Massachusetts Financial Services CO Evercore Inc. Transaction History

Massachusetts Financial Services CO

$282 Billion
Q1 2025

A detailed history of Massachusetts Financial Services CO transactions in Evercore Inc. stock. As of the latest transaction made, Massachusetts Financial Services CO holds 691,000 shares of EVR stock, worth $203 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

691,000

Previous 774,470 10.78%

Holding current value

$203 Million

Previous $215 Million 35.71%

% of portfolio

0.05%

Previous 0.07%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$190.28 - $291.27 $15.9 Million - $24.3 Million	-83,470 Reduced 10.78%	691,000 $138 Million
Q4 2024 Feb 12, 2025	SELL	$247.66 - $315.67 $33 Million - $42.1 Million	-133,297 Reduced 14.68%	774,470 $215 Million
Q3 2024 Nov 12, 2024	SELL	$211.0 - $258.67 $28.1 Million - $34.4 Million	-133,013 Reduced 12.78%	907,767 $230 Million
Q2 2024 Aug 09, 2024	SELL	$181.5 - $208.43 $1.92 Million - $2.21 Million	-10,581 Reduced 1.01%	1,040,780 $217 Million
Q1 2024 May 14, 2024	SELL	$163.68 - $196.33 $1.17 Million - $1.41 Million	-7,164 Reduced 0.68%	1,051,361 $202 Million
Q4 2023 Feb 08, 2024	SELL	$126.39 - $173.41 $1.57 Million - $2.15 Million	-12,390 Reduced 1.16%	1,058,525 $181 Million
Q3 2023 Nov 08, 2023	BUY	$118.06 - $145.97 $159,026 - $196,621	1,347 Added 0.13%	1,070,915 $148 Million
Q2 2023 Aug 09, 2023	BUY	$105.74 - $124.93 $20.2 Million - $23.9 Million	191,293 Added 21.78%	1,069,568 $132 Million
Q1 2023 May 10, 2023	BUY	$110.54 - $136.17 $810,368 - $998,262	7,331 Added 0.84%	878,275 $101 Million
Q4 2022 Feb 13, 2023	BUY	$84.72 - $116.35 $65.2 Million - $89.5 Million	769,634 Added 759.68%	870,944 $95 Million
Q3 2022 Nov 09, 2022	BUY	$80.28 - $105.25 $8.13 Million - $10.7 Million	101,310 New	101,310 $8.33 Million
Q2 2022 Aug 09, 2022	SELL	$93.36 - $115.14 $6.46 Million - $7.97 Million	-69,179 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$108.18 - $139.71 $442,888 - $571,972	-4,094 Reduced 5.59%	69,179 $7.7 Million
Q4 2021 Feb 10, 2022	SELL	$128.95 - $163.18 $2.06 Million - $2.61 Million	-15,970 Reduced 17.89%	73,273 $9.95 Million
Q3 2021 Nov 10, 2021	SELL	$125.41 - $143.61 $724,493 - $829,634	-5,777 Reduced 6.08%	89,243 $11.9 Million
Q2 2021 Aug 13, 2021	SELL	$128.03 - $149.4 $740,653 - $864,279	-5,785 Reduced 5.74%	95,020 $13.4 Million
Q1 2021 May 13, 2021	BUY	$106.57 - $142.41 $4.38 Million - $5.86 Million	41,129 Added 68.92%	100,805 $13.3 Million
Q4 2020 Feb 12, 2021	BUY	$66.15 - $111.57 $3.63 Million - $6.12 Million	54,814 Added 1127.4%	59,676 $6.54 Million
Q3 2020 Nov 12, 2020	BUY	$53.7 - $66.35 $261,089 - $322,593	4,862 New	4,862 $318,000

Others Institutions Holding EVR

# of Institutions

611

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 $11.5B
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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Massachusetts Financial Services CO Evercore Inc. Transaction History