Current Value of Holding

$43.9M

Shares

127k

% of Portfolio

0.38%

Average Buy Price

$111

Avg closing price
Price range

37 Chuck Royce Evercore Trades

Chuck Royce acquired 127k Evercore shares worth $43.9M. That's 0.38% of their equity portfolio (71st largest holding). The first Evercore trade was made in Q1 2013. Since then Chuck Royce bought shares ten more times and sold shares on 26 occasions. The stake costed the investor $14M, netting the investor a gain of 213% so far.

Avg closing price
Price range
Increased shares by 32.0% (+30.7k shares) Q1 2026
Avg closing price $337.23
Price range $267.19 - $383.12
Sold 22.2% shares (-27.4k shares) Q4 2025
Avg closing price $321.36
Price range $291.66 - $352.18
Sold 15.6% shares (-22.8k shares) Q3 2025
Avg closing price $313.09
Price range $276.50 - $362.79
Increased shares by 327.1% (+112k shares) Q2 2025
Avg closing price $219.95
Price range $163.77 - $271.50
Sold 53.5% shares (-39.4k shares) Q1 2025
Avg closing price $250.36
Price range $190.28 - $291.40
Sold 27.1% shares (-27.4k shares) Q4 2024
Avg closing price $283.62
Price range $247.57 - $316.00
Sold 6.5% shares (-7.06k shares) Q3 2024
Avg closing price $237.73
Price range $211.00 - $258.68
Sold 10.9% shares (-13.2k shares) Q2 2024
Avg closing price $194.59
Price range $181.50 - $208.43
Increased shares by 15.4% (+16.2k shares) Q1 2024
Avg closing price $180.93
Price range $163.68 - $196.33
Increased shares by 19.5% (+17.1k shares) Q4 2023
Avg closing price $144.77
Price range $126.39 - $173.41
Sold 11.5% shares (-11.4k shares) Q3 2023
Avg closing price $135.75
Price range $118.06 - $145.97
Sold 1.4% shares (-1.37k shares) Q2 2023
Avg closing price $115.03
Price range $105.74 - $124.93
Sold 3.8% shares (-4.02k shares) Q1 2023
Avg closing price $124.29
Price range $110.54 - $136.17
Increased shares by 9.2% (+8.84k shares) Q4 2022
Avg closing price $104.38
Price range $84.72 - $116.35
Sold 3.2% shares (-3.14k shares) Q3 2022
Avg closing price $94.56
Price range $80.28 - $105.25
Sold 24.1% shares (-31.4k shares) Q2 2022
Avg closing price $106.55
Price range $93.36 - $115.14
Sold 4.7% shares (-6.42k shares) Q1 2022
Avg closing price $123.02
Price range $108.18 - $139.71
Sold 8.1% shares (-12k shares) Q4 2021
Avg closing price $145.81
Price range $128.95 - $163.18
Sold 30.5% shares (-65.2k shares) Q3 2021
Avg closing price $135.89
Price range $125.41 - $143.61
Sold 29.4% shares (-89.1k shares) Q2 2021
Avg closing price $139.78
Price range $128.03 - $149.40

Embed chart

Easily embed the chart on your blog or website – it will always update automatically!