Dimensional Fund Advisors LP Evercore Inc. Transaction History

Dimensional Fund Advisors LP

$405 Billion
Q4 2024

A detailed history of Dimensional Fund Advisors LP transactions in Evercore Inc. stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 475,998 shares of EVR stock, worth $106 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

475,998

Previous 591,874 19.58%

Holding current value

$106 Million

Previous $150 Million 12.06%

% of portfolio

0.03%

Previous 0.04%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$247.66 - $315.67 $28.7 Million - $36.6 Million	-115,876 Reduced 19.58%	475,998 $132 Million
Q3 2024 Nov 07, 2024	SELL	$211.0 - $258.67 $43.5 Million - $53.3 Million	-206,077 Reduced 25.83%	591,874 $150 Million
Q2 2024 Aug 09, 2024	SELL	$181.5 - $208.43 $6.29 Million - $7.23 Million	-34,681 Reduced 4.17%	797,951 $166 Million
Q1 2024 May 10, 2024	SELL	$163.68 - $196.33 $4.29 Million - $5.14 Million	-26,205 Reduced 3.05%	832,632 $160 Million
Q4 2023 Feb 07, 2024	SELL	$126.39 - $173.41 $5 Million - $6.86 Million	-39,545 Reduced 4.4%	858,837 $147 Million
Q3 2023 Nov 09, 2023	BUY	$118.06 - $145.97 $1.73 Million - $2.14 Million	14,664 Added 1.66%	898,382 $124 Million
Q2 2023 Aug 09, 2023	SELL	$105.74 - $124.93 $380,981 - $450,122	-3,603 Reduced 0.41%	883,718 $109 Million
Q1 2023 May 12, 2023	BUY	$110.54 - $136.17 $1.97 Million - $2.43 Million	17,843 Added 2.05%	887,321 $102 Million
Q4 2022 Feb 09, 2023	BUY	$84.72 - $116.35 $307,364 - $422,117	3,628 Added 0.42%	869,478 $94.8 Million
Q3 2022 Nov 10, 2022	BUY	$80.28 - $105.25 $61,253 - $80,305	763 Added 0.09%	865,850 $71.2 Million
Q2 2022 Aug 12, 2022	SELL	$93.36 - $115.14 $416,198 - $513,294	-4,458 Reduced 0.51%	865,087 $81 Million
Q1 2022 May 13, 2022	BUY	$108.18 - $139.71 $115,644 - $149,349	1,069 Added 0.12%	869,545 $96.8 Million
Q4 2021 Feb 09, 2022	SELL	$128.95 - $163.18 $3.84 Million - $4.86 Million	-29,809 Reduced 3.32%	868,476 $118 Million
Q3 2021 Nov 12, 2021	BUY	$125.41 - $143.61 $1.12 Million - $1.29 Million	8,951 Added 1.01%	898,285 $120 Million
Q2 2021 Aug 12, 2021	SELL	$128.03 - $149.4 $7.23 Million - $8.44 Million	-56,484 Reduced 5.97%	889,334 $125 Million
Q1 2021 May 14, 2021	SELL	$106.57 - $142.41 $1.33 Million - $1.77 Million	-12,436 Reduced 1.3%	945,818 $125 Million
Q4 2020 Feb 25, 2021	BUY	$66.15 - $111.57 $63.4 Million - $107 Million	958,254 New	958,254 $105 Million

Others Institutions Holding EVR

# of Institutions

621

Shares Held

32.3M

Call Options Held

86.6K

Put Options Held

41.3K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $8.71B
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...

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Dimensional Fund Advisors LP Evercore Inc. Transaction History