John Rogers - Ariel Investments,
Holding/activity history for Evercore Inc. (EVR)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | 0 | 0.00 | Sell 100.00% | 0.28 | SEC | ||
| 2024 Q2 | 121,221 | 0.28 | Reduce 3.98% | <0.01 | $208.43 | $25,266,093 | SEC |
| 2024 Q1 | 126,243 | 0.24 | Reduce 22.43% | 0.06 | $192.59 | $24,313,139 | SEC |
| 2023 Q4 | 162,750 | 0.28 | Reduce 1.26% | <0.01 | $171.05 | $27,838,388 | SEC |
| 2023 Q3 | 164,835 | 0.24 | Add 2.16% | <0.01 | $137.88 | $22,727,450 | SEC |
| 2023 Q2 | 161,356 | 0.19 | Add 3.15% | <0.01 | $123.59 | $19,941,988 | SEC |
| 2023 Q1 | 156,422 | 0.18 | Add 1.50% | <0.01 | $115.38 | $18,047,970 | SEC |
| 2022 Q4 | 154,111 | 0.17 | Reduce 16.27% | 0.03 | $109.08 | $16,810,428 | SEC |
| 2022 Q3 | 184,066 | 0.17 | Reduce 2.60% | <0.01 | $82.25 | $15,139,000 | SEC |
| 2022 Q2 | 188,977 | 0.18 | Reduce 11.28% | 0.02 | $93.61 | $17,690,000 | SEC |
| 2022 Q1 | 213,007 | 0.21 | Reduce 1.86% | <0.01 | $111.32 | $23,712,000 | SEC |
| 2021 Q4 | 217,052 | 0.25 | Reduce 9.33% | 0.03 | $135.85 | $29,487,000 | SEC |
| 2021 Q3 | 239,398 | 0.29 | Reduce 7.30% | 0.02 | $133.67 | $32,000,000 | SEC |
| 2021 Q2 | 258,246 | 0.34 | Reduce 0.55% | <0.01 | $140.77 | $36,353,000 | SEC |
| 2021 Q1 | 259,683 | 0.34 | Reduce 0.19% | <0.01 | $131.74 | $34,211,000 | SEC |
| 2020 Q4 | 260,183 | 0.32 | Add 35.64% | 0.08 | $109.64 | $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 | $58.92 | $11,302,000 | SEC |
| 2020 Q1 | 54,900 | 0.04 | Add 12.73% | <0.01 | $46.07 | $2,529,000 | SEC |
| 2019 Q4 | 48,700 | 0.05 | Buy | 0.05 | $74.76 | $3,641,000 | SEC |