Current Value of Holding

$59.9 Million

Shares

306 Thousand

% of Portfolio

0.03%

Average Buy Price

$99

Avg closing price
Price range

28 Ken Fisher Evercore Trades

Ken Fisher's position in Evercore is currently worth $59.9 Million. That's 0.03% of their equity portfolio (196th largest holding). The first Evercore trade was made in Q1 2017. Since then Ken Fisher bought shares thirteen more times and sold shares on fourteen occasions. The stake costed the investor $30.3 Million, netting the investor a gain of 98% so far.

Avg closing price
Price range
Sold 15.4% shares (-55.7 Thousand shares) Q4 2023
Avg closing price $144.77
Price range $126.39 - $173.41
Sold 5.5% shares (-21.2 Thousand shares) Q3 2023
Avg closing price $135.75
Price range $118.06 - $145.97
Increased shares by 7.5% (+26.5 Thousand shares) Q2 2023
Avg closing price $115.03
Price range $105.74 - $124.93
Sold 4.3% shares (-15.8 Thousand shares) Q1 2023
Avg closing price $124.29
Price range $110.54 - $136.17
Increased shares by 537.9% (+313 Thousand shares) Q4 2022
Avg closing price $104.38
Price range $84.72 - $116.35
Sold 6.7% shares (-4.18 Thousand shares) Q3 2022
Avg closing price $94.56
Price range $80.28 - $105.25
Increased shares by 0.3% (+159 shares) Q2 2022
Avg closing price $106.55
Price range $93.36 - $115.14
Increased shares by 3.8% (+2.27 Thousand shares) Q1 2022
Avg closing price $123.02
Price range $108.18 - $139.71
Increased shares by 32.4% (+14.7 Thousand shares) Q4 2021
Avg closing price $145.81
Price range $128.95 - $163.18
Sold 5.5% shares (-2.65 Thousand shares) Q3 2021
Avg closing price $135.89
Price range $125.41 - $143.61
Increased shares by 5.5% (+2.48 Thousand shares) Q2 2021
Avg closing price $139.78
Price range $128.03 - $149.40
Increased shares by 13.3% (+5.35 Thousand shares) Q1 2021
Avg closing price $122.11
Price range $106.57 - $142.41
Increased shares by 217.4% (+27.5 Thousand shares) Q4 2020
Avg closing price $89.00
Price range $66.15 - $111.57
Sold 0.1% shares (-14 shares) Q3 2020
Avg closing price $60.69
Price range $53.70 - $66.35
Increased shares by 0.2% (+30 shares) Q2 2020
Avg closing price $54.39
Price range $45.62 - $67.36
Sold 0.3% shares (-36 shares) Q1 2020
Avg closing price $66.98
Price range $35.75 - $82.26
Sold 90.3% shares (-118 Thousand shares) Q4 2019
Avg closing price $76.22
Price range $73.33 - $80.11
Increased shares by 135.1% (+74.9 Thousand shares) Q3 2019
Avg closing price $82.86
Price range $75.92 - $90.91
Increased shares by 14.6% (+7.08 Thousand shares) Q2 2019
Avg closing price $89.00
Price range $77.23 - $98.02
Sold 8.6% shares (-4.54 Thousand shares) Q1 2019
Avg closing price $87.82
Price range $73.67 - $93.68

Embed chart

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