James Investment Research Inc Evercore Inc. Transaction History

James Investment Research Inc

$853 Million
Q3 2024

A detailed history of James Investment Research Inc transactions in Evercore Inc. stock. As of the latest transaction made, James Investment Research Inc holds 6,774 shares of EVR stock, worth $2.03 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

6,774

Previous 6,774 -0.0%

Holding current value

$2.03 Million

Previous $1.41 Million 21.69%

% of portfolio

0.2%

Previous 0.17%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$181.5 - $208.43 $544 - $625	-3 Reduced 0.04%	6,774 $1.41 Million
Q1 2024 May 01, 2024	BUY	$163.68 - $196.33 $491 - $588	3 Added 0.04%	6,777 $1.31 Million
Q2 2023 Aug 07, 2023	BUY	$105.74 - $124.93 $716,282 - $846,275	6,774 New	6,774 $837,000
Q1 2023 Apr 25, 2023	SELL	$110.54 - $136.17 $90,642 - $111,659	-820 Reduced 10.8%	6,774 $782,000
Q2 2022 Aug 01, 2022	BUY	$93.36 - $115.14 $2,334 - $2,878	25 Added 0.33%	7,594 $711,000
Q1 2022 Apr 22, 2022	SELL	$108.18 - $139.71 $138,578 - $178,968	-1,281 Reduced 14.47%	7,569 $843,000
Q4 2021 Jan 28, 2022	SELL	$128.95 - $163.18 $193,424 - $244,770	-1,500 Reduced 14.49%	8,850 $1.2 Million
Q2 2021 Jul 26, 2021	SELL	$128.03 - $149.4 $405,855 - $473,598	-3,170 Reduced 23.45%	10,350 $1.46 Million
Q3 2020 Oct 23, 2020	BUY	$53.7 - $66.35 $427,452 - $528,146	7,960 Added 143.17%	13,520 $885,000
Q2 2020 Jul 24, 2020	BUY	$45.62 - $67.36 $160,126 - $236,433	3,510 Added 171.22%	5,560 $327,000
Q1 2020 Apr 22, 2020	SELL	$35.75 - $82.26 $47,190 - $108,583	-1,320 Reduced 39.17%	2,050 $94,000
Q4 2019 Jan 24, 2020	SELL	$73.33 - $80.11 $80,663 - $88,121	-1,100 Reduced 24.61%	3,370 $252,000
Q3 2019 Oct 30, 2019	SELL	$75.92 - $90.91 $186,383 - $223,184	-2,455 Reduced 35.45%	4,470 $358,000
Q2 2019 Jul 24, 2019	SELL	$77.23 - $98.02 $482,841 - $612,821	-6,252 Reduced 47.45%	6,925 $613,000
Q1 2019 Apr 26, 2019	BUY	$73.67 - $93.68 $394,502 - $501,656	5,355 Added 68.46%	13,177 $1.2 Million
Q4 2018 Jan 22, 2019	SELL	$64.9 - $98.8 $1.49 Million - $2.27 Million	-23,025 Reduced 74.64%	7,822 $560,000
Q3 2018 Oct 26, 2018	BUY	$100.55 - $114.95 $391,340 - $447,385	3,892 Added 14.44%	30,847 $3.1 Million
Q2 2018 Jul 19, 2018	SELL	$86.8 - $112.05 $83,762 - $108,128	-965 Reduced 3.46%	26,955 $2.84 Million
Q1 2018 Apr 12, 2018	BUY	$83.35 - $101.8 $273,804 - $334,413	3,285 Added 13.33%	27,920 $2.44 Million
Q4 2017 Jan 23, 2018	BUY	$75.9 - $92.2 $83,490 - $101,420	1,100 Added 4.67%	24,635 $2.22 Million
Q3 2017 Oct 13, 2017	BUY	$70.35 - $80.8 $1.66 Million - $1.9 Million	23,535	23,535 $1.89 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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James Investment Research Inc Evercore Inc. Transaction History