EVR

Evercore Inc - A

Latest period2024 - Q4Total superinvestors57

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 57 superinvestors own shares of Evercore Inc - A (EVR), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Evercore Inc - A (EVR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Evercore Inc - A (EVR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Evercore Inc - A (EVR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Robert Key@Ccm Investment Advisers Llc
Recent Activity
Decreased -11.37%
1.8%
$16.245M
58,606 shares@ 277.2 avg price
Robin J. Harrison@Campbell Newman Asset Management Inc
Recent Activity
Decreased -0.54%
0.22%
$2.648M
9,551 shares@ 277.2 avg price
Ashleigh Swayze@Radnor Capital Management, Llc
Recent Activity
Decreased -0.23%
0.3%
$1.737M
6,265 shares@ 277.26 avg price
John Brocker@Legacy Wealth Asset Management, Llc
Recent Activity
Decreased -8.32%
0.36%
$1.3M
4,691 shares@ 277.19 avg price
Robert Netzly@Inspire Investing, Llc
Recent Activity
Decreased -7.61%
0.14%
$1.18M
4,257 shares@ 277.2 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Decreased -59.81%
0.01%
$1.049M
3,785 shares@ 277.19 avg price
Christina Duncan@Trivant Custom Portfolio Group, Llc
Recent Activity
Decreased -0.75%
0.56%
$951,594
3,433 shares@ 277.2 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -9.39%
0.02%
$797,000
2,874 shares@ 277.32 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Decreased -3.12%
0.05%
$537,084
2,043 shares@ 262.89 avg price
Jeffrey McGrath@Cetera Trust Company, N.a
Recent Activity
Decreased -5.18%
0.31%
$476,767
1,720 shares@ 277.2 avg price