Bowling Portfolio Management LLC Evercore Inc. Transaction History

Bowling Portfolio Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 17, 2020	SELL	$73.33 - $80.11 $323,531 - $353,445	-4,412 Closed	0 $0
Q3 2019 Oct 15, 2019	SELL	$75.92 - $90.91 $6,301 - $7,545	-83 Reduced 1.85%	4,412 $353,000
Q2 2019 Jul 25, 2019	SELL	$77.23 - $98.02 $81,400 - $103,313	-1,054 Reduced 18.99%	4,495 $398,000
Q1 2019 Apr 18, 2019	BUY	$73.67 - $93.68 $408,794 - $519,830	5,549 New	5,549 $505,000
Q1 2018 Apr 25, 2018	SELL	$83.35 - $101.8 $2.11 Million - $2.57 Million	-25,278 Closed	0 $0

Q4 2017 Jan 22, 2018	BUY	$75.9 - $92.2 $1.17 Million - $1.42 Million	15,379 Added 155.36%	25,278 $2.28 Million
Q3 2017 Oct 16, 2017	BUY	$70.35 - $80.8 $696,394 - $799,839	9,899	9,899 $794,000

503

32.9M

50K

50.1K

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $9.76B
Description
Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisi...

Get notified when there are updates to the investment portfolio of Bowling Portfolio Management LLC, based on Form 13F filings with the SEC.

Stay updated on Bowling Portfolio Management LLC with notifications on news.