A detailed history of Coldstream Capital Management Inc transactions in Evercore Inc. stock. As of the latest transaction made, Coldstream Capital Management Inc holds 2,799 shares of EVR stock, worth $781,648. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,799
Previous 2,791 0.29%
Holding current value
$781,648
Previous $581,000 22.03%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 15, 2024

BUY
$211.0 - $258.67 $1,688 - $2,069
8 Added 0.29%
2,799 $709,000
Q2 2024

Aug 07, 2024

BUY
$181.5 - $208.43 $1,089 - $1,250
6 Added 0.22%
2,791 $581,000
Q1 2024

May 13, 2024

BUY
$163.68 - $196.33 $982 - $1,177
6 Added 0.22%
2,785 $536,000
Q4 2023

Feb 09, 2024

BUY
$126.39 - $173.41 $16,430 - $22,543
130 Added 4.91%
2,779 $475,000
Q3 2023

Nov 02, 2023

SELL
$118.06 - $145.97 $2,951 - $3,649
-25 Reduced 0.93%
2,649 $365,000
Q1 2023

May 15, 2023

BUY
$110.54 - $136.17 $3,979 - $4,902
36 Added 1.36%
2,674 $308,000
Q4 2022

Jan 10, 2023

SELL
$84.72 - $116.35 $5,930 - $8,144
-70 Reduced 2.58%
2,638 $0
Q2 2022

Aug 08, 2022

BUY
$93.36 - $115.14 $252,818 - $311,799
2,708 New
2,708 $253,000
Q2 2022

Aug 08, 2022

SELL
$93.36 - $115.14 $243,389 - $300,169
-2,607 Closed
0 $0
Q1 2022

May 11, 2022

BUY
$108.18 - $139.71 $5,084 - $6,566
47 Added 1.84%
2,607 $290,000
Q4 2021

Feb 11, 2022

BUY
$128.95 - $163.18 $330,112 - $417,740
2,560 New
2,560 $348,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $10.9B
  • 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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