Joel Greenblatt Evercore Inc. Transaction History

Gotham Asset Management, LLC

$10.2 Billion
Q4 2024

A detailed history of Joel Greenblatt (Gotham Asset Management, LLC) transactions in Evercore Inc. stock. As of the latest transaction made, Gotham Asset Management, LLC holds 21,433 shares of EVR stock, worth $5.77 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

21,433

Previous 22,592 5.13%

Holding current value

$5.77 Million

Previous $5.73 Million 3.75%

% of portfolio

0.06%

Previous 0.06%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$247.66 - $315.67 $287,037 - $365,861	-1,159 Reduced 5.13%	21,433 $5.94 Million
Q3 2024 Nov 14, 2024	SELL	$211.0 - $258.67 $346,884 - $425,253	-1,644 Reduced 6.78%	22,592 $5.73 Million
Q2 2024 Aug 14, 2024	SELL	$181.5 - $208.43 $51,727 - $59,402	-285 Reduced 1.16%	24,236 $5.05 Million
Q1 2024 May 15, 2024	SELL	$163.68 - $196.33 $23,406 - $28,075	-143 Reduced 0.58%	24,521 $4.72 Million
Q4 2023 Feb 14, 2024	SELL	$126.39 - $173.41 $83,291 - $114,277	-659 Reduced 2.6%	24,664 $4.22 Million
Q3 2023 Nov 14, 2023	SELL	$118.06 - $145.97 $42,147 - $52,111	-357 Reduced 1.39%	25,323 $3.49 Million
Q2 2023 Aug 14, 2023	SELL	$105.74 - $124.93 $239,395 - $282,841	-2,264 Reduced 8.1%	25,680 $3.17 Million
Q1 2023 May 15, 2023	BUY	$110.54 - $136.17 $115,182 - $141,889	1,042 Added 3.87%	27,944 $3.22 Million
Q4 2022 Feb 14, 2023	SELL	$84.72 - $116.35 $297,706 - $408,853	-3,514 Reduced 11.55%	26,902 $2.93 Million
Q3 2022 Nov 14, 2022	BUY	$80.28 - $105.25 $760,091 - $996,507	9,468 Added 45.2%	30,416 $2.5 Million
Q2 2022 Aug 15, 2022	BUY	$93.36 - $115.14 $638,769 - $787,787	6,842 Added 48.5%	20,948 $1.96 Million
Q1 2022 May 16, 2022	BUY	$108.18 - $139.71 $312,207 - $403,203	2,886 Added 25.72%	14,106 $1.57 Million
Q4 2021 Feb 14, 2022	BUY	$128.95 - $163.18 $427,856 - $541,431	3,318 Added 41.99%	11,220 $1.52 Million
Q3 2021 Nov 15, 2021	SELL	$125.41 - $143.61 $180,966 - $207,229	-1,443 Reduced 15.44%	7,902 $1.06 Million
Q2 2021 Aug 16, 2021	BUY	$128.03 - $149.4 $515,704 - $601,783	4,028 Added 75.76%	9,345 $1.32 Million
Q1 2021 May 17, 2021	SELL	$106.57 - $142.41 $165,609 - $221,305	-1,554 Reduced 22.62%	5,317 $700,000
Q4 2020 Feb 16, 2021	SELL	$66.15 - $111.57 $174,702 - $294,656	-2,641 Reduced 27.76%	6,871 $753,000
Q3 2020 Nov 16, 2020	SELL	$53.7 - $66.35 $81,087 - $100,188	-1,510 Reduced 13.7%	9,512 $623,000
Q2 2020 Aug 13, 2020	SELL	$45.62 - $67.36 $209,760 - $309,721	-4,598 Reduced 29.44%	11,022 $649,000
Q1 2020 May 15, 2020	BUY	$35.75 - $82.26 $308,200 - $709,163	8,621 Added 123.17%	15,620 $719,000
Q4 2019 Feb 14, 2020	BUY	$73.33 - $80.11 $185,084 - $202,197	2,524 Added 56.4%	6,999 $523,000
Q3 2019 Nov 14, 2019	SELL	$75.92 - $90.91 $87,535 - $104,819	-1,153 Reduced 20.49%	4,475 $358,000
Q2 2019 Aug 14, 2019	SELL	$77.23 - $98.02 $266,134 - $337,776	-3,446 Reduced 37.98%	5,628 $498,000
Q1 2019 May 15, 2019	BUY	$73.67 - $93.68 $378,884 - $481,796	5,143 Added 130.83%	9,074 $826,000
Q4 2018 Feb 14, 2019	BUY	$64.9 - $98.8 $255,121 - $388,382	3,931 New	3,931 $281,000
Q2 2018 Aug 14, 2018	SELL	$86.8 - $112.05 $478,528 - $617,731	-5,513 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$83.35 - $101.8 $103,604 - $126,537	1,243 Added 29.11%	5,513 $481,000
Q4 2017 Feb 14, 2018	SELL	$75.9 - $92.2 $49,942 - $60,667	-658 Reduced 13.35%	4,270 $384,000
Q3 2017 Nov 14, 2017	BUY	$70.35 - $80.8 $346,684 - $398,182	4,928	4,928 $395,000

Others Institutions Holding EVR

# of Institutions

613

Shares Held

32.6M

Call Options Held

87.4K

Put Options Held

51.9K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $10.5B
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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