A detailed history of Summit Global Investments transactions in Evercore Inc. stock. As of the latest transaction made, Summit Global Investments holds 2,811 shares of EVR stock, worth $870,088. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,811
Previous 7,944 64.61%
Holding current value
$870,088
Previous $1.66 Million 57.0%
% of portfolio
0.05%
Previous 0.11%

Shares

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

Oct 31, 2024

SELL
$211.0 - $258.67 $1.08 Million - $1.33 Million
-5,133 Reduced 64.61%
2,811 $712,000
Q2 2024

Jul 22, 2024

BUY
$181.5 - $208.43 $1.44 Million - $1.66 Million
7,944 New
7,944 $1.66 Million
Q4 2023

Feb 06, 2024

BUY
$126.39 - $173.41 $163,043 - $223,698
1,290 New
1,290 $221,000
Q1 2023

May 04, 2023

BUY
$110.54 - $136.17 $353,838 - $435,880
3,201 New
3,201 $369,000
Q2 2018

Aug 10, 2018

SELL
$86.8 - $112.05 $529,480 - $683,505
-6,100 Closed
0 $0
Q1 2018

May 03, 2018

BUY
$83.35 - $101.8 $508,434 - $620,980
6,100 New
6,100 $532,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $12.1B
  • 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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