Ensign Peak Advisors, Inc Evercore Inc. Transaction History

Ensign Peak Advisors, Inc

$51.2 Billion
Q1 2025

A detailed history of Ensign Peak Advisors, Inc transactions in Evercore Inc. stock. As of the latest transaction made, Ensign Peak Advisors, Inc holds 29,094 shares of EVR stock, worth $9.57 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

29,094

Previous 24,414 19.17%

Holding current value

$9.57 Million

Previous $6.77 Million 14.14%

% of portfolio

0.01%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$190.28 - $291.27 $890,510 - $1.36 Million	4,680 Added 19.17%	29,094 $5.81 Million
Q4 2024 Feb 13, 2025	SELL	$247.66 - $315.67 $1.14 Million - $1.46 Million	-4,613 Reduced 15.89%	24,414 $6.77 Million
Q3 2024 Nov 14, 2024	SELL	$211.0 - $258.67 $138,205 - $169,428	-655 Reduced 2.21%	29,027 $7.36 Million
Q2 2024 Aug 13, 2024	BUY	$181.5 - $208.43 $1.64 Million - $1.89 Million	9,060 Added 43.93%	29,682 $6.19 Million
Q1 2024 May 14, 2024	SELL	$163.68 - $196.33 $2.06 Million - $2.47 Million	-12,562 Reduced 37.86%	20,622 $3.97 Million
Q4 2023 Feb 14, 2024	SELL	$126.39 - $173.41 $1.09 Million - $1.49 Million	-8,619 Reduced 20.62%	33,184 $5.68 Million
Q3 2023 Nov 13, 2023	SELL	$118.06 - $145.97 $2.04 Million - $2.52 Million	-17,271 Reduced 29.24%	41,803 $5.76 Million
Q2 2023 Aug 14, 2023	SELL	$105.74 - $124.93 $151,208 - $178,649	-1,430 Reduced 2.36%	59,074 $7.3 Million
Q1 2023 May 15, 2023	SELL	$110.54 - $136.17 $3.53 Million - $4.35 Million	-31,909 Reduced 34.53%	60,504 $6.98 Million
Q4 2022 Feb 13, 2023	SELL	$84.72 - $116.35 $3.47 Million - $4.76 Million	-40,926 Reduced 30.69%	92,413 $10.1 Million
Q3 2022 Nov 14, 2022	BUY	$80.28 - $105.25 $1.92 Million - $2.52 Million	23,910 Added 21.85%	133,339 $11 Million
Q2 2022 Aug 12, 2022	BUY	$93.36 - $115.14 $2.43 Million - $3 Million	26,015 Added 31.19%	109,429 $10.2 Million
Q1 2022 May 16, 2022	BUY	$108.18 - $139.71 $2.24 Million - $2.89 Million	20,695 Added 33.0%	83,414 $9.29 Million
Q4 2021 Feb 11, 2022	BUY	$128.95 - $163.18 $2.17 Million - $2.75 Million	16,825 Added 36.66%	62,719 $8.52 Million
Q3 2021 Nov 12, 2021	SELL	$125.41 - $143.61 $441,443 - $505,507	-3,520 Reduced 7.12%	45,894 $6.13 Million
Q2 2021 Aug 13, 2021	BUY	$128.03 - $149.4 $640,790 - $747,747	5,005 Added 11.27%	49,414 $6.96 Million
Q1 2021 May 12, 2021	BUY	$106.57 - $142.41 $808,333 - $1.08 Million	7,585 Added 20.6%	44,409 $5.85 Million
Q4 2020 Feb 12, 2021	SELL	$66.15 - $111.57 $774,285 - $1.31 Million	-11,705 Reduced 24.12%	36,824 $4.04 Million
Q3 2020 Nov 12, 2020	SELL	$53.7 - $66.35 $6.99 Million - $8.63 Million	-130,075 Reduced 72.83%	48,529 $3.18 Million
Q2 2020 Aug 12, 2020	SELL	$45.62 - $67.36 $5.83 Million - $8.61 Million	-127,870 Reduced 41.72%	178,604 $10.5 Million
Q1 2020 May 11, 2020	BUY	$35.75 - $82.26 $4.95 Million - $11.4 Million	138,550 Added 82.51%	306,474 $14.1 Million
Q4 2019 Feb 14, 2020	BUY	$73.33 - $80.11 $12.3 Million - $13.5 Million	167,924 New	167,924 $12.6 Million

Others Institutions Holding EVR

# of Institutions

622

Shares Held

35.4M

Call Options Held

337K

Put Options Held

116K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $12.9B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ensign Peak Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ensign Peak Advisors, Inc with notifications on news.

Account

Ensign Peak Advisors, Inc Evercore Inc. Transaction History