Yorktown Management & Research Company’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $474K | Hold |
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|
2024
Q4 | $658K | Hold |
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|
2024
Q3 | $602K | Hold |
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|
2024
Q2 | $495K | Hold |
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|
2024
Q1 | $457K | Hold |
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|
2023
Q4 | $406K | Hold |
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|
2023
Q3 | $327K | Hold |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $274K | Hold |
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|
2022
Q4 | $259K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $352K | Hold |
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|
2018
Q2 | $369K | Hold |
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|
2018
Q1 | $305K | Hold |
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|
2017
Q4 | $315K | Hold |
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|
2017
Q3 | $281K | Hold |
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|
2017
Q2 | $247K | Hold |
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|
2017
Q1 | $273K | Hold |
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|
2016
Q4 | $240K | Sell |
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|
2016
Q3 | $258K | Hold |
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|
2016
Q2 | $221K | Hold |
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|
2016
Q1 | $259K | Hold |
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|
2015
Q4 | $270K | Hold |
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|
2015
Q3 | $251K | Buy |
|