Morse Asset Management, Inc Evercore Inc. Transaction History

Morse Asset Management, Inc

$392 Million
Q1 2024

A detailed history of Morse Asset Management, Inc transactions in Evercore Inc. stock. As of the latest transaction made, Morse Asset Management, Inc holds 30,483 shares of EVR stock, worth $6.43 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

30,483

Previous 30,358 0.41%

Holding current value

$6.43 Million

Previous $5.19 Million 13.06%

% of portfolio

1.5%

Previous 1.53%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$163.68 - $196.33 $20,460 - $24,541	125 Added 0.41%	30,483 $5.87 Million
Q4 2023 Feb 15, 2024	BUY	$126.39 - $173.41 $175,429 - $240,693	1,388 Added 4.79%	30,358 $5.19 Million
Q3 2023 Nov 13, 2023	BUY	$118.06 - $145.97 $34,237 - $42,331	290 Added 1.01%	28,970 $3.99 Million
Q2 2023 Aug 14, 2023	BUY	$105.74 - $124.93 $45,045 - $53,220	426 Added 1.51%	28,680 $3.55 Million
Q1 2023 May 03, 2023	BUY	$110.54 - $136.17 $193,997 - $238,978	1,755 Added 6.62%	28,254 $3.26 Million

Q4 2022 Feb 08, 2023	BUY	$84.72 - $116.35 $8,980 - $12,333	106 Added 0.4%	26,499 $2.89 Million
Q3 2022 Nov 14, 2022	SELL	$80.28 - $105.25 $11,319 - $14,840	-141 Reduced 0.53%	26,393 $2.17 Million
Q2 2022 Aug 11, 2022	BUY	$93.36 - $115.14 $1,307 - $1,611	14 Added 0.05%	26,534 $2.48 Million
Q1 2022 May 12, 2022	SELL	$108.18 - $139.71 $1.01 Million - $1.3 Million	-9,318 Reduced 26.0%	26,520 $2.95 Million
Q4 2021 Feb 14, 2022	BUY	$128.95 - $163.18 $489,107 - $618,941	3,793 Added 11.84%	35,838 $4.87 Million
Q3 2021 Nov 09, 2021	BUY	$125.41 - $143.61 $235,770 - $269,986	1,880 Added 6.23%	32,045 $4.28 Million
Q2 2021 Aug 13, 2021	SELL	$128.03 - $149.4 $28,166 - $32,868	-220 Reduced 0.72%	30,165 $4.25 Million
Q1 2021 May 13, 2021	SELL	$106.57 - $142.41 $169,979 - $227,143	-1,595 Reduced 4.99%	30,385 $4 Million
Q4 2020 Feb 11, 2021	BUY	$66.15 - $111.57 $261,292 - $440,701	3,950 Added 14.09%	31,980 $3.51 Million
Q4 2019 Jan 31, 2020	SELL	$73.33 - $80.11 $102,662 - $112,154	-1,400 Reduced 4.76%	28,030 $2.1 Million
Q2 2019 Aug 01, 2019	SELL	$77.23 - $98.02 $7,723 - $9,802	-100 Reduced 0.34%	29,430 $2.61 Million
Q1 2019 May 02, 2019	SELL	$73.67 - $93.68 $22,101 - $28,104	-300 Reduced 1.01%	29,530 $2.69 Million
Q4 2018 Feb 13, 2019	SELL	$64.9 - $98.8 $12,980 - $19,760	-200 Reduced 0.67%	29,830 $2.14 Million
Q2 2018 Aug 15, 2018	SELL	$86.8 - $112.05 $86,800 - $112,050	-1,000 Reduced 3.22%	30,030 $3.17 Million
Q1 2018 May 02, 2018	SELL	$83.35 - $101.8 $83,350 - $101,800	-1,000 Reduced 3.12%	31,030 $2.71 Million
Q4 2017 Jan 29, 2018	SELL	$75.9 - $92.2 $60,720 - $73,760	-800 Reduced 2.44%	32,030 $2.88 Million
Q3 2017 Oct 31, 2017	BUY	$70.35 - $80.8 $2.31 Million - $2.65 Million	32,830	32,830 $2.64 Million

Others Institutions Holding EVR

# of Institutions

491

Shares Held

32.9M

Call Options Held

50K

Put Options Held

50.1K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $8.26B
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 Morse Asset Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Morse Asset Management, Inc with notifications on news.

Account

Morse Asset Management, Inc Evercore Inc. Transaction History