A detailed history of Smartleaf Asset Management LLC transactions in Evercore Inc. stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 211 shares of EVR stock, worth $60,213. This represents 0.01% of its overall portfolio holdings.

Number of Shares
211
Previous 128 64.84%
Holding current value
$60,213
Previous $32.5 Million 80.26%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025

BUY
$247.66 - $315.67 $20,555 - $26,200
83 Added 64.84%
211 $58.6 Million
Q3 2024

Nov 13, 2024

BUY
$211.0 - $258.67 $5,064 - $6,208
24 Added 23.08%
128 $32.5 Million
Q2 2024

Aug 13, 2024

BUY
$181.5 - $208.43 $14,701 - $16,882
81 Added 352.17%
104 $20.5 Million
Q1 2024

Oct 07, 2024

SELL
$163.68 - $196.33 $13,258 - $15,902
-81 Reduced 77.88%
23 $4.42 Million
Q1 2024

May 02, 2024

BUY
$163.68 - $196.33 $3,764 - $4,515
23 New
23 $519,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $11.2B
  • 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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