Jacobs Levy Equity Management, Inc Evercore Inc. Transaction History

Jacobs Levy Equity Management, Inc

$24.7 Billion
Q3 2024

A detailed history of Jacobs Levy Equity Management, Inc transactions in Evercore Inc. stock. As of the latest transaction made, Jacobs Levy Equity Management, Inc holds 261,475 shares of EVR stock, worth $78.4 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

261,475

Previous 240,586 8.68%

Holding current value

$78.4 Million

Previous $50.1 Million 32.18%

% of portfolio

0.27%

Previous 0.22%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$211.0 - $258.67 $4.41 Million - $5.4 Million	20,889 Added 8.68%	261,475 $66.3 Million
Q2 2024 Aug 14, 2024	SELL	$181.5 - $208.43 $21.4 Million - $24.5 Million	-117,709 Reduced 32.85%	240,586 $50.1 Million
Q1 2024 May 15, 2024	BUY	$163.68 - $196.33 $2.47 Million - $2.97 Million	15,112 Added 4.4%	358,295 $69 Million
Q4 2023 Feb 14, 2024	BUY	$126.39 - $173.41 $3.62 Million - $4.96 Million	28,608 Added 9.09%	343,183 $58.7 Million
Q3 2023 Nov 16, 2023	SELL	$118.06 - $145.97 $11.2 Million - $13.8 Million	-94,835 Reduced 23.16%	314,575 $43.4 Million
Q2 2023 Aug 14, 2023	SELL	$105.74 - $124.93 $9.22 Million - $10.9 Million	-87,182 Reduced 17.56%	409,410 $50.6 Million
Q1 2023 May 15, 2023	BUY	$110.54 - $136.17 $42,336 - $52,153	383 Added 0.08%	496,592 $57.3 Million
Q4 2022 Feb 14, 2023	SELL	$84.72 - $116.35 $3.51 Million - $4.81 Million	-41,380 Reduced 7.7%	496,209 $54.1 Million
Q3 2022 Nov 15, 2022	BUY	$80.28 - $105.25 $35.3 Million - $46.3 Million	439,622 Added 448.74%	537,589 $44.2 Million
Q2 2022 Aug 15, 2022	SELL	$93.36 - $115.14 $9.29 Million - $11.5 Million	-99,456 Reduced 50.38%	97,967 $9.17 Million
Q1 2022 May 16, 2022	BUY	$108.18 - $139.71 $18 Million - $23.2 Million	166,138 Added 531.05%	197,423 $22 Million
Q4 2021 Feb 14, 2022	SELL	$128.95 - $163.18 $3.65 Million - $4.61 Million	-28,273 Reduced 47.47%	31,285 $4.25 Million
Q3 2021 Nov 15, 2021	BUY	$125.41 - $143.61 $7.47 Million - $8.55 Million	59,558 New	59,558 $7.96 Million
Q2 2021 Aug 16, 2021	SELL	$128.03 - $149.4 $1.96 Million - $2.29 Million	-15,335 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$106.57 - $142.41 $384,397 - $513,672	-3,607 Reduced 19.04%	15,335 $2.02 Million
Q4 2020 Feb 16, 2021	BUY	$66.15 - $111.57 $907,379 - $1.53 Million	13,717 Added 262.53%	18,942 $2.08 Million
Q3 2020 Nov 16, 2020	BUY	$53.7 - $66.35 $280,582 - $346,678	5,225 New	5,225 $342,000
Q2 2020 Aug 17, 2020	SELL	$45.62 - $67.36 $3.22 Million - $4.76 Million	-70,615 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$35.75 - $82.26 $73,537 - $169,208	2,057 Added 3.0%	70,615 $3.25 Million
Q4 2019 Feb 14, 2020	SELL	$73.33 - $80.11 $274,474 - $299,851	-3,743 Reduced 5.18%	68,558 $5.13 Million
Q3 2019 Nov 14, 2019	BUY	$75.92 - $90.91 $129,064 - $154,547	1,700 Added 2.41%	72,301 $5.79 Million
Q2 2019 Aug 13, 2019	SELL	$77.23 - $98.02 $6.98 Million - $8.86 Million	-90,389 Reduced 56.15%	70,601 $6.25 Million
Q1 2019 May 14, 2019	BUY	$73.67 - $93.68 $3.04 Million - $3.87 Million	41,309 Added 34.52%	160,990 $14.7 Million
Q4 2018 Feb 14, 2019	SELL	$64.9 - $98.8 $106,890 - $162,723	-1,647 Reduced 1.36%	119,681 $8.56 Million
Q3 2018 Nov 14, 2018	BUY	$100.55 - $114.95 $540,456 - $617,856	5,375 Added 4.64%	121,328 $12.2 Million
Q2 2018 Aug 14, 2018	SELL	$86.8 - $112.05 $2.24 Million - $2.9 Million	-25,857 Reduced 18.23%	115,953 $12.2 Million
Q1 2018 May 15, 2018	BUY	$83.35 - $101.8 $6.65 Million - $8.13 Million	79,820 Added 128.76%	141,810 $12.4 Million
Q4 2017 Feb 13, 2018	BUY	$75.9 - $92.2 $907,764 - $1.1 Million	11,960 Added 23.91%	61,990 $5.58 Million
Q3 2017 Nov 14, 2017	BUY	$70.35 - $80.8 $400,994 - $460,560	5,700 Added 12.86%	50,030 $4.02 Million
Q2 2017 Nov 09, 2017	BUY	N/A	44,330	44,330 $3.13 Million

Others Institutions Holding EVR

# of Institutions

544

Shares Held

32.4M

Call Options Held

61.4K

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 $11.7B
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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Jacobs Levy Equity Management, Inc Evercore Inc. Transaction History