Jim Simons Evercore Inc. Transaction History

Renaissance Technologies LLC

$62.3 Billion
Q1 2025

A detailed history of Jim Simons (Renaissance Technologies LLC) transactions in Evercore Inc. stock. As of the latest transaction made, Renaissance Technologies LLC holds 212,400 shares of EVR stock, worth $49.2 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

212,400

Previous 18,200 1067.03%

Holding current value

$49.2 Million

Previous $5.04 Million 741.0%

% of portfolio

0.07%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$190.28 - $291.27 $37 Million - $56.6 Million	194,200 Added 1067.03%	212,400 $42.4 Million
Q4 2024 Feb 13, 2025	BUY	$247.66 - $315.67 $4.16 Million - $5.3 Million	16,800 Added 1200.0%	18,200 $5.04 Million
Q3 2024 Nov 13, 2024	SELL	$211.0 - $258.67 $2.24 Million - $2.74 Million	-10,600 Reduced 88.33%	1,400 $354,000
Q2 2024 Aug 09, 2024	SELL	$181.5 - $208.43 $1.14 Million - $1.31 Million	-6,300 Reduced 34.43%	12,000 $2.5 Million
Q1 2024 May 13, 2024	SELL	$163.68 - $196.33 $1.28 Million - $1.53 Million	-7,800 Reduced 29.89%	18,300 $3.52 Million
Q4 2023 Feb 13, 2024	SELL	$126.39 - $173.41 $5.17 Million - $7.09 Million	-40,900 Reduced 61.04%	26,100 $4.46 Million
Q3 2023 Nov 14, 2023	SELL	$118.06 - $145.97 $17.3 Million - $21.4 Million	-146,700 Reduced 68.65%	67,000 $9.24 Million
Q2 2023 Aug 11, 2023	BUY	$105.74 - $124.93 $7.33 Million - $8.66 Million	69,300 Added 47.99%	213,700 $26.4 Million
Q1 2023 May 12, 2023	SELL	$110.54 - $136.17 $5.87 Million - $7.23 Million	-53,100 Reduced 26.89%	144,400 $16.7 Million
Q4 2022 Feb 13, 2023	SELL	$84.72 - $116.35 $16 Million - $21.9 Million	-188,500 Reduced 48.83%	197,500 $21.5 Million
Q3 2022 Nov 14, 2022	SELL	$80.28 - $105.25 $6.68 Million - $8.76 Million	-83,200 Reduced 17.73%	386,000 $31.7 Million
Q2 2022 Aug 12, 2022	BUY	$93.36 - $115.14 $20.7 Million - $25.5 Million	221,400 Added 89.35%	469,200 $43.9 Million
Q1 2022 May 13, 2022	BUY	$108.18 - $139.71 $21.5 Million - $27.7 Million	198,300 Added 400.61%	247,800 $27.6 Million
Q4 2021 Feb 11, 2022	SELL	$128.95 - $163.18 $954,229 - $1.21 Million	-7,400 Reduced 13.01%	49,500 $6.73 Million
Q3 2021 Nov 12, 2021	BUY	$125.41 - $143.61 $7.14 Million - $8.17 Million	56,900 New	56,900 $7.61 Million
Q4 2020 Feb 10, 2021	SELL	$66.15 - $111.57 $10.4 Million - $17.5 Million	-156,900 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	$45.62 - $67.36 $6.88 Million - $10.2 Million	-150,800 Reduced 49.01%	156,900 $9.25 Million
Q1 2020 May 14, 2020	BUY	$35.75 - $82.26 $2.34 Million - $5.39 Million	65,500 Added 27.04%	307,700 $14.2 Million
Q4 2019 Feb 13, 2020	BUY	$73.33 - $80.11 $14.8 Million - $16.2 Million	201,600 Added 496.55%	242,200 $18.1 Million
Q3 2019 Nov 13, 2019	SELL	$75.92 - $90.91 $38.5 Million - $46.1 Million	-507,400 Reduced 92.59%	40,600 $3.25 Million
Q2 2019 Aug 12, 2019	SELL	$77.23 - $98.02 $21 Million - $26.7 Million	-272,200 Reduced 33.19%	548,000 $48.5 Million
Q1 2019 May 14, 2019	SELL	$73.67 - $93.68 $2.92 Million - $3.72 Million	-39,700 Reduced 4.62%	820,200 $74.6 Million
Q4 2018 Feb 13, 2019	BUY	$64.9 - $98.8 $55.8 Million - $85 Million	859,900 New	859,900 $61.5 Million

Others Institutions Holding EVR

# of Institutions

607

Shares Held

34.1M

Call Options Held

238K

Put Options Held

183K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $9.06B
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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