Ken Fisher Evercore Inc. Transaction History

Fisher Asset Management, LLC

$243 Billion
Q3 2024

A detailed history of Ken Fisher (Fisher Asset Management, LLC) transactions in Evercore Inc. stock. As of the latest transaction made, Fisher Asset Management, LLC holds 320,228 shares of EVR stock, worth $93 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

320,228

Previous 301,853 6.09%

Holding current value

$93 Million

Previous $62.9 Million 29.02%

% of portfolio

0.03%

Previous 0.03%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$211.0 - $258.67 $3.88 Million - $4.75 Million	18,375 Added 6.09%	320,228 $81.2 Million
Q2 2024 Aug 14, 2024	SELL	$181.5 - $208.43 $1.07 Million - $1.23 Million	-5,896 Reduced 1.92%	301,853 $62.9 Million
Q1 2024 May 09, 2024	BUY	$163.68 - $196.33 $357,640 - $428,981	2,185 Added 0.72%	307,749 $59.3 Million
Q4 2023 Mar 05, 2024	BUY	$126.39 - $173.41 $59,024 - $80,982	467 Added 0.15%	305,564 $52.3 Million
Q4 2023 Feb 06, 2024	SELL	$126.39 - $173.41 $7.1 Million - $9.74 Million	-56,169 Reduced 15.55%	305,097 $52.2 Million
Q3 2023 Nov 13, 2023	SELL	$118.06 - $145.97 $2.5 Million - $3.1 Million	-21,203 Reduced 5.54%	361,266 $49.8 Million
Q2 2023 Dec 12, 2023	BUY	$105.74 - $124.93 $2.24 Million - $2.65 Million	21,203 Added 5.87%	382,469 $47.3 Million
Q2 2023 Aug 08, 2023	BUY	$105.74 - $124.93 $1.44 Million - $1.71 Million	13,656 Added 3.7%	382,469 $47.3 Million
Q1 2023 Dec 12, 2023	SELL	$110.54 - $136.17 $589,841 - $726,603	-5,336 Reduced 1.48%	355,930 $41.1 Million
Q1 2023 May 01, 2023	SELL	$110.54 - $136.17 $322,997 - $397,888	-2,922 Reduced 0.79%	368,813 $42.6 Million
Q4 2022 Feb 03, 2023	BUY	$84.72 - $116.35 $26.6 Million - $36.5 Million	313,463 Added 537.93%	371,735 $40.5 Million
Q3 2022 Nov 08, 2022	SELL	$80.28 - $105.25 $335,891 - $440,366	-4,184 Reduced 6.7%	58,272 $4.79 Million
Q2 2022 Aug 09, 2022	BUY	$93.36 - $115.14 $14,844 - $18,307	159 Added 0.26%	62,456 $5.85 Million
Q1 2022 May 05, 2022	BUY	$108.18 - $139.71 $245,893 - $317,560	2,273 Added 3.79%	62,297 $6.94 Million
Q4 2021 Feb 02, 2022	BUY	$128.95 - $163.18 $1.89 Million - $2.4 Million	14,689 Added 32.4%	60,024 $8.15 Million
Q3 2021 Oct 26, 2021	SELL	$125.41 - $143.61 $332,461 - $380,710	-2,651 Reduced 5.52%	45,335 $6.06 Million
Q2 2021 Jul 27, 2021	BUY	$128.03 - $149.4 $318,026 - $371,109	2,484 Added 5.46%	47,986 $6.76 Million
Q1 2021 Apr 27, 2021	BUY	$106.57 - $142.41 $570,362 - $762,178	5,352 Added 13.33%	45,502 $5.99 Million
Q4 2020 Jan 29, 2021	BUY	$66.15 - $111.57 $1.82 Million - $3.07 Million	27,502 Added 217.44%	40,150 $4.4 Million
Q3 2020 Nov 10, 2020	SELL	$53.7 - $66.35 $751 - $928	-14 Reduced 0.11%	12,648 $828,000
Q2 2020 Aug 07, 2020	BUY	$45.62 - $67.36 $1,368 - $2,020	30 Added 0.24%	12,662 $746,000
Q1 2020 Apr 28, 2020	SELL	$35.75 - $82.26 $1,287 - $2,961	-36 Reduced 0.28%	12,632 $582,000
Q4 2019 Feb 12, 2020	SELL	$73.33 - $80.11 $8.63 Million - $9.43 Million	-117,749 Reduced 90.29%	12,668 $947,000
Q3 2019 Oct 29, 2019	BUY	$75.92 - $90.91 $5.69 Million - $6.81 Million	74,943 Added 135.1%	130,417 $10.4 Million
Q2 2019 Jul 30, 2019	BUY	$77.23 - $98.02 $546,942 - $694,177	7,082 Added 14.63%	55,474 $4.91 Million
Q1 2019 Apr 22, 2019	SELL	$73.67 - $93.68 $334,240 - $425,026	-4,537 Reduced 8.57%	48,392 $4.4 Million
Q4 2018 Jan 25, 2019	SELL	$64.9 - $98.8 $46,857 - $71,333	-722 Reduced 1.35%	52,929 $3.79 Million
Q3 2018 Oct 24, 2018	BUY	$100.55 - $114.95 $117,542 - $134,376	1,169 Added 2.23%	53,651 $5.4 Million
Q2 2018 Jul 09, 2018	SELL	$86.8 - $112.05 $277,499 - $358,223	-3,197 Reduced 5.74%	52,482 $5.53 Million
Q1 2018 May 11, 2018	SELL	$83.35 - $101.8 $7.86 Million - $9.6 Million	-94,280 Reduced 62.87%	55,679 $4.86 Million
Q1 2018 Apr 19, 2018	BUY	$83.35 - $101.8 $7.43 Million - $9.07 Million	89,101 Added 146.41%	149,959 $13.1 Million
Q4 2017 Jan 24, 2018	SELL	$75.9 - $92.2 $378,209 - $459,432	-4,983 Reduced 7.57%	60,858 $5.48 Million
Q3 2017 Oct 17, 2017	BUY	$70.35 - $80.8 $4.63 Million - $5.32 Million	65,841	65,841 $5.28 Million

Others Institutions Holding EVR

# of Institutions

546

Shares Held

32.3M

Call Options Held

70.2K

Put Options Held

70.8K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $11.4B
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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