Ubs Group Ag Evercore Inc. Transaction History

Ubs Group Ag

$528 Billion
Q1 2025

A detailed history of Ubs Group Ag transactions in Evercore Inc. stock. As of the latest transaction made, Ubs Group Ag holds 782,186 shares of EVR stock, worth $182 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

782,186

Previous 181,945 329.9%

Holding current value

$182 Million

Previous $50.4 Million 209.75%

% of portfolio

0.03%

Previous 0.01%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$190.28 - $291.27 $114 Million - $175 Million	600,241 Added 329.9%	782,186 $156 Million
Q4 2024 Feb 14, 2025	BUY	$247.66 - $315.67 $31.6 Million - $40.3 Million	127,642 Added 235.06%	181,945 $50.4 Million
Q3 2024 Nov 14, 2024	BUY	$211.0 - $258.67 $1.89 Million - $2.32 Million	8,965 Added 19.77%	54,303 $13.8 Million
Q2 2024 Aug 13, 2024	BUY	$181.5 - $208.43 $359,370 - $412,691	1,980 Added 4.57%	45,338 $9.45 Million
Q1 2024 May 13, 2024	SELL	$163.68 - $196.33 $1.53 Million - $1.84 Million	-9,355 Reduced 17.75%	43,358 $8.35 Million
Q4 2023 Feb 09, 2024	SELL	$126.39 - $173.41 $409,250 - $561,501	-3,238 Reduced 5.79%	52,713 $9.02 Million
Q3 2023 Nov 09, 2023	SELL	$118.06 - $145.97 $640,121 - $791,449	-5,422 Reduced 8.83%	55,951 $7.71 Million
Q2 2023 Aug 11, 2023	SELL	$105.74 - $124.93 $294,803 - $348,304	-2,788 Reduced 4.35%	61,373 $7.59 Million
Q1 2023 May 12, 2023	BUY	$110.54 - $136.17 $1.26 Million - $1.56 Million	11,429 Added 21.67%	64,161 $7.4 Million
Q4 2022 Feb 08, 2023	SELL	$84.72 - $116.35 $691,654 - $949,881	-8,164 Reduced 13.41%	52,732 $5.75 Million
Q3 2022 Nov 10, 2022	SELL	$80.28 - $105.25 $955,251 - $1.25 Million	-11,899 Reduced 16.35%	60,896 $5.01 Million
Q2 2022 Aug 10, 2022	BUY	$93.36 - $115.14 $66,472 - $81,979	712 Added 0.99%	72,795 $6.82 Million
Q1 2022 May 16, 2022	SELL	$108.18 - $139.71 $2.94 Million - $3.79 Million	-27,136 Reduced 27.35%	72,083 $8.03 Million
Q4 2021 Feb 14, 2022	SELL	$128.95 - $163.18 $1.67 Million - $2.11 Million	-12,923 Reduced 11.52%	99,219 $13.5 Million
Q3 2021 Nov 15, 2021	BUY	$125.41 - $143.61 $400,434 - $458,546	3,193 Added 2.93%	112,142 $15 Million
Q2 2021 Aug 13, 2021	BUY	$128.03 - $149.4 $1.66 Million - $1.93 Million	12,937 Added 13.47%	108,949 $15.3 Million
Q1 2021 May 12, 2021	BUY	$106.57 - $142.41 $536,793 - $717,319	5,037 Added 5.54%	96,012 $12.6 Million
Q4 2020 Feb 11, 2021	BUY	$66.15 - $111.57 $62,247 - $104,987	941 Added 1.05%	90,975 $9.97 Million
Q3 2020 Nov 12, 2020	BUY	$53.7 - $66.35 $2.08 Million - $2.57 Million	38,677 Added 75.31%	90,034 $5.89 Million
Q2 2020 Jul 31, 2020	BUY	$45.62 - $67.36 $1.64 Million - $2.42 Million	35,883 Added 231.89%	51,357 $3.03 Million
Q1 2020 May 01, 2020	SELL	$35.75 - $82.26 $3.23 Million - $7.44 Million	-90,445 Reduced 85.39%	15,474 $713,000
Q4 2019 Feb 14, 2020	BUY	$73.33 - $80.11 $1.91 Million - $2.09 Million	26,075 Added 32.66%	105,919 $7.92 Million
Q3 2019 Nov 14, 2019	SELL	$75.92 - $90.91 $1.59 Million - $1.91 Million	-21,001 Reduced 20.83%	79,844 $6.4 Million
Q2 2019 Aug 14, 2019	BUY	$77.23 - $98.02 $2.43 Million - $3.09 Million	31,490 Added 45.4%	100,845 $8.93 Million
Q1 2019 May 14, 2019	BUY	$73.67 - $93.68 $2.49 Million - $3.17 Million	33,865 Added 95.42%	69,355 $6.31 Million
Q4 2018 Feb 14, 2019	SELL	$64.9 - $98.8 $320,411 - $487,775	-4,937 Reduced 12.21%	35,490 $2.54 Million
Q3 2018 Nov 14, 2018	BUY	$100.55 - $114.95 $371,833 - $425,085	3,698 Added 10.07%	40,427 $4.07 Million
Q2 2018 Aug 14, 2018	BUY	$86.8 - $112.05 $490,940 - $633,754	5,656 Added 18.2%	36,729 $3.87 Million
Q1 2018 May 15, 2018	SELL	$83.35 - $101.8 $4.06 Million - $4.96 Million	-48,760 Reduced 61.08%	31,073 $2.71 Million
Q4 2017 Feb 14, 2018	BUY	$75.9 - $92.2 $4.01 Million - $4.88 Million	52,897 Added 196.38%	79,833 $7.19 Million
Q3 2017 Nov 14, 2017	SELL	$70.35 - $80.8 $1.26 Million - $1.45 Million	-17,958 Reduced 40.0%	26,936 $2.16 Million
Q2 2017 Aug 14, 2017	SELL	N/A	-32,788 Reduced 42.21%	44,894 $3.17 Million
Q1 2017 Nov 14, 2017	BUY	N/A	77,682	77,682 $6.05 Million

Others Institutions Holding EVR

# of Institutions

606

Shares Held

34.1M

Call Options Held

238K

Put Options Held

183K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $9.1B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ubs Group Ag, based on Form 13F filings with the SEC.

News

Stay updated on Ubs Group Ag with notifications on news.

Account