Leuthold Group, LLC Evercore Inc. Transaction History

Leuthold Group, LLC

$885 Million
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	SELL	$110.54 - $136.17 $15,917 - $19,608	-144 Reduced 5.78%	2,347 $270,000
Q4 2022 Jan 31, 2023	SELL	$84.72 - $116.35 $2.59 Million - $3.56 Million	-30,623 Reduced 92.48%	2,491 $272,000
Q3 2022 Oct 31, 2022	SELL	$80.28 - $105.25 $28,178 - $36,942	-351 Reduced 1.05%	33,114 $2.72 Million
Q2 2022 Aug 01, 2022	SELL	$93.36 - $115.14 $1.3 Million - $1.6 Million	-13,880 Reduced 29.32%	33,465 $3.13 Million
Q1 2022 May 04, 2022	SELL	$108.18 - $139.71 $18,390 - $23,750	-170 Reduced 0.36%	47,345 $5.27 Million
Q4 2021 Feb 03, 2022	SELL	$128.95 - $163.18 $144,037 - $182,272	-1,117 Reduced 2.3%	47,515 $6.46 Million
Q3 2021 Nov 15, 2021	BUY	$125.41 - $143.61 $16,804 - $19,243	134 Added 0.28%	48,632 $6.5 Million
Q2 2021 Aug 13, 2021	SELL	$128.03 - $149.4 $119,708 - $139,689	-935 Reduced 1.89%	48,498 $6.83 Million
Q1 2021 May 17, 2021	SELL	$106.57 - $142.41 $503,436 - $672,744	-4,724 Reduced 8.72%	49,433 $6.51 Million
Q4 2020 Feb 16, 2021	SELL	$66.15 - $111.57 $153,401 - $258,730	-2,319 Reduced 4.11%	54,157 $5.94 Million
Q3 2020 Nov 16, 2020	SELL	$53.7 - $66.35 $28,622 - $35,364	-533 Reduced 0.93%	56,476 $3.7 Million
Q2 2020 Aug 14, 2020	BUY	$45.62 - $67.36 $2.6 Million - $3.84 Million	57,009 New	57,009 $3.36 Million
Q1 2020 May 15, 2020	SELL	$35.75 - $82.26 $118,296 - $272,198	-3,309 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$73.33 - $80.11 $242,648 - $265,083	3,309 New	3,309 $247,000
Q2 2018 Aug 14, 2018	SELL	$86.8 - $112.05 $4.25 Million - $5.48 Million	-48,916 Closed	0 $0
Q1 2018 May 15, 2018	SELL	$83.35 - $101.8 $606,371 - $740,595	-7,275 Reduced 12.95%	48,916 $4.27 Million
Q4 2017 Feb 14, 2018	SELL	$75.9 - $92.2 $89,941 - $109,257	-1,185 Reduced 2.07%	56,191 $5.06 Million
Q3 2017 Nov 14, 2017	SELL	$70.35 - $80.8 $20,753 - $23,836	-295 Reduced 0.51%	57,376 $4.6 Million
Q2 2017 Aug 14, 2017	BUY	N/A	57,671	57,671 $4.07 Million

Others Institutions Holding EVR

# of Institutions

565

Shares Held

32.3M

Call Options Held

70.2K

Put Options Held

69.5K

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About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $11.4B
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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