Current Value of Holding

$4.6 Million

Shares

24.7 Thousand

% of Portfolio

0.08%

Average Buy Price

$98.3

Avg closing price
Price range

41 Joel Greenblatt Evercore Trades

Joel Greenblatt acquired 24.7 Thousand Evercore shares worth $4.6 Million. That's 0.08% of their equity portfolio (306th largest holding). The first Evercore trade was made in Q2 2013. Since then Joel Greenblatt bought shares nineteen more times and sold shares on 21 occasions. The stake costed the investor $2.42 Million, netting the investor a gain of 90% so far.

Avg closing price
Price range
Sold 2.6% shares (-659 shares) Q4 2023
Avg closing price $144.77
Price range $126.39 - $173.41
Sold 1.4% shares (-357 shares) Q3 2023
Avg closing price $135.75
Price range $118.06 - $145.97
Sold 8.1% shares (-2.26 Thousand shares) Q2 2023
Avg closing price $115.03
Price range $105.74 - $124.93
Increased shares by 3.9% (+1.04 Thousand shares) Q1 2023
Avg closing price $124.29
Price range $110.54 - $136.17
Sold 11.6% shares (-3.51 Thousand shares) Q4 2022
Avg closing price $104.38
Price range $84.72 - $116.35
Increased shares by 45.2% (+9.47 Thousand shares) Q3 2022
Avg closing price $94.56
Price range $80.28 - $105.25
Increased shares by 48.5% (+6.84 Thousand shares) Q2 2022
Avg closing price $106.55
Price range $93.36 - $115.14
Increased shares by 25.7% (+2.89 Thousand shares) Q1 2022
Avg closing price $123.02
Price range $108.18 - $139.71
Increased shares by 42.0% (+3.32 Thousand shares) Q4 2021
Avg closing price $145.81
Price range $128.95 - $163.18
Sold 15.4% shares (-1.44 Thousand shares) Q3 2021
Avg closing price $135.89
Price range $125.41 - $143.61
Increased shares by 75.8% (+4.03 Thousand shares) Q2 2021
Avg closing price $139.78
Price range $128.03 - $149.40
Sold 22.6% shares (-1.55 Thousand shares) Q1 2021
Avg closing price $122.11
Price range $106.57 - $142.41
Sold 27.8% shares (-2.64 Thousand shares) Q4 2020
Avg closing price $89.00
Price range $66.15 - $111.57
Sold 13.7% shares (-1.51 Thousand shares) Q3 2020
Avg closing price $60.69
Price range $53.70 - $66.35
Sold 29.4% shares (-4.6 Thousand shares) Q2 2020
Avg closing price $54.39
Price range $45.62 - $67.36
Increased shares by 123.2% (+8.62 Thousand shares) Q1 2020
Avg closing price $66.98
Price range $35.75 - $82.26
Increased shares by 56.4% (+2.52 Thousand shares) Q4 2019
Avg closing price $76.22
Price range $73.33 - $80.11
Sold 20.5% shares (-1.15 Thousand shares) Q3 2019
Avg closing price $82.86
Price range $75.92 - $90.91
Sold 38.0% shares (-3.45 Thousand shares) Q2 2019
Avg closing price $89.00
Price range $77.23 - $98.02
Increased shares by 130.8% (+5.14 Thousand shares) Q1 2019
Avg closing price $87.82
Price range $73.67 - $93.68

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