Ziegler 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
Q1 | $10.7M | Buy |
84,178
+49,405
| +142% | +$6.28M | 0.41% | 75 |
|
|
2023
Q4 | $5.95M | Sell |
34,773
-53,536
| -61% | -$9.16M | 0.27% | 88 |
|
|
2023
Q3 | $12.2M | Sell |
88,309
-11,207
| -11% | -$1.55M | 0.49% | 53 |
|
|
2023
Q2 | $12.3M | Buy |
99,516
+6,900
| +7% | +$853K | 0.47% | 53 |
|
|
2023
Q1 | $10.7M | Buy |
92,616
+9,822
| +12% | +$1.13M | 0.42% | 73 |
|
|
2022
Q4 | $9.08M | Sell |
82,794
-1,635
| -2% | -$179K | 0.38% | 93 |
|
|
2022
Q3 | $6.97M | Sell |
84,429
-2,321
| -3% | -$192K | 0.31% | 122 |
|
|
2022
Q2 | $8.12M | Sell |
86,750
-21,281
| -20% | -$1.99M | 0.33% | 104 |
|
|
2022
Q1 | $12M | Sell |
108,031
-28,617
| -21% | -$3.18M | 0.51% | 68 |
|
|
2021
Q4 | $18.5M | Sell |
136,648
-2,950
| -2% | -$400K | 0.67% | 25 |
|
|
2021
Q3 | $18.7M | Buy |
139,598
+65,270
| +88% | +$8.76M | 0.68% | 26 |
|
|
2021
Q2 | $23.9M | Sell |
74,328
-102,485
| -58% | -$32.9M | 0.8% | 17 |
|
|
2021
Q1 | $23.3M | Sell |
176,813
-9,668
| -5% | -$1.27M | 0.73% | 21 |
|
|
2020
Q4 | $20.4M | Buy |
186,481
+29,467
| +19% | +$3.23M | 0.68% | 27 |
|
|
2020
Q3 | $10.3M | Buy |
157,014
+41,454
| +36% | +$2.71M | 0.4% | 72 |
|
|
2020
Q2 | $6.81M | Buy |
115,560
+20,958
| +22% | +$1.23M | 0.22% | 152 |
|
|
2020
Q1 | $4.36M | Buy |
+94,602
| New | +$4.36M | 0.12% | 213 |
|