A detailed history of Kendall Capital Management transactions in Evercore Inc. stock. As of the latest transaction made, Kendall Capital Management holds 1,415 shares of EVR stock, worth $423,622. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,415
Previous 2,455 42.36%
Holding current value
$423,622
Previous $511,000 29.94%
% of portfolio
0.11%
Previous 0.17%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$211.0 - $258.67 $219,440 - $269,016
-1,040 Reduced 42.36%
1,415 $358,000
Q2 2024

Aug 12, 2024

SELL
$181.5 - $208.43 $169,702 - $194,882
-935 Reduced 27.58%
2,455 $511,000
Q1 2024

May 10, 2024

SELL
$163.68 - $196.33 $86,750 - $104,054
-530 Reduced 13.52%
3,390 $652,000
Q4 2023

Jan 26, 2024

SELL
$126.39 - $173.41 $297,648 - $408,380
-2,355 Reduced 37.53%
3,920 $670,000
Q3 2023

Oct 31, 2023

SELL
$118.06 - $145.97 $149,345 - $184,652
-1,265 Reduced 16.78%
6,275 $865,000
Q2 2023

Jul 28, 2023

SELL
$105.74 - $124.93 $42,824 - $50,596
-405 Reduced 5.1%
7,540 $932,000
Q4 2022

Jan 30, 2023

SELL
$84.72 - $116.35 $38,124 - $52,357
-450 Reduced 5.36%
7,945 $867,000
Q3 2022

Nov 02, 2022

SELL
$80.28 - $105.25 $15,654 - $20,523
-195 Reduced 2.27%
8,395 $690,000
Q2 2022

Jul 29, 2022

BUY
$93.36 - $115.14 $21,939 - $27,057
235 Added 2.81%
8,590 $804,000
Q1 2022

May 06, 2022

BUY
$108.18 - $139.71 $177,956 - $229,822
1,645 Added 24.52%
8,355 $930,000
Q4 2021

Jan 28, 2022

BUY
$128.95 - $163.18 $172,792 - $218,661
1,340 Added 24.95%
6,710 $912,000
Q3 2021

Nov 05, 2021

BUY
$125.41 - $143.61 $258,846 - $296,411
2,064 Added 62.43%
5,370 $718,000
Q2 2021

Jul 30, 2021

BUY
$128.03 - $149.4 $423,267 - $493,916
3,306 New
3,306 $465,000

Others Institutions Holding EVR

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...
More about EVR
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