John Rogers - Ariel Investments
Holding/activity history for Evercore Inc. (EVR)
← All EVR superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | 0 | 0.00 | Sell 100.00% | 0.28 | $207.53–259.70 · VW $239.61i | SEC | |
| 2024 Q2 | 121,221 | 0.28 | Reduce 3.98% | <0.01 | $175.24–208.76 · VW $193.42i | $25,266,093 | SEC |
| 2024 Q1 | 126,243 | 0.24 | Reduce 22.43% | 0.06 | $162.72–198.99 · VW $183.02i | $24,313,139 | SEC |
| 2023 Q4 | 162,750 | 0.28 | Reduce 1.26% | <0.01 | $124.53–174.04 · VW $144.31i | $27,838,388 | SEC |
| 2023 Q3 | 164,835 | 0.24 | Add 2.16% | <0.01 | $117.16–146.99 · VW $135.59i | $22,727,450 | SEC |
| 2023 Q2 | 161,356 | 0.19 | Add 3.15% | <0.01 | $104.36–127.62 · VW $115.30i | $19,941,988 | SEC |
| 2023 Q1 | 156,422 | 0.18 | Add 1.50% | <0.01 | $107.14–137.42 · VW $124.34i | $18,047,970 | SEC |
| 2022 Q4 | 154,111 | 0.17 | Reduce 16.27% | 0.03 | $81.37–119.21 · VW $105.65i | $16,810,428 | SEC |
| 2022 Q3 | 184,066 | 0.17 | Reduce 2.60% | <0.01 | $78.67–105.87 · VW $92.78i | $15,139,000 | SEC |
| 2022 Q2 | 188,977 | 0.18 | Reduce 11.28% | 0.02 | $91.41–116.70 · VW $106.85i | $17,690,000 | SEC |
| 2022 Q1 | 213,007 | 0.21 | Reduce 1.86% | <0.01 | $106.88–142.18 · VW $122.72i | $23,712,000 | SEC |
| 2021 Q4 | 217,052 | 0.25 | Reduce 9.33% | 0.03 | $126.50–164.63 · VW $143.13i | $29,487,000 | SEC |
| 2021 Q3 | 239,398 | 0.29 | Reduce 7.30% | 0.02 | $124.55–144.15 · VW $135.07i | $32,000,000 | SEC |
| 2021 Q2 | 258,246 | 0.34 | Reduce 0.55% | <0.01 | $126.53–151.10 · VW $140.36i | $36,353,000 | SEC |
| 2021 Q1 | 259,683 | 0.34 | Reduce 0.19% | <0.01 | $103.50–144.13 · VW $121.72i | $34,211,000 | SEC |
| 2020 Q4 | 260,183 | 0.32 | Add 35.64% | 0.08 | $65.26–112.19 · VW $88.35i | $28,526,000 | SEC |
| 2020 Q3 | 191,818 | 0.18 | $65.46 | $12,556,000 | SEC | ||
| 2020 Q2 | 191,818 | 0.17 | Add 249.40% | 0.12 | $42.71–68.50 · VW $55.03i | $11,302,000 | SEC |
| 2020 Q1 | 54,900 | 0.04 | Add 12.73% | <0.01 | $33.25–84.11 · VW $64.97i | $2,529,000 | SEC |
| 2019 Q4 | 48,700 | 0.05 | Buy | 0.05 | $71.06–80.86 · VW $75.81i | $3,641,000 | SEC |
Price snapshot:
Current price$334.15
52-week low$265.19
52-week high$386.72