Moody Aldrich Partners LLC Evercore Inc. Transaction History

Moody Aldrich Partners LLC

$503 Million
Q3 2024

A detailed history of Moody Aldrich Partners LLC transactions in Evercore Inc. stock. As of the latest transaction made, Moody Aldrich Partners LLC holds 2,508 shares of EVR stock, worth $750,845. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,508

Previous 32,628 92.31%

Holding current value

$750,845

Previous $6.8 Million 90.66%

% of portfolio

0.13%

Previous 1.44%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$211.0 - $258.67 $6.36 Million - $7.79 Million	-30,120 Reduced 92.31%	2,508 $635,000
Q2 2024 Jul 23, 2024	SELL	$181.5 - $208.43 $5.17 Million - $5.94 Million	-28,502 Reduced 46.63%	32,628 $6.8 Million
Q1 2024 Apr 29, 2024	SELL	$163.68 - $196.33 $998,120 - $1.2 Million	-6,098 Reduced 9.07%	61,130 $11.8 Million
Q4 2023 Jan 25, 2024	SELL	$126.39 - $173.41 $1.7 Million - $2.33 Million	-13,433 Reduced 16.65%	67,228 $11.5 Million
Q3 2023 Nov 07, 2023	BUY	$118.06 - $145.97 $1.36 Million - $1.68 Million	11,520 Added 16.66%	80,661 $11.1 Million
Q2 2023 Jul 28, 2023	BUY	$105.74 - $124.93 $1.4 Million - $1.65 Million	13,247 Added 23.7%	69,141 $8.55 Million
Q1 2023 Apr 27, 2023	BUY	$110.54 - $136.17 $794,672 - $978,926	7,189 Added 14.76%	55,894 $6.45 Million
Q4 2022 Jan 23, 2023	BUY	$84.72 - $116.35 $2.63 Million - $3.61 Million	31,055 Added 175.95%	48,705 $0
Q3 2022 Oct 18, 2022	SELL	$80.28 - $105.25 $3.77 Million - $4.95 Million	-46,985 Reduced 72.69%	17,650 $1.45 Million
Q2 2022 Jul 18, 2022	SELL	$93.36 - $115.14 $4.71 Million - $5.81 Million	-50,441 Reduced 43.83%	64,635 $6.05 Million
Q1 2022 May 10, 2022	BUY	$108.18 - $139.71 $2.05 Million - $2.65 Million	18,954 Added 19.72%	115,076 $12.8 Million
Q4 2021 Feb 02, 2022	SELL	$128.95 - $163.18 $2.07 Million - $2.62 Million	-16,077 Reduced 14.33%	96,122 $13.1 Million
Q3 2021 Oct 29, 2021	BUY	$125.41 - $143.61 $1.85 Million - $2.12 Million	14,771 Added 15.16%	112,199 $15 Million
Q2 2021 Aug 04, 2021	SELL	$128.03 - $149.4 $1.51 Million - $1.76 Million	-11,808 Reduced 10.81%	97,428 $13.7 Million
Q1 2021 May 10, 2021	BUY	$106.57 - $142.41 $4.16 Million - $5.55 Million	39,000 Added 55.53%	109,236 $14.4 Million
Q4 2020 Feb 16, 2021	BUY	$66.15 - $111.57 $3.65 Million - $6.16 Million	55,251 Added 368.71%	70,236 $7.7 Million
Q2 2020 Jul 30, 2020	BUY	$45.62 - $67.36 $254,057 - $375,127	5,569 Added 59.14%	14,985 $883,000
Q1 2020 May 07, 2020	BUY	$35.75 - $82.26 $336,622 - $774,560	9,416 New	9,416 $434,000

Others Institutions Holding EVR

# of Institutions

545

Shares Held

32.3M

Call Options Held

70.2K

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...

More about EVR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moody Aldrich Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moody Aldrich Partners LLC with notifications on news.

Account

Moody Aldrich Partners LLC Evercore Inc. Transaction History