A detailed history of Efg Asset Management (North America) Corp. transactions in Evercore Inc. stock. As of the latest transaction made, Efg Asset Management (North America) Corp. holds 11,064 shares of EVR stock, worth $3.09 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
11,064
Previous 11,108 0.4%
Holding current value
$3.09 Million
Previous $2.32 Million 21.12%
% of portfolio
0.48%
Previous 0.41%

Shares

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

Nov 12, 2024

SELL
$211.0 - $258.67 $9,284 - $11,381
-44 Reduced 0.4%
11,064 $2.8 Million
Q2 2024

Jul 25, 2024

BUY
$181.5 - $208.43 $9,619 - $11,046
53 Added 0.48%
11,108 $2.32 Million
Q1 2024

May 13, 2024

SELL
$163.68 - $196.33 $128,325 - $153,922
-784 Reduced 6.62%
11,055 $2.13 Million
Q4 2023

Feb 08, 2024

BUY
$126.39 - $173.41 $50,303 - $69,017
398 Added 3.48%
11,839 $2.03 Million
Q3 2023

Nov 02, 2023

SELL
$118.06 - $145.97 $339,894 - $420,247
-2,879 Reduced 20.1%
11,441 $1.58 Million
Q2 2023

Jul 28, 2023

BUY
$105.74 - $124.93 $675,678 - $798,302
6,390 Added 80.58%
14,320 $1.77 Million
Q1 2023

Apr 27, 2023

SELL
$110.54 - $136.17 $49,079 - $60,459
-444 Reduced 5.3%
7,930 $914,000
Q4 2022

Feb 03, 2023

SELL
$84.72 - $116.35 $23,891 - $32,810
-282 Reduced 3.26%
8,374 $913,000
Q3 2022

Oct 28, 2022

SELL
$80.28 - $105.25 $52,262 - $68,517
-651 Reduced 6.99%
8,656 $712,000
Q2 2022

Aug 04, 2022

SELL
$93.36 - $115.14 $1.02 Million - $1.25 Million
-10,872 Reduced 53.88%
9,307 $871,000
Q1 2022

Apr 26, 2022

SELL
$108.18 - $139.71 $422,551 - $545,707
-3,906 Reduced 16.22%
20,179 $2.25 Million
Q4 2021

Feb 18, 2022

BUY
$128.95 - $163.18 $3.11 Million - $3.93 Million
24,085 New
24,085 $3.27 Million

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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