Current Value of Holding

$32.3M

Shares

90.4k

% of Portfolio

0.12%

Average Buy Price

$239

Avg closing price
Price range

14 Ray Dalio Evercore Trades

Ray Dalio's position in Evercore is currently worth $32.3M. That's 0.12% of their equity portfolio (107th largest holding). The first Evercore trade was made in Q2 2022. Since then Ray Dalio bought shares eight more times and sold shares on five occasions. The stake costed the investor $21.6M, netting the investor a gain of 49% so far.

Avg closing price
Price range
Sold 16.6% shares (-18k shares) Q1 2026
Avg closing price $337.23
Price range $267.19 - $383.12
Increased shares by 52.1% (+37.1k shares) Q4 2025
Avg closing price $321.36
Price range $291.66 - $352.18
Increased shares by 1402.9% (+66.5k shares) Q3 2025
Avg closing price $313.09
Price range $276.50 - $362.79
Sold 89.5% shares (-40.5k shares) Q2 2025
Avg closing price $219.95
Price range $163.77 - $271.50
Increased shares by 36.2% (+12k shares) Q1 2025
Avg closing price $250.36
Price range $190.28 - $291.40
Increased shares by 34.3% (+8.49k shares) Q4 2024
Avg closing price $283.62
Price range $247.57 - $316.00
Increased shares by 38.4% (+6.87k shares) Q3 2024
Avg closing price $237.73
Price range $211.00 - $258.68
Sold 75.7% shares (-55.6k shares) Q2 2024
Avg closing price $194.59
Price range $181.50 - $208.43
Sold 8.6% shares (-6.9k shares) Q1 2024
Avg closing price $180.93
Price range $163.68 - $196.33
Increased shares by 35.5% (+21.1k shares) Q4 2023
Avg closing price $144.77
Price range $126.39 - $173.41
Increased shares by 231.3% (+41.4k shares) Q3 2023
Avg closing price $135.75
Price range $118.06 - $145.97
New holding (+17.9k shares) Q2 2023
Avg closing price $115.03
Price range $105.74 - $124.93
Sold -62.9k shares Q3 2022
Avg closing price $94.56
Price range $80.28 - $105.25
New holding (+62.9k shares) Q2 2022
Avg closing price $106.55
Price range $93.36 - $115.14

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