Current Value of Holding

$24.7 Million

Shares

121 Thousand

% of Portfolio

0.22%

Average Buy Price

$76.9

Avg closing price
Price range

29 Chuck Royce Evercore Trades

Chuck Royce acquired 121 Thousand Evercore shares worth $24.7 Million. That's 0.22% of their equity portfolio (132nd largest holding). The first Evercore trade was made in Q1 2013. Since then Chuck Royce bought shares eight more times and sold shares on twenty occasions. The stake costed the investor $9.31 Million, netting the investor a gain of 165% so far.

Avg closing price
Price range
Increased shares by 15.4% (+16.2 Thousand shares) Q1 2024
Avg closing price $180.93
Price range $163.68 - $196.33
Increased shares by 19.5% (+17.1 Thousand shares) Q4 2023
Avg closing price $144.77
Price range $126.39 - $173.41
Sold 11.5% shares (-11.4 Thousand shares) Q3 2023
Avg closing price $135.75
Price range $118.06 - $145.97
Sold 1.4% shares (-1.37 Thousand shares) Q2 2023
Avg closing price $115.03
Price range $105.74 - $124.93
Sold 3.8% shares (-4.02 Thousand shares) Q1 2023
Avg closing price $124.29
Price range $110.54 - $136.17
Increased shares by 9.2% (+8.84 Thousand shares) Q4 2022
Avg closing price $104.38
Price range $84.72 - $116.35
Sold 3.2% shares (-3.14 Thousand shares) Q3 2022
Avg closing price $94.56
Price range $80.28 - $105.25
Sold 24.1% shares (-31.4 Thousand shares) Q2 2022
Avg closing price $106.55
Price range $93.36 - $115.14
Sold 4.7% shares (-6.42 Thousand shares) Q1 2022
Avg closing price $123.02
Price range $108.18 - $139.71
Sold 8.1% shares (-12 Thousand shares) Q4 2021
Avg closing price $145.81
Price range $128.95 - $163.18
Sold 30.5% shares (-65.2 Thousand shares) Q3 2021
Avg closing price $135.89
Price range $125.41 - $143.61
Sold 29.4% shares (-89.1 Thousand shares) Q2 2021
Avg closing price $139.78
Price range $128.03 - $149.40
Sold 5.1% shares (-16.2 Thousand shares) Q1 2021
Avg closing price $122.11
Price range $106.57 - $142.41
Sold 13.7% shares (-50.9 Thousand shares) Q4 2020
Avg closing price $89.00
Price range $66.15 - $111.57
Sold 2.8% shares (-10.5 Thousand shares) Q3 2020
Avg closing price $60.69
Price range $53.70 - $66.35
Sold 27.3% shares (-143 Thousand shares) Q2 2020
Avg closing price $54.39
Price range $45.62 - $67.36
Increased shares by 265.0% (+380 Thousand shares) Q1 2020
Avg closing price $66.98
Price range $35.75 - $82.26
Increased shares by 26.9% (+30.4 Thousand shares) Q4 2019
Avg closing price $76.22
Price range $73.33 - $80.11
New holding (+113 Thousand shares) Q3 2019
Avg closing price $82.86
Price range $75.92 - $90.91
Sold -11.3 Thousand shares Q3 2016
Avg closing price $50.28
Price range $43.47 - $52.77

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