Scout Investments, Inc. Evercore Inc. Transaction History

Scout Investments, Inc.

$3.4 Billion
Q3 2024

A detailed history of Scout Investments, Inc. transactions in Evercore Inc. stock. As of the latest transaction made, Scout Investments, Inc. holds 145,751 shares of EVR stock, worth $45.4 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

145,751

Previous 262,147 44.4%

Holding current value

$45.4 Million

Previous $54.6 Million 32.38%

% of portfolio

1.09%

Previous 1.58%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$211.0 - $258.67 $24.6 Million - $30.1 Million	-116,396 Reduced 44.4%	145,751 $36.9 Million
Q2 2024 Aug 12, 2024	SELL	$181.5 - $208.43 $2.27 Million - $2.6 Million	-12,498 Reduced 4.55%	262,147 $54.6 Million
Q1 2024 May 09, 2024	SELL	$163.68 - $196.33 $6.05 Million - $7.26 Million	-36,977 Reduced 11.87%	274,645 $52.9 Million
Q4 2023 Feb 13, 2024	SELL	$126.39 - $173.41 $3.72 Million - $5.11 Million	-29,446 Reduced 8.63%	311,622 $53.3 Million
Q3 2023 Nov 09, 2023	BUY	$118.06 - $145.97 $13 Million - $16.1 Million	110,442 Added 47.89%	341,068 $47 Million
Q2 2023 Aug 14, 2023	SELL	$105.74 - $124.93 $446,011 - $526,954	-4,218 Reduced 1.8%	230,626 $28.5 Million
Q1 2023 May 11, 2023	BUY	$110.54 - $136.17 $26 Million - $32 Million	234,844 New	234,844 $27.1 Million
Q2 2022 Jul 15, 2022	SELL	$93.36 - $115.14 $10.8 Million - $13.3 Million	-115,583 Closed	0 $0
Q1 2022 Apr 14, 2022	SELL	$108.18 - $139.71 $14.4 Million - $18.6 Million	-133,103 Reduced 53.52%	115,583 $12.9 Million
Q4 2021 Jan 14, 2022	SELL	$128.95 - $163.18 $24 Million - $30.4 Million	-186,140 Reduced 42.81%	248,686 $33.8 Million
Q3 2021 Oct 13, 2021	SELL	$125.41 - $143.61 $1.76 Million - $2.02 Million	-14,070 Reduced 3.13%	434,826 $58.1 Million
Q2 2021 Jul 23, 2021	SELL	$128.03 - $149.4 $58.2 Million - $68 Million	-454,928 Reduced 50.33%	448,896 $63.2 Million
Q1 2021 Apr 09, 2021	BUY	$106.57 - $142.41 $26.7 Million - $35.6 Million	250,164 Added 38.27%	903,824 $119 Million
Q4 2020 Jan 12, 2021	SELL	$66.15 - $111.57 $5.37 Million - $9.06 Million	-81,169 Reduced 11.05%	653,660 $71.7 Million
Q3 2020 Oct 13, 2020	BUY	$53.7 - $66.35 $5.96 Million - $7.36 Million	111,001 Added 17.79%	734,829 $48.1 Million
Q2 2020 Jul 14, 2020	BUY	$45.62 - $67.36 $2.53 Million - $3.74 Million	55,450 Added 9.76%	623,828 $36.8 Million
Q1 2020 Apr 16, 2020	BUY	$35.75 - $82.26 $4.45 Million - $10.2 Million	124,534 Added 28.06%	568,378 $26.2 Million
Q4 2019 Jan 08, 2020	BUY	$73.33 - $80.11 $5.5 Million - $6.01 Million	75,012 Added 20.34%	443,844 $33.2 Million
Q3 2019 Oct 08, 2019	SELL	$75.92 - $90.91 $9.54 Million - $11.4 Million	-125,646 Reduced 25.41%	368,832 $29.5 Million
Q2 2019 Jul 10, 2019	BUY	$77.23 - $98.02 $14.8 Million - $18.7 Million	191,230 Added 63.06%	494,478 $43.8 Million
Q1 2019 Apr 12, 2019	BUY	$73.67 - $93.68 $17.8 Million - $22.6 Million	241,085 Added 387.83%	303,248 $27.6 Million
Q4 2018 Jan 11, 2019	SELL	$64.9 - $98.8 $10.8 Million - $16.5 Million	-167,066 Reduced 72.88%	62,163 $4.45 Million
Q3 2018 Oct 15, 2018	BUY	$100.55 - $114.95 $128,301 - $146,676	1,276 Added 0.56%	229,229 $23 Million
Q2 2018 Jul 16, 2018	BUY	$86.8 - $112.05 $2.95 Million - $3.8 Million	33,931 Added 17.49%	227,953 $24 Million
Q1 2018 May 09, 2018	BUY	$83.35 - $101.8 $16.2 Million - $19.8 Million	194,022 New	194,022 $16.9 Million

Others Institutions Holding EVR

# of Institutions

544

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 $12.2B
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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Scout Investments, Inc. Evercore Inc. Transaction History