Toroso Investments, LLC Evercore Inc. Transaction History

Toroso Investments, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 15, 2023	SELL	$118.06 - $145.97 $141,081 - $174,434	-1,195 Reduced 10.84%	9,831 $1.36 Million
Q2 2023 Aug 14, 2023	SELL	$105.74 - $124.93 $65,241 - $77,081	-617 Reduced 5.3%	11,026 $1.36 Million
Q1 2023 May 15, 2023	SELL	$110.54 - $136.17 $206,820 - $254,774	-1,871 Reduced 13.84%	11,643 $1.34 Million
Q4 2022 Feb 15, 2023	SELL	$84.72 - $116.35 $150,293 - $206,404	-1,774 Reduced 11.6%	13,514 $1.47 Million
Q3 2022 Nov 23, 2022	SELL	$80.28 - $105.25 $7,867 - $10,314	-98 Reduced 0.64%	15,288 $1.26 Million
Q2 2022 Aug 15, 2022	BUY	$93.36 - $115.14 $128,930 - $159,008	1,381 Added 9.86%	15,386 $1.44 Million
Q1 2022 May 20, 2022	BUY	$108.18 - $139.71 $165,190 - $213,337	1,527 Added 12.24%	14,005 $1.56 Million
Q4 2021 Feb 16, 2022	BUY	$128.95 - $163.18 $261,252 - $330,602	2,026 Added 19.38%	12,478 $1.7 Million
Q3 2021 Nov 15, 2021	BUY	$125.41 - $143.61 $228,873 - $262,088	1,825 Added 21.15%	10,452 $1.4 Million
Q2 2021 Aug 13, 2021	BUY	$128.03 - $149.4 $1.1 Million - $1.29 Million	8,627 New	8,627 $1.21 Million

495

33.6M

31.7K

47K

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $9.74B
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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