Current Value of Holding

$14.8 Million

Shares

80.4 Thousand

% of Portfolio

0.08%

Average Buy Price

$133

Avg closing price
Price range

5 Ray Dalio Evercore Trades

Ray Dalio's position in Evercore is currently worth $14.8 Million. That's 0.08% of their equity portfolio (181st largest holding). The first Evercore trade was made in Q2 2022. Since then Ray Dalio bought shares three more times and sold shares on one occasions. The stake costed the investor $10.7 Million, netting the investor a gain of 38% so far.

Avg closing price
Price range
Increased shares by 35.5% (+21.1 Thousand shares) Q4 2023
Avg closing price $144.77
Price range $126.39 - $173.41
Increased shares by 231.3% (+41.4 Thousand shares) Q3 2023
Avg closing price $135.75
Price range $118.06 - $145.97
New holding (+17.9 Thousand shares) Q2 2023
Avg closing price $115.03
Price range $105.74 - $124.93
Sold -62.9 Thousand shares Q3 2022
Avg closing price $94.56
Price range $80.28 - $105.25
New holding (+62.9 Thousand shares) Q2 2022
Avg closing price $106.55
Price range $93.36 - $115.14

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