Xponance, Inc. Evercore Inc. Transaction History

Xponance, Inc.

$10.2 Billion
Q3 2024

A detailed history of Xponance, Inc. transactions in Evercore Inc. stock. As of the latest transaction made, Xponance, Inc. holds 3,945 shares of EVR stock, worth $1.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,945

Previous 3,917 0.71%

Holding current value

$1.1 Million

Previous $816,000 22.55%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$211.0 - $258.67 $5,908 - $7,242	28 Added 0.71%	3,945 $1 Million
Q2 2024 Aug 14, 2024	SELL	$181.5 - $208.43 $70,966 - $81,496	-391 Reduced 9.08%	3,917 $816,000
Q1 2024 May 13, 2024	BUY	$163.68 - $196.33 $3,273 - $3,926	20 Added 0.47%	4,308 $829,000
Q4 2023 Jan 31, 2024	SELL	$126.39 - $173.41 $758 - $1,040	-6 Reduced 0.14%	4,288 $733,000
Q3 2023 Oct 23, 2023	SELL	$118.06 - $145.97 $4,368 - $5,400	-37 Reduced 0.85%	4,294 $592,000
Q2 2023 Jul 13, 2023	SELL	$105.74 - $124.93 $45,996 - $54,344	-435 Reduced 9.13%	4,331 $535,000
Q1 2023 Apr 17, 2023	BUY	$110.54 - $136.17 $1,879 - $2,314	17 Added 0.36%	4,766 $549,000
Q4 2022 Jan 23, 2023	BUY	$84.72 - $116.35 $41,428 - $56,895	489 Added 11.48%	4,749 $0
Q3 2022 Oct 24, 2022	SELL	$80.28 - $105.25 $40,782 - $53,467	-508 Reduced 10.65%	4,260 $350,000
Q2 2022 Aug 02, 2022	BUY	$93.36 - $115.14 $47,240 - $58,260	506 Added 11.87%	4,768 $446,000
Q1 2022 Apr 20, 2022	SELL	$108.18 - $139.71 $6,490 - $8,382	-60 Reduced 1.39%	4,262 $474,000
Q4 2021 Jan 31, 2022	SELL	$128.95 - $163.18 $15,473 - $19,581	-120 Reduced 2.7%	4,322 $587,000
Q3 2021 Nov 05, 2021	SELL	$125.41 - $143.61 $43,266 - $49,545	-345 Reduced 7.21%	4,442 $594,000
Q2 2021 Aug 12, 2021	BUY	$128.03 - $149.4 $45,322 - $52,887	354 Added 7.99%	4,787 $674,000
Q1 2021 May 10, 2021	BUY	$106.57 - $142.41 $19,608 - $26,203	184 Added 4.33%	4,433 $584,000
Q4 2020 Feb 11, 2021	SELL	$66.15 - $111.57 $2,646 - $4,462	-40 Reduced 0.93%	4,249 $466,000
Q3 2020 Oct 26, 2020	BUY	$53.7 - $66.35 $34,475 - $42,596	642 Added 17.6%	4,289 $281,000
Q2 2020 Aug 14, 2020	BUY	$45.62 - $67.36 $166,376 - $245,661	3,647 New	3,647 $215,000

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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