A detailed history of Epoch Investment Partners, Inc. transactions in Evercore Inc. stock. As of the latest transaction made, Epoch Investment Partners, Inc. holds 270,965 shares of EVR stock, worth $74.7 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
270,965
Previous 261,849 3.48%
Holding current value
$74.7 Million
Previous $54.6 Million 25.85%
% of portfolio
0.32%
Previous 0.26%

Shares

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

Nov 13, 2024

BUY
$211.0 - $258.67 $1.92 Million - $2.36 Million
9,116 Added 3.48%
270,965 $68.7 Million
Q2 2024

Aug 13, 2024

BUY
$181.5 - $208.43 $1.53 Million - $1.76 Million
8,421 Added 3.32%
261,849 $54.6 Million
Q1 2024

May 14, 2024

SELL
$163.68 - $196.33 $16.5 Million - $19.8 Million
-101,037 Reduced 28.5%
253,428 $48.8 Million
Q4 2023

Feb 13, 2024

BUY
$126.39 - $173.41 $9.39 Million - $12.9 Million
74,317 Added 26.53%
354,465 $60.6 Million
Q3 2023

Nov 13, 2023

BUY
$118.06 - $145.97 $10.3 Million - $12.7 Million
86,909 Added 44.97%
280,148 $38.6 Million
Q2 2023

Aug 11, 2023

BUY
$105.74 - $124.93 $9.35 Million - $11 Million
88,378 Added 84.28%
193,239 $23.9 Million
Q1 2023

May 12, 2023

BUY
$110.54 - $136.17 $294,920 - $363,301
2,668 Added 2.61%
104,861 $12.1 Million
Q4 2022

Feb 13, 2023

SELL
$84.72 - $116.35 $403,860 - $554,640
-4,767 Reduced 4.46%
102,193 $11.1 Million
Q3 2022

Nov 14, 2022

SELL
$80.28 - $105.25 $156,626 - $205,342
-1,951 Reduced 1.79%
106,960 $8.8 Million
Q2 2022

Aug 15, 2022

BUY
$93.36 - $115.14 $6.39 Million - $7.88 Million
68,406 Added 168.88%
108,911 $10.2 Million
Q1 2022

May 13, 2022

BUY
$108.18 - $139.71 $4.38 Million - $5.66 Million
40,505 New
40,505 $4.51 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 $10.8B
  • 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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