A detailed history of Shelton Capital Management transactions in Evercore Inc. stock. As of the latest transaction made, Shelton Capital Management holds 1,401 shares of EVR stock, worth $386,451. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,401
Previous 1,447 3.18%
Holding current value
$386,451
Previous $301,000 17.94%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$211.0 - $258.67 $9,706 - $11,898
-46 Reduced 3.18%
1,401 $355,000
Q2 2024

Aug 13, 2024

SELL
$181.5 - $208.43 $14,338 - $16,465
-79 Reduced 5.18%
1,447 $301,000
Q4 2023

Feb 14, 2024

SELL
$126.39 - $173.41 $29,701 - $40,751
-235 Reduced 13.34%
1,526 $261,000
Q2 2023

Aug 10, 2023

SELL
$105.74 - $124.93 $8,776 - $10,369
-83 Reduced 4.5%
1,761 $217,000
Q4 2022

Feb 13, 2023

BUY
$84.72 - $116.35 $156,223 - $214,549
1,844 New
1,844 $201,000
Q2 2022

Aug 11, 2022

SELL
$93.36 - $115.14 $196,149 - $241,909
-2,101 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
$128.95 - $163.18 $32,753 - $41,447
-254 Reduced 10.79%
2,101 $285,000
Q4 2020

Feb 16, 2021

BUY
$66.15 - $111.57 $155,783 - $262,747
2,355 New
2,355 $258,000
Q1 2020

May 13, 2020

SELL
$35.75 - $82.26 $97,812 - $225,063
-2,736 Closed
0 $0
Q3 2019

Nov 13, 2019

SELL
$75.92 - $90.91 $15,184 - $18,182
-200 Reduced 6.81%
2,736 $219,000
Q2 2019

Aug 14, 2019

BUY
$77.23 - $98.02 $206,126 - $261,615
2,669 Added 999.63%
2,936 $260,000
Q1 2019

May 10, 2019

SELL
$73.67 - $93.68 $196,625 - $250,031
-2,669 Reduced 90.91%
267 $2.94 Million
Q1 2018

May 15, 2018

SELL
$83.35 - $101.8 $61,595 - $75,230
-739 Reduced 20.11%
2,936 $256,000
Q3 2017

Nov 28, 2017

BUY
$70.35 - $80.8 $258,536 - $296,940
3,675 New
3,675 $295,000
Q3 2017

Nov 14, 2017

SELL
$70.35 - $80.8 $273,872 - $314,554
-3,893 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
285 Added 7.9%
3,893 $274,000
Q1 2017

Nov 28, 2017

BUY
N/A
292 Added 8.81%
3,608 $281,000
Q3 2016

Dec 04, 2017

BUY
N/A
3,316
3,316 $228,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $10.8B
  • 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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