Yorktown Management & Research Company’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 |
-2,375
| Closed | -$474K | – | 217 |
|
|
2025
Q1 | $474K | Hold |
2,375
| – | – | 0.52% | 66 |
|
|
2024
Q4 | $658K | Hold |
2,375
| – | – | 0.63% | 41 |
|
|
2024
Q3 | $602K | Hold |
2,375
| – | – | 0.62% | 50 |
|
|
2024
Q2 | $495K | Hold |
2,375
| – | – | 0.53% | 67 |
|
|
2024
Q1 | $457K | Hold |
2,375
| – | – | 0.44% | 78 |
|
|
2023
Q4 | $406K | Hold |
2,375
| – | – | 0.42% | 94 |
|
|
2023
Q3 | $327K | Hold |
2,375
| – | – | 0.37% | 121 |
|
|
2023
Q2 | $294K | Hold |
2,375
| – | – | 0.32% | 157 |
|
|
2023
Q1 | $274K | Hold |
2,375
| – | – | 0.3% | 151 |
|
|
2022
Q4 | $259K | Buy |
+2,375
| New | +$259K | 0.32% | 161 |
|
|
2018
Q4 | – | Sell |
-3,500
| Closed | -$352K | – | 328 |
|
|
2018
Q3 | $352K | Hold |
3,500
| – | – | 0.1% | 214 |
|
|
2018
Q2 | $369K | Hold |
3,500
| – | – | 0.11% | 198 |
|
|
2018
Q1 | $305K | Hold |
3,500
| – | – | 0.09% | 262 |
|
|
2017
Q4 | $315K | Hold |
3,500
| – | – | 0.09% | 257 |
|
|
2017
Q3 | $281K | Hold |
3,500
| – | – | 0.07% | 283 |
|
|
2017
Q2 | $247K | Hold |
3,500
| – | – | 0.08% | 240 |
|
|
2017
Q1 | $273K | Hold |
3,500
| – | – | 0.07% | 207 |
|
|
2016
Q4 | $240K | Sell |
3,500
-1,500
| -30% | -$103K | 0.06% | 277 |
|
|
2016
Q3 | $258K | Hold |
5,000
| – | – | 0.06% | 200 |
|
|
2016
Q2 | $221K | Hold |
5,000
| – | – | 0.05% | 256 |
|
|
2016
Q1 | $259K | Hold |
5,000
| – | – | 0.05% | 268 |
|
|
2015
Q4 | $270K | Hold |
5,000
| – | – | 0.05% | 285 |
|
|
2015
Q3 | $251K | Buy |
+5,000
| New | +$251K | 0.04% | 332 |
|