Hohimer Wealth Management, LLC Evercore Inc. Transaction History

Hohimer Wealth Management, LLC

$419 Million
Q1 2024

A detailed history of Hohimer Wealth Management, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Hohimer Wealth Management, LLC holds 6,875 shares of EVR stock, worth $1.45 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

6,875

Previous 6,850 0.36%

Holding current value

$1.45 Million

Previous $1.17 Million 13.07%

% of portfolio

0.32%

Previous 0.3%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$163.68 - $196.33 $4,092 - $4,908	25 Added 0.36%	6,875 $1.32 Million
Q4 2023 Feb 09, 2024	BUY	$126.39 - $173.41 $15,293 - $20,982	121 Added 1.8%	6,850 $1.17 Million
Q2 2023 Jul 27, 2023	SELL	$105.74 - $124.93 $32,144 - $37,978	-304 Reduced 4.32%	6,729 $831,000
Q1 2023 May 02, 2023	BUY	$110.54 - $136.17 $387,221 - $477,003	3,503 Added 99.24%	7,033 $811,000
Q4 2022 Feb 01, 2023	SELL	$84.72 - $116.35 $406,232 - $557,898	-4,795 Reduced 57.6%	3,530 $384,000

Q3 2022 Nov 02, 2022	SELL	$80.28 - $105.25 $1,445 - $1,894	-18 Reduced 0.22%	8,325 $685,000
Q2 2022 Jul 25, 2022	SELL	$93.36 - $115.14 $421,333 - $519,626	-4,513 Reduced 35.1%	8,343 $781,000
Q1 2022 May 03, 2022	BUY	$108.18 - $139.71 $82,324 - $106,319	761 Added 6.29%	12,856 $1.43 Million
Q4 2021 Jan 25, 2022	SELL	$128.95 - $163.18 $243,973 - $308,736	-1,892 Reduced 13.53%	12,095 $1.64 Million
Q3 2021 Oct 18, 2021	SELL	$125.41 - $143.61 $27,088 - $31,019	-216 Reduced 1.52%	13,987 $1.87 Million
Q2 2021 Jul 12, 2021	SELL	$128.03 - $149.4 $1.19 Million - $1.39 Million	-9,304 Reduced 39.58%	14,203 $2 Million
Q1 2021 Apr 12, 2021	BUY	$106.57 - $142.41 $390,792 - $522,217	3,667 Added 18.48%	23,507 $3.1 Million
Q4 2020 Jan 11, 2021	SELL	$66.15 - $111.57 $2,050 - $3,458	-31 Reduced 0.16%	19,840 $2.18 Million
Q3 2020 Nov 13, 2020	SELL	$53.7 - $66.35 $107 - $132	-2 Reduced 0.01%	19,871 $1.54 Million
Q2 2020 Jul 14, 2020	SELL	$45.62 - $67.36 $18,111 - $26,741	-397 Reduced 1.96%	19,873 $1.17 Million
Q1 2020 May 05, 2020	BUY	$35.75 - $82.26 $346,024 - $796,194	9,679 Added 91.39%	20,270 $1.03 Million
Q4 2019 Feb 14, 2020	BUY	$73.33 - $80.11 $776,638 - $848,445	10,591 New	10,591 $792,000

Others Institutions Holding EVR

# of Institutions

491

Shares Held

32.9M

Call Options Held

50K

Put Options Held

50.1K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $8.28B
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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Hohimer Wealth Management, LLC Evercore Inc. Transaction History