A detailed history of New Edge Wealth, LLC transactions in Evercore Inc. stock. As of the latest transaction made, New Edge Wealth, LLC holds 1,852 shares of EVR stock, worth $394,050. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,852
Previous 2,069 10.49%
Holding current value
$394,050
Previous $353,000 0.85%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

SELL
$163.68 - $196.33 $35,518 - $42,603
-217 Reduced 10.49%
1,852 $356,000
Q4 2023

Jan 29, 2024

SELL
$126.39 - $173.41 $25,025 - $34,335
-198 Reduced 8.73%
2,069 $353,000
Q3 2023

Nov 08, 2023

BUY
$118.06 - $145.97 $20,778 - $25,690
176 Added 8.42%
2,267 $312,000
Q2 2023

Aug 09, 2023

BUY
$105.74 - $124.93 $8,141 - $9,619
77 Added 3.82%
2,091 $258,000
Q1 2023

May 08, 2023

BUY
$110.54 - $136.17 $11,275 - $13,889
102 Added 5.33%
2,014 $232,000
Q4 2022

Feb 14, 2023

BUY
$84.72 - $116.35 $161,984 - $222,461
1,912 New
1,912 $208,000
Q2 2022

Aug 09, 2022

SELL
$93.36 - $115.14 $5.26 Million - $6.49 Million
-56,343 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$108.18 - $139.71 $602,995 - $778,743
5,574 Added 10.98%
56,343 $6.27 Million
Q4 2021

Jan 31, 2022

BUY
$128.95 - $163.18 $167,248 - $211,644
1,297 Added 2.62%
50,769 $6.9 Million
Q3 2021

Nov 12, 2021

BUY
$125.41 - $143.61 $411,344 - $471,040
3,280 Added 7.1%
49,472 $6.61 Million
Q2 2021

Aug 11, 2021

BUY
$128.03 - $149.4 $716,327 - $835,893
5,595 Added 13.78%
46,192 $6.5 Million
Q1 2021

May 13, 2021

BUY
$106.57 - $142.41 $4.33 Million - $5.78 Million
40,597 New
40,597 $5.35 Million

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $8.33B
  • 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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