A detailed history of Ronald Blue Trust, Inc. transactions in Evercore Inc. stock. As of the latest transaction made, Ronald Blue Trust, Inc. holds 1,819 shares of EVR stock, worth $545,081. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,819
Previous 1,340 35.75%
Holding current value
$545,081
Previous $279,000 65.23%
% of portfolio
0.01%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$211.0 - $258.67 $101,069 - $123,902
479 Added 35.75%
1,819 $461,000
Q2 2024

Jul 18, 2024

BUY
$181.5 - $208.43 $59,532 - $68,365
328 Added 32.41%
1,340 $279,000
Q1 2024

May 01, 2024

SELL
$163.68 - $196.33 $47,958 - $57,524
-293 Reduced 22.45%
1,012 $194,000
Q4 2023

Jan 18, 2024

BUY
$126.39 - $173.41 $27,173 - $37,283
215 Added 19.72%
1,305 $180,000
Q3 2023

Oct 11, 2023

BUY
$118.06 - $145.97 $76,739 - $94,880
650 Added 147.73%
1,090 $135,000
Q2 2023

Jul 14, 2023

SELL
$105.74 - $124.93 $137,990 - $163,033
-1,305 Reduced 74.79%
440 $51,000
Q1 2023

Apr 17, 2023

BUY
$110.54 - $136.17 $83,126 - $102,399
752 Added 75.73%
1,745 $190,000
Q4 2022

Jan 17, 2023

BUY
$84.72 - $116.35 $66,674 - $91,567
787 Added 382.04%
993 $82,000
Q3 2022

Oct 21, 2022

BUY
$80.28 - $105.25 $3,933 - $5,157
49 Added 31.21%
206 $19,000
Q2 2022

Aug 09, 2022

BUY
$93.36 - $115.14 $14,657 - $18,076
157 New
157 $18,000

Others Institutions Holding EVR

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
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