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      <address id=SSjMaZxIp><nobr id=SSjMaZxIp><nobr id=SSjMaZxIp></nobr></nobr></address>

      Current Value of Holding

      $46.6M

      Shares

      146k

      % of Portfolio

      0.44%

      Average Buy Price

      $100

      Avg closing price
      Price range

      34 Chuck Royce Evercore Trades

      Chuck Royce acquired 146k Evercore shares worth $46.6M. That's 0.44% of their equity portfolio (52nd largest holding). The first Evercore trade was made in Q1 2013. Since then Chuck Royce bought shares nine more times and sold shares on 24 occasions. The stake costed the investor $14.7M, netting the investor a gain of 217% so far.

      Avg closing price
      Price range
      Increased shares by 327.1% (+112k shares) Q2 2025
      Avg closing price $219.95
      Price range $163.77 - $271.50
      Sold 53.5% shares (-39.4k shares) Q1 2025
      Avg closing price $250.36
      Price range $190.28 - $291.40
      Sold 27.1% shares (-27.4k shares) Q4 2024
      Avg closing price $283.62
      Price range $247.57 - $316.00
      Sold 6.5% shares (-7.06k shares) Q3 2024
      Avg closing price $237.73
      Price range $211.00 - $258.68
      Sold 10.9% shares (-13.2k shares) Q2 2024
      Avg closing price $194.59
      Price range $181.50 - $208.43
      Increased shares by 15.4% (+16.2k shares) Q1 2024
      Avg closing price $180.93
      Price range $163.68 - $196.33
      Increased shares by 19.5% (+17.1k shares) Q4 2023
      Avg closing price $144.77
      Price range $126.39 - $173.41
      Sold 11.5% shares (-11.4k shares) Q3 2023
      Avg closing price $135.75
      Price range $118.06 - $145.97
      Sold 1.4% shares (-1.37k shares) Q2 2023
      Avg closing price $115.03
      Price range $105.74 - $124.93
      Sold 3.8% shares (-4.02k shares) Q1 2023
      Avg closing price $124.29
      Price range $110.54 - $136.17
      Increased shares by 9.2% (+8.84k shares) Q4 2022
      Avg closing price $104.38
      Price range $84.72 - $116.35
      Sold 3.2% shares (-3.14k shares) Q3 2022
      Avg closing price $94.56
      Price range $80.28 - $105.25
      Sold 24.1% shares (-31.4k shares) Q2 2022
      Avg closing price $106.55
      Price range $93.36 - $115.14
      Sold 4.7% shares (-6.42k shares) Q1 2022
      Avg closing price $123.02
      Price range $108.18 - $139.71
      Sold 8.1% shares (-12k shares) Q4 2021
      Avg closing price $145.81
      Price range $128.95 - $163.18
      Sold 30.5% shares (-65.2k shares) Q3 2021
      Avg closing price $135.89
      Price range $125.41 - $143.61
      Sold 29.4% shares (-89.1k shares) Q2 2021
      Avg closing price $139.78
      Price range $128.03 - $149.40
      Sold 5.1% shares (-16.2k shares) Q1 2021
      Avg closing price $122.11
      Price range $106.57 - $142.41
      Sold 13.7% shares (-50.9k shares) Q4 2020
      Avg closing price $89.00
      Price range $66.15 - $111.57
      Sold 2.8% shares (-10.5k shares) Q3 2020
      Avg closing price $60.69
      Price range $53.70 - $66.35

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