Ubs Group Ag Evercore Inc. Transaction History

Ubs Group Ag

$452 Billion
Q3 2024

A detailed history of Ubs Group Ag transactions in Evercore Inc. stock. As of the latest transaction made, Ubs Group Ag holds 54,303 shares of EVR stock, worth $15.2 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

54,303

Previous 45,338 19.77%

Holding current value

$15.2 Million

Previous $9.45 Million 45.68%

% of portfolio

0.0%

Previous 0.0%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$211.0 - $258.67 $1.89 Million - $2.32 Million	8,965 Added 19.77%	54,303 $13.8 Million
Q2 2024 Aug 13, 2024	BUY	$181.5 - $208.43 $359,370 - $412,691	1,980 Added 4.57%	45,338 $9.45 Million
Q1 2024 May 13, 2024	SELL	$163.68 - $196.33 $1.53 Million - $1.84 Million	-9,355 Reduced 17.75%	43,358 $8.35 Million
Q4 2023 Feb 09, 2024	SELL	$126.39 - $173.41 $409,250 - $561,501	-3,238 Reduced 5.79%	52,713 $9.02 Million
Q3 2023 Nov 09, 2023	SELL	$118.06 - $145.97 $640,121 - $791,449	-5,422 Reduced 8.83%	55,951 $7.71 Million
Q2 2023 Aug 11, 2023	SELL	$105.74 - $124.93 $294,803 - $348,304	-2,788 Reduced 4.35%	61,373 $7.59 Million
Q1 2023 May 12, 2023	BUY	$110.54 - $136.17 $1.26 Million - $1.56 Million	11,429 Added 21.67%	64,161 $7.4 Million
Q4 2022 Feb 08, 2023	SELL	$84.72 - $116.35 $691,654 - $949,881	-8,164 Reduced 13.41%	52,732 $5.75 Million
Q3 2022 Nov 10, 2022	SELL	$80.28 - $105.25 $955,251 - $1.25 Million	-11,899 Reduced 16.35%	60,896 $5.01 Million
Q2 2022 Aug 10, 2022	BUY	$93.36 - $115.14 $66,472 - $81,979	712 Added 0.99%	72,795 $6.82 Million
Q1 2022 May 16, 2022	SELL	$108.18 - $139.71 $2.94 Million - $3.79 Million	-27,136 Reduced 27.35%	72,083 $8.03 Million
Q4 2021 Feb 14, 2022	SELL	$128.95 - $163.18 $1.67 Million - $2.11 Million	-12,923 Reduced 11.52%	99,219 $13.5 Million
Q3 2021 Nov 15, 2021	BUY	$125.41 - $143.61 $400,434 - $458,546	3,193 Added 2.93%	112,142 $15 Million
Q2 2021 Aug 13, 2021	BUY	$128.03 - $149.4 $1.66 Million - $1.93 Million	12,937 Added 13.47%	108,949 $15.3 Million
Q1 2021 May 12, 2021	BUY	$106.57 - $142.41 $536,793 - $717,319	5,037 Added 5.54%	96,012 $12.6 Million
Q4 2020 Feb 11, 2021	BUY	$66.15 - $111.57 $62,247 - $104,987	941 Added 1.05%	90,975 $9.97 Million
Q3 2020 Nov 12, 2020	BUY	$53.7 - $66.35 $2.08 Million - $2.57 Million	38,677 Added 75.31%	90,034 $5.89 Million
Q2 2020 Jul 31, 2020	BUY	$45.62 - $67.36 $1.64 Million - $2.42 Million	35,883 Added 231.89%	51,357 $3.03 Million
Q1 2020 May 01, 2020	SELL	$35.75 - $82.26 $3.23 Million - $7.44 Million	-90,445 Reduced 85.39%	15,474 $713,000
Q4 2019 Feb 14, 2020	BUY	$73.33 - $80.11 $1.91 Million - $2.09 Million	26,075 Added 32.66%	105,919 $7.92 Million
Q3 2019 Nov 14, 2019	SELL	$75.92 - $90.91 $1.59 Million - $1.91 Million	-21,001 Reduced 20.83%	79,844 $6.4 Million
Q2 2019 Aug 14, 2019	BUY	$77.23 - $98.02 $2.43 Million - $3.09 Million	31,490 Added 45.4%	100,845 $8.93 Million
Q1 2019 May 14, 2019	BUY	$73.67 - $93.68 $2.49 Million - $3.17 Million	33,865 Added 95.42%	69,355 $6.31 Million
Q4 2018 Feb 14, 2019	SELL	$64.9 - $98.8 $320,411 - $487,775	-4,937 Reduced 12.21%	35,490 $2.54 Million
Q3 2018 Nov 14, 2018	BUY	$100.55 - $114.95 $371,833 - $425,085	3,698 Added 10.07%	40,427 $4.07 Million
Q2 2018 Aug 14, 2018	BUY	$86.8 - $112.05 $490,940 - $633,754	5,656 Added 18.2%	36,729 $3.87 Million
Q1 2018 May 15, 2018	SELL	$83.35 - $101.8 $4.06 Million - $4.96 Million	-48,760 Reduced 61.08%	31,073 $2.71 Million
Q4 2017 Feb 14, 2018	BUY	$75.9 - $92.2 $4.01 Million - $4.88 Million	52,897 Added 196.38%	79,833 $7.19 Million
Q3 2017 Nov 14, 2017	SELL	$70.35 - $80.8 $1.26 Million - $1.45 Million	-17,958 Reduced 40.0%	26,936 $2.16 Million
Q2 2017 Aug 14, 2017	SELL	N/A	-32,788 Reduced 42.21%	44,894 $3.17 Million
Q1 2017 Nov 14, 2017	BUY	N/A	77,682	77,682 $6.05 Million

Others Institutions Holding EVR

# of Institutions

545

Shares Held

32.1M

Call Options Held

70.2K

Put Options Held

70.8K

View Full List

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...

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