A detailed history of Ray Dalio (Bridgewater Associates, LP) transactions in Evercore Inc. stock. As of the latest transaction made, Bridgewater Associates, LP holds 24,763 shares of EVR stock, worth $7.41 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
24,763
Previous 17,891 38.41%
Holding current value
$7.41 Million
Previous $3.73 Million 68.33%
% of portfolio
0.04%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$211.0 - $258.67 $1.45 Million - $1.78 Million
6,872 Added 38.41%
24,763 $6.28 Million
Q2 2024

Aug 14, 2024

SELL
$181.5 - $208.43 $10.1 Million - $11.6 Million
-55,618 Reduced 75.66%
17,891 $3.73 Million
Q1 2024

May 14, 2024

SELL
$163.68 - $196.33 $1.13 Million - $1.36 Million
-6,903 Reduced 8.58%
73,509 $14.2 Million
Q4 2023

Feb 14, 2024

BUY
$126.39 - $173.41 $2.66 Million - $3.65 Million
21,058 Added 35.48%
80,412 $13.8 Million
Q3 2023

Nov 13, 2023

BUY
$118.06 - $145.97 $4.89 Million - $6.05 Million
41,438 Added 231.29%
59,354 $8.18 Million
Q2 2023

Aug 11, 2023

BUY
$105.74 - $124.93 $1.89 Million - $2.24 Million
17,916 New
17,916 $2.21 Million
Q2 2022

Aug 11, 2022

BUY
$93.36 - $115.14 $5.87 Million - $7.24 Million
62,877 New
62,877 $5.89 Million

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $11.7B
  • 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...
More about EVR
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