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 160,042 shares of EVR stock, worth $40.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
160,042
Previous 128,322 24.72%
Holding current value
$40.6 Million
Previous $24.7 Million 34.98%
% of portfolio
0.01%
Previous 0.01%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $9.92B
  • 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
Track This Portfolio

Track Ubs Asset Management Americas Inc Portfolio

Follow Ubs Asset Management Americas Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ubs Asset Management Americas Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ubs Asset Management Americas Inc with notifications on news.