | $1.27M | Buy |
11,049
+4,465
| +68% | +$515K | 0.08% | 354 |
|
|
2022
Q4 | $718K | Sell |
6,584
-5,665
| -46% | -$618K | 0.05% | 520 |
|
|
2022
Q3 | $1.01M | Sell |
12,249
-7,757
| -39% | -$638K | 0.07% | 404 |
|
|
2022
Q2 | $1.87M | Sell |
20,006
-43,586
| -69% | -$4.08M | 0.1% | 285 |
|
|
2022
Q1 | $7.08M | Buy |
63,592
+49,979
| +367% | +$5.56M | 0.37% | 42 |
|
|
2021
Q4 | $1.85M | Buy |
13,613
+4,272
| +46% | +$580K | 0.11% | 249 |
|
|
2021
Q3 | $1.25M | Buy |
9,341
+3,534
| +61% | +$473K | 0.07% | 387 |
|
|
2021
Q2 | $817K | Sell |
5,807
-3,542
| -38% | -$498K | 0.04% | 643 |
|
|
2021
Q1 | $1.23M | Sell |
9,349
-1,430
| -13% | -$188K | 0.07% | 345 |
|
|
2020
Q4 | $1.18M | Sell |
10,779
-26,455
| -71% | -$2.9M | 0.09% | 320 |
|
|
2020
Q3 | $2.44M | Sell |
37,234
-770
| -2% | -$50.4K | 0.08% | 433 |
|
|
2020
Q2 | $2.24M | Sell |
38,004
-36,803
| -49% | -$2.17M | 0.06% | 596 |
|
|
2020
Q1 | $3.45M | Sell |
74,807
-22,183
| -23% | -$1.02M | 0.09% | 393 |
|
|
2019
Q4 | $7.25M | Buy |
96,990
+93,022
| +2,344% | +$6.95M | 0.1% | 344 |
|
|
2019
Q3 | $318K | Sell |
3,968
-3,273
| -45% | -$262K | ﹤0.01% | 1257 |
|
|
2019
Q2 | $641K | Buy |
+7,241
| New | +$641K | 0.01% | 572 |
|
|
2019
Q1 | – | Sell |
-4,515
| Closed | -$323K | – | 1104 |
|
|
2018
Q4 | $323K | Sell |
4,515
-804
| -15% | -$57.5K | 0.01% | 634 |
|
|
2018
Q3 | $535K | Buy |
5,319
+1,727
| +48% | +$174K | 0.01% | 601 |
|
|
2018
Q2 | $379K | Sell |
3,592
-2,956
| -45% | -$312K | 0.01% | 736 |
|
|
2018
Q1 | $571K | Buy |
+6,548
| New | +$571K | 0.02% | 713 |
|