Joel Greenblatt - Gotham Asset Management
Holding/activity history for Evercore Inc. (EVR)
← All EVR superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 20,676 | 0.02 | Reduce 0.54% | <0.01 | $265.87–388.71 · VW $318.80i | $6,171,993 | SEC |
| 2025 Q4 | 20,788 | 0.03 | Reduce 0.03% | $288.00–353.30 · VW $316.46i | $7,073,117 | SEC | |
| 2025 Q3 | 20,794 | 0.03 | Reduce 1.78% | <0.01 | $266.45–364.42 · VW $312.31i | $7,014,232 | SEC |
| 2025 Q2 | 21,170 | 0.03 | $270.02 | $5,716,323 | SEC | ||
| 2025 Q1 | 21,170 | 0.04 | Reduce 1.23% | <0.01 | $185.06–297.63 · VW $239.59i | $4,228,072 | SEC |
| 2024 Q4 | 21,433 | 0.06 | Reduce 5.13% | <0.01 | $245.16–324.06 · VW $281.83i | $5,941,013 | SEC |
| 2024 Q3 | 22,592 | 0.06 | Reduce 6.78% | <0.01 | $207.53–259.70 · VW $239.61i | $5,723,457 | SEC |
| 2024 Q2 | 24,236 | 0.07 | Reduce 1.16% | <0.01 | $175.24–208.76 · VW $193.42i | $5,051,509 | SEC |
| 2024 Q1 | 24,521 | 0.07 | Reduce 0.58% | <0.01 | $162.72–198.99 · VW $183.02i | $4,722,499 | SEC |
| 2023 Q4 | 24,664 | 0.08 | Reduce 2.60% | <0.01 | $124.53–174.04 · VW $144.31i | $4,218,777 | SEC |
| 2023 Q3 | 25,323 | 0.07 | Reduce 1.39% | <0.01 | $117.16–146.99 · VW $135.59i | $3,491,535 | SEC |
| 2023 Q2 | 25,680 | 0.07 | Reduce 8.10% | <0.01 | $104.36–127.62 · VW $115.30i | $3,173,791 | SEC |
| 2023 Q1 | 27,944 | 0.08 | Add 3.87% | <0.01 | $107.14–137.42 · VW $124.34i | $3,224,179 | SEC |
| 2022 Q4 | 26,902 | 0.08 | Reduce 11.55% | <0.01 | $81.37–119.21 · VW $105.65i | $2,934,470 | SEC |
| 2022 Q3 | 30,416 | 0.08 | Add 45.20% | 0.02 | $78.67–105.87 · VW $92.78i | $2,502,000 | SEC |
| 2022 Q2 | 20,948 | 0.06 | Add 48.50% | 0.02 | $91.41–116.70 · VW $106.85i | $1,961,000 | SEC |
| 2022 Q1 | 14,106 | 0.05 | Add 25.72% | <0.01 | $106.88–142.18 · VW $122.72i | $1,570,000 | SEC |
| 2021 Q4 | 11,220 | 0.05 | Add 41.99% | 0.01 | $126.50–164.63 · VW $143.13i | $1,524,000 | SEC |
| 2021 Q3 | 7,902 | 0.04 | Reduce 15.44% | <0.01 | $124.55–144.15 · VW $135.07i | $1,056,000 | SEC |
| 2021 Q2 | 9,345 | 0.06 | Add 75.76% | 0.02 | $126.53–151.10 · VW $140.36i | $1,315,000 | SEC |
| 2021 Q1 | 5,317 | 0.03 | Reduce 22.62% | <0.01 | $103.50–144.13 · VW $121.72i | $700,000 | SEC |
| 2020 Q4 | 6,871 | 0.03 | Reduce 27.76% | <0.01 | $65.26–112.19 · VW $88.35i | $753,000 | SEC |
| 2020 Q3 | 9,512 | 0.02 | Reduce 13.70% | <0.01 | $53.01–68.47 · VW $60.75i | $623,000 | SEC |
| 2020 Q2 | 11,022 | 0.02 | Reduce 29.44% | <0.01 | $42.71–68.50 · VW $55.03i | $649,000 | SEC |
| 2020 Q1 | 15,620 | 0.02 | Add 123.17% | 0.01 | $33.25–84.11 · VW $64.97i | $719,000 | SEC |
| 2019 Q4 | 6,999 | <0.01 | Add 56.40% | <0.01 | $71.06–80.86 · VW $75.81i | $523,000 | SEC |
| 2019 Q3 | 4,475 | <0.01 | Reduce 20.49% | <0.01 | $75.06–91.59 · VW $82.83i | $358,000 | SEC |
| 2019 Q2 | 5,628 | <0.01 | Reduce 37.98% | <0.01 | $77.01–98.90 · VW $88.18i | $498,000 | SEC |
| 2019 Q1 | 9,074 | 0.01 | Add 130.83% | <0.01 | $69.98–94.77 · VW $88.25i | $826,000 | SEC |
| 2018 Q4 | 3,931 | <0.01 | Buy | <0.01 | $64.37–101.88 · VW $82.13i | $281,000 | SEC |
| 2018 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $84.80–112.60 · VW $103.14i | SEC | |
| 2018 Q1 | 5,513 | <0.01 | Add 29.11% | <0.01 | $82.90–103.05 · VW $93.02i | $481,000 | SEC |
| 2017 Q4 | 4,270 | <0.01 | Reduce 13.35% | <0.01 | $75.25–93.00 · VW $83.44i | $384,000 | SEC |
| 2017 Q3 | 4,928 | <0.01 | Reduce 2.20% | <0.01 | $69.55–81.50 · VW $76.70i | $395,000 | SEC |
| 2017 Q2 | 5,039 | <0.01 | Buy | <0.01 | $66.80–79.30 · VW $71.99i | $355,000 | SEC |
| 2017 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $68.55–83.30 · VW $77.38i | SEC | |
| 2016 Q4 | 3,551 | <0.01 | Buy | <0.01 | $50.54–71.97 · VW $62.48i | $244,000 | SEC |
| 2016 Q2 | 0 | 0.00 | Sell 100.00% | 0.07 | $40.35–53.04 · VW $48.39i | SEC | |
| 2016 Q1 | 125,603 | 0.07 | Reduce 23.94% | 0.02 | $41.57–53.19 · VW $47.30i | $6,500,000 | SEC |
| 2015 Q4 | 165,137 | 0.10 | Add 88.33% | 0.05 | $47.91–60.63 · VW $54.66i | $8,929,000 | SEC |
| 2015 Q3 | 87,683 | 0.04 | Add 1781.21% | 0.04 | $46.08–59.40 · VW $54.00i | $4,405,000 | SEC |
| 2015 Q2 | 4,661 | <0.01 | Reduce 85.02% | 0.01 | $46.75–56.42 · VW $50.69i | $252,000 | SEC |
| 2015 Q1 | 31,109 | 0.01 | Reduce 23.14% | <0.01 | $46.67–53.63 · VW $50.54i | $1,607,000 | SEC |
| 2014 Q4 | 40,475 | 0.02 | Add 56.73% | <0.01 | $44.67–54.54 · VW $50.57i | $2,120,000 | SEC |
| 2014 Q3 | 25,825 | 0.01 | Add 19.41% | <0.01 | $45.43–58.50 · VW $50.91i | $1,214,000 | SEC |
| 2014 Q2 | 21,628 | 0.02 | Reduce 47.39% | 0.02 | $48.61–59.43 · VW $54.58i | $1,247,000 | SEC |
| 2014 Q1 | 41,108 | 0.04 | Add 29.65% | <0.01 | $51.71–63.66 · VW $56.38i | $2,271,000 | SEC |
| 2013 Q4 | 31,707 | 0.05 | Add 30.75% | 0.01 | $45.16–61.07 · VW $52.95i | $1,895,000 | SEC |
| 2013 Q3 | 24,250 | 0.04 | Reduce 2.04% | <0.01 | $37.36–52.80 · VW $45.71i | $1,194,000 | SEC |
| 2013 Q2 | 24,756 | 0.04 | Buy | 0.04 | $34.75–42.36 · VW $38.81i | $972,000 | SEC |
Price snapshot:
Current price$334.15
Avg. buy price$97.53
+/- since buy242.62%
52-week low$265.19
52-week high$386.72