Current Value of Holding

$54.7 Million

Shares

252 Thousand

% of Portfolio

0.04%

Average Buy Price

$121

Avg closing price
Price range

13 PRIMECAP Management Evercore Trades

PRIMECAP Management acquired 252 Thousand Evercore shares worth $54.7 Million. That's 0.04% of their equity portfolio (170th largest holding). The first Evercore trade was made in Q4 2021. Since then PRIMECAP Management bought shares seven more times and sold shares on five occasions. The stake costed the investor $30.4 Million, netting the investor a gain of 80% so far.

Avg closing price
Price range
Sold 16.7% shares (-50.5 Thousand shares) Q1 2025
Avg closing price $250.36
Price range $190.28 - $291.40
Sold 13.7% shares (-47.9 Thousand shares) Q4 2024
Avg closing price $283.62
Price range $247.57 - $316.00
Sold 42.0% shares (-254 Thousand shares) Q3 2024
Avg closing price $237.73
Price range $211.00 - $258.68
Increased shares by 1.4% (+8.1 Thousand shares) Q2 2024
Avg closing price $194.59
Price range $181.50 - $208.43
Sold 9.2% shares (-60.4 Thousand shares) Q1 2024
Avg closing price $180.93
Price range $163.68 - $196.33
Sold 0.6% shares (-4 Thousand shares) Q3 2023
Avg closing price $135.75
Price range $118.06 - $145.97
Increased shares by 6.4% (+39.6 Thousand shares) Q2 2023
Avg closing price $115.03
Price range $105.74 - $124.93
Increased shares by 7.3% (+42.4 Thousand shares) Q1 2023
Avg closing price $124.29
Price range $110.54 - $136.17
Increased shares by 7.8% (+41.7 Thousand shares) Q4 2022
Avg closing price $104.38
Price range $84.72 - $116.35
Increased shares by 22.7% (+99.4 Thousand shares) Q3 2022
Avg closing price $94.56
Price range $80.28 - $105.25
Increased shares by 6.4% (+26.5 Thousand shares) Q2 2022
Avg closing price $106.55
Price range $93.36 - $115.14
Increased shares by 355.0% (+321 Thousand shares) Q1 2022
Avg closing price $123.02
Price range $108.18 - $139.71
New holding (+90.4 Thousand shares) Q4 2021
Avg closing price $145.81
Price range $128.95 - $163.18

News about Evercore Inc - Ordinary Shares - Class A and PRIMECAP Management

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