A detailed history of Ritholtz Wealth Management transactions in Evercore Inc. stock. As of the latest transaction made, Ritholtz Wealth Management holds 1,213 shares of EVR stock, worth $338,742. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,213
Previous 1,082 12.11%
Holding current value
$338,742
Previous $225,000 36.44%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024

BUY
$211.0 - $258.67 $27,641 - $33,885
131 Added 12.11%
1,213 $307,000
Q2 2024

Jul 31, 2024

BUY
$181.5 - $208.43 $196,383 - $225,521
1,082 New
1,082 $225,000
Q2 2022

Jul 15, 2022

SELL
$93.36 - $115.14 $297,164 - $366,490
-3,183 Closed
0 $0
Q1 2022

Apr 14, 2022

BUY
$108.18 - $139.71 $26,287 - $33,949
243 Added 8.27%
3,183 $354,000
Q4 2021

Jan 18, 2022

BUY
$128.95 - $163.18 $134,108 - $169,707
1,040 Added 54.74%
2,940 $399,000
Q3 2021

Oct 14, 2021

BUY
$125.41 - $143.61 $238,279 - $272,859
1,900 New
1,900 $254,000

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
Track This Portfolio

Track Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.