Schroder Investment Management Group Evercore Inc. Transaction History

Schroder Investment Management Group

$112 Billion
Q2 2025

A detailed history of Schroder Investment Management Group transactions in Evercore Inc. stock. As of the latest transaction made, Schroder Investment Management Group holds 201,095 shares of EVR stock, worth $59.2 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

201,095

Previous 81,622 146.37%

Holding current value

$59.2 Million

Previous $16.3 Million 233.1%

% of portfolio

0.05%

Previous 0.02%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$163.77 - $271.5 $19.6 Million - $32.4 Million	119,473 Added 146.37%	201,095 $54.3 Million
Q1 2025 May 13, 2025	SELL	$190.28 - $291.27 $7.11 Million - $10.9 Million	-37,387 Reduced 31.42%	81,622 $16.3 Million
Q4 2024 Feb 12, 2025	SELL	$247.66 - $315.67 $8.47 Million - $10.8 Million	-34,186 Reduced 22.32%	119,009 $33 Million
Q3 2024 Nov 13, 2024	SELL	$211.0 - $258.67 $7.9 Million - $9.69 Million	-37,454 Reduced 19.65%	153,195 $38.8 Million
Q2 2024 Aug 12, 2024	SELL	$181.5 - $208.43 $18.4 Million - $21.1 Million	-101,350 Reduced 34.71%	190,649 $39.7 Million
Q1 2024 May 14, 2024	SELL	$163.68 - $196.33 $3.97 Million - $4.76 Million	-24,234 Reduced 7.66%	291,999 $56.2 Million
Q4 2023 Feb 13, 2024	SELL	$126.39 - $173.41 $3.41 Million - $4.68 Million	-27,012 Reduced 7.87%	316,233 $54.1 Million
Q3 2023 Nov 14, 2023	BUY	$118.06 - $145.97 $8.46 Million - $10.5 Million	71,666 Added 26.39%	343,245 $47.3 Million
Q2 2023 Aug 11, 2023	SELL	$105.74 - $124.93 $3.35 Million - $3.96 Million	-31,673 Reduced 10.44%	271,579 $33.6 Million
Q1 2023 May 11, 2023	BUY	$110.54 - $136.17 $22.5 Million - $27.7 Million	203,301 Added 203.4%	303,252 $35 Million
Q4 2022 Feb 10, 2023	SELL	$84.72 - $116.35 $6,438 - $8,842	-76 Reduced 0.08%	99,951 $10.9 Million
Q3 2022 Nov 10, 2022	SELL	$80.28 - $105.25 $3.58 Million - $4.69 Million	-44,596 Reduced 30.84%	100,027 $8.23 Million
Q2 2022 Aug 11, 2022	SELL	$93.36 - $115.14 $4.48 Million - $5.52 Million	-47,945 Reduced 24.9%	144,623 $13.8 Million
Q1 2022 May 16, 2022	BUY	$108.18 - $139.71 $2.36 Million - $3.05 Million	21,819 Added 12.78%	192,568 $22 Million
Q4 2021 Feb 14, 2022	BUY	$128.95 - $163.18 $8.74 Million - $11.1 Million	67,782 Added 65.83%	170,749 $23.2 Million
Q3 2021 Nov 12, 2021	SELL	$125.41 - $143.61 $1.87 Million - $2.15 Million	-14,940 Reduced 12.67%	102,967 $13.8 Million
Q2 2021 Aug 13, 2021	BUY	$128.03 - $149.4 $10.3 Million - $12.1 Million	80,664 Added 216.59%	117,907 $16.6 Million
Q1 2021 May 17, 2021	SELL	$106.57 - $142.41 $3.34 Million - $4.47 Million	-31,375 Reduced 45.72%	37,243 $4.91 Million
Q4 2020 Feb 16, 2021	BUY	$66.15 - $111.57 $1.33 Million - $2.24 Million	20,042 Added 41.26%	68,618 $7.52 Million
Q3 2020 Nov 13, 2020	SELL	$53.7 - $66.35 $4.92 Million - $6.08 Million	-91,651 Reduced 65.36%	48,576 $3.35 Million
Q2 2020 Aug 13, 2020	SELL	$45.62 - $67.36 $3.08 Million - $4.55 Million	-67,565 Reduced 32.52%	140,227 $8.26 Million
Q1 2020 May 15, 2020	SELL	$35.75 - $82.26 $469,040 - $1.08 Million	-13,120 Reduced 5.94%	207,792 $10.2 Million
Q4 2019 Feb 11, 2020	BUY	$73.33 - $80.11 $13.5 Million - $14.8 Million	184,124 Added 500.5%	220,912 $16.5 Million
Q3 2019 Nov 12, 2019	BUY	$75.92 - $90.91 $803,461 - $962,100	10,583 Added 40.39%	36,788 $2.9 Million
Q2 2019 Aug 08, 2019	BUY	$77.23 - $98.02 $6,410 - $8,135	83 Added 0.32%	26,205 $2.32 Million
Q1 2019 May 14, 2019	BUY	$73.67 - $93.68 $80,373 - $102,204	1,091 Added 4.36%	26,122 $2.38 Million
Q4 2018 Feb 14, 2019	BUY	$64.9 - $98.8 $552,753 - $841,479	8,517 Added 51.57%	25,031 $1.79 Million
Q3 2018 Nov 13, 2018	BUY	$100.55 - $114.95 $232,069 - $265,304	2,308 Added 16.25%	16,514 $1.66 Million
Q2 2018 Aug 13, 2018	SELL	$86.8 - $112.05 $732,592 - $945,702	-8,440 Reduced 37.27%	14,206 $1.51 Million
Q1 2018 May 11, 2018	SELL	$83.35 - $101.8 $13.6 Million - $16.6 Million	-162,854 Reduced 87.79%	22,646 $1.98 Million
Q4 2017 Feb 09, 2018	SELL	$75.9 - $92.2 $2.03 Million - $2.46 Million	-26,700 Reduced 12.58%	185,500 $16.7 Million
Q3 2017 Nov 09, 2017	BUY	$70.35 - $80.8 $14.9 Million - $17.1 Million	212,200	212,200 $17 Million

Others Institutions Holding EVR

# of Institutions

650

Shares Held

35.2M

Call Options Held

337K

Put Options Held

116K

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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Schroder Investment Management Group Evercore Inc. Transaction History