A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 8,440 shares of EVR stock, worth $2.55 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,440
Previous 7,932 6.4%
Holding current value
$2.55 Million
Previous $1.65 Million 29.4%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$211.0 - $258.67 $107,188 - $131,404
508 Added 6.4%
8,440 $2.14 Million
Q2 2024

Aug 12, 2024

BUY
$181.5 - $208.43 $232,320 - $266,790
1,280 Added 19.24%
7,932 $1.65 Million
Q1 2024

May 09, 2024

SELL
$163.68 - $196.33 $173,173 - $207,717
-1,058 Reduced 13.72%
6,652 $1.28 Million
Q4 2023

Feb 07, 2024

BUY
$126.39 - $173.41 $286,526 - $393,120
2,267 Added 41.65%
7,710 $1.32 Million
Q3 2023

Nov 08, 2023

BUY
$118.06 - $145.97 $45,689 - $56,490
387 Added 7.65%
5,443 $750,000
Q2 2023

Jul 28, 2023

BUY
$105.74 - $124.93 $25,271 - $29,858
239 Added 4.96%
5,056 $624,000
Q1 2023

May 10, 2023

BUY
$110.54 - $136.17 $93,627 - $115,335
847 Added 21.34%
4,817 $555,000
Q4 2022

Feb 10, 2023

BUY
$84.72 - $116.35 $53,119 - $72,951
627 Added 18.76%
3,970 $432,000
Q3 2022

Nov 14, 2022

SELL
$80.28 - $105.25 $5,378 - $7,051
-67 Reduced 1.96%
3,343 $275,000
Q2 2022

Aug 09, 2022

BUY
$93.36 - $115.14 $139,293 - $171,788
1,492 Added 77.79%
3,410 $319,000
Q1 2022

May 16, 2022

BUY
$108.18 - $139.71 $207,489 - $267,963
1,918 New
1,918 $214,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $11.8B
  • 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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