Current Value of Holding

$4.87 Million

Shares

26.1 Thousand

% of Portfolio

0.01%

Average Buy Price

$117

Avg closing price
Price range

40 Jim Simons Evercore Trades

Jim Simons's position in Evercore is currently worth $4.87 Million. That's 0.01% of their equity portfolio (1321st largest holding). The first Evercore trade was made in Q2 2013. Since then Jim Simons bought shares nineteen more times and sold shares on twenty occasions. The stake costed the investor $3.05 Million, netting the investor a gain of 60% so far.

Avg closing price
Price range
Sold 61.0% shares (-40.9 Thousand shares) Q4 2023
Avg closing price $144.77
Price range $126.39 - $173.41
Sold 68.6% shares (-147 Thousand shares) Q3 2023
Avg closing price $135.75
Price range $118.06 - $145.97
Increased shares by 48.0% (+69.3 Thousand shares) Q2 2023
Avg closing price $115.03
Price range $105.74 - $124.93
Sold 26.9% shares (-53.1 Thousand shares) Q1 2023
Avg closing price $124.29
Price range $110.54 - $136.17
Sold 48.8% shares (-189 Thousand shares) Q4 2022
Avg closing price $104.38
Price range $84.72 - $116.35
Sold 17.7% shares (-83.2 Thousand shares) Q3 2022
Avg closing price $94.56
Price range $80.28 - $105.25
Increased shares by 89.3% (+221 Thousand shares) Q2 2022
Avg closing price $106.55
Price range $93.36 - $115.14
Increased shares by 400.6% (+198 Thousand shares) Q1 2022
Avg closing price $123.02
Price range $108.18 - $139.71
Sold 13.0% shares (-7.4 Thousand shares) Q4 2021
Avg closing price $145.81
Price range $128.95 - $163.18
New holding (+56.9 Thousand shares) Q3 2021
Avg closing price $135.89
Price range $125.41 - $143.61
Sold -157 Thousand shares Q4 2020
Avg closing price $89.00
Price range $66.15 - $111.57
Sold 49.0% shares (-151 Thousand shares) Q2 2020
Avg closing price $54.39
Price range $45.62 - $67.36
Increased shares by 27.0% (+65.5 Thousand shares) Q1 2020
Avg closing price $66.98
Price range $35.75 - $82.26
Increased shares by 496.6% (+202 Thousand shares) Q4 2019
Avg closing price $76.22
Price range $73.33 - $80.11
Sold 92.6% shares (-507 Thousand shares) Q3 2019
Avg closing price $82.86
Price range $75.92 - $90.91
Sold 33.2% shares (-272 Thousand shares) Q2 2019
Avg closing price $89.00
Price range $77.23 - $98.02
Sold 4.6% shares (-39.7 Thousand shares) Q1 2019
Avg closing price $87.82
Price range $73.67 - $93.68
Sold 12.9% shares (-128 Thousand shares) Q4 2018
Avg closing price $82.10
Price range $64.90 - $98.80
Sold 23.9% shares (-309 Thousand shares) Q3 2018
Avg closing price $107.76
Price range $100.55 - $114.95
Increased shares by 29.3% (+294 Thousand shares) Q2 2018
Avg closing price $103.12
Price range $86.80 - $112.05

Embed chart

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