Ubs Asset Management Americas Inc Evercore Inc. Transaction History

Ubs Asset Management Americas Inc

$477 Billion
Q2 2025

A detailed history of Ubs Asset Management Americas Inc transactions in Evercore Inc. stock. As of the latest transaction made, Ubs Asset Management Americas Inc holds 142,531 shares of EVR stock, worth $46.4 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

142,531

Previous 105,398 35.23%

Holding current value

$46.4 Million

Previous $21.1 Million 82.83%

% of portfolio

0.01%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$163.77 - $271.5 $6.08 Million - $10.1 Million	37,133 Added 35.23%	142,531 $38.5 Million
Q1 2025 May 19, 2025	BUY	$190.28 - $291.27 $54,990 - $84,177	289 Added 0.27%	105,398 $21.1 Million
Q4 2024 Feb 14, 2025	BUY	$247.66 - $315.67 $1.43 Million - $1.82 Million	5,763 Added 5.8%	105,109 $29.1 Million
Q3 2024 Nov 14, 2024	SELL	$211.0 - $258.67 $12.8 Million - $15.7 Million	-60,696 Reduced 37.93%	99,346 $25.2 Million
Q2 2024 Aug 13, 2024	BUY	$181.5 - $208.43 $5.76 Million - $6.61 Million	31,720 Added 24.72%	160,042 $33.4 Million
Q1 2024 May 15, 2024	BUY	$163.68 - $196.33 $93,788 - $112,497	573 Added 0.45%	128,322 $24.7 Million
Q4 2023 Feb 14, 2024	BUY	$126.39 - $173.41 $522,117 - $716,356	4,131 Added 3.34%	127,749 $21.9 Million
Q3 2023 Nov 13, 2023	SELL	$118.06 - $145.97 $1.85 Million - $2.29 Million	-15,672 Reduced 11.25%	123,618 $17 Million
Q1 2023 May 15, 2023	SELL	$110.54 - $136.17 $5.57 Million - $6.86 Million	-50,358 Reduced 26.55%	139,290 $16.1 Million
Q4 2022 Feb 14, 2023	BUY	$84.72 - $116.35 $16,605 - $22,804	196 Added 0.1%	189,648 $20.7 Million
Q3 2022 Nov 14, 2022	SELL	$80.28 - $105.25 $1.56 Million - $2.04 Million	-19,409 Reduced 9.29%	189,452 $15.6 Million
Q2 2022 Aug 12, 2022	BUY	$93.36 - $115.14 $711,309 - $877,251	7,619 Added 3.79%	208,861 $19.6 Million
Q1 2022 May 16, 2022	BUY	$108.18 - $139.71 $2.74 Million - $3.53 Million	25,290 Added 14.37%	201,242 $22.4 Million
Q4 2021 Feb 14, 2022	BUY	$128.95 - $163.18 $990,851 - $1.25 Million	7,684 Added 4.57%	175,952 $23.9 Million
Q3 2021 Nov 15, 2021	SELL	$125.41 - $143.61 $1.03 Million - $1.18 Million	-8,186 Reduced 4.64%	168,268 $22.5 Million
Q2 2021 Aug 16, 2021	SELL	$128.03 - $149.4 $1.8 Million - $2.11 Million	-14,092 Reduced 7.4%	176,454 $24.8 Million
Q1 2021 May 14, 2021	BUY	$106.57 - $142.41 $5.42 Million - $7.24 Million	50,838 Added 36.39%	190,546 $25.1 Million
Q4 2020 Mar 01, 2021	BUY	$66.15 - $111.57 $4.63 Million - $7.81 Million	69,972 Added 100.34%	139,708 $15.3 Million
Q3 2020 Nov 13, 2020	BUY	$53.7 - $66.35 $260,069 - $321,333	4,843 Added 7.46%	69,736 $4.56 Million
Q2 2020 Aug 14, 2020	SELL	$45.62 - $67.36 $710,212 - $1.05 Million	-15,568 Reduced 19.35%	64,893 $3.82 Million
Q1 2020 May 15, 2020	BUY	$35.75 - $82.26 $635,992 - $1.46 Million	17,790 Added 28.39%	80,461 $3.71 Million
Q4 2019 Feb 14, 2020	BUY	$73.33 - $80.11 $281,733 - $307,782	3,842 Added 6.53%	62,671 $4.69 Million
Q3 2019 Nov 14, 2019	BUY	$75.92 - $90.91 $97,557 - $116,819	1,285 Added 2.23%	58,829 $4.71 Million
Q2 2019 Aug 15, 2019	SELL	$77.23 - $98.02 $362,440 - $460,007	-4,693 Reduced 7.54%	57,544 $0
Q1 2019 May 14, 2019	BUY	$73.67 - $93.68 $373,948 - $475,519	5,076 Added 8.88%	62,237 $0
Q4 2018 Feb 13, 2019	SELL	$64.9 - $98.8 $503,494 - $766,490	-7,758 Reduced 11.95%	57,161 $4.09 Million
Q3 2018 Nov 14, 2018	BUY	$100.55 - $114.95 $543,372 - $621,189	5,404 Added 9.08%	64,919 $0
Q2 2018 Aug 14, 2018	BUY	$86.8 - $112.05 $2.15 Million - $2.77 Million	24,737 Added 71.13%	59,515 $0
Q1 2018 May 14, 2018	BUY	$83.35 - $101.8 $271,971 - $332,173	3,263 Added 10.35%	34,778 $0
Q4 2017 Feb 09, 2018	BUY	$75.9 - $92.2 $47,741 - $57,993	629 Added 2.04%	31,515 $0
Q3 2017 Nov 13, 2017	BUY	$70.35 - $80.8 $2.17 Million - $2.5 Million	30,886	30,886 $0

Others Institutions Holding EVR

# of Institutions

623

Shares Held

35.4M

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 $12.7B
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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Ubs Asset Management Americas Inc Evercore Inc. Transaction History