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      Current Value of Holding

      $73.4M

      Shares

      231k

      % of Portfolio

      0.05%

      Average Buy Price

      $121

      Avg closing price
      Price range

      14 PRIMECAP Management Evercore Trades

      PRIMECAP Management acquired 231k Evercore shares worth $73.4M. That's 0.05% 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 six occasions. The stake costed the investor $27.8M, netting the investor a gain of 164% so far.

      Avg closing price
      Price range
      Sold 8.5% shares (-21.4k shares) Q2 2025
      Avg closing price $219.95
      Price range $163.77 - $271.50
      Sold 16.7% shares (-50.5k shares) Q1 2025
      Avg closing price $250.36
      Price range $190.28 - $291.40
      Sold 13.7% shares (-47.9k shares) Q4 2024
      Avg closing price $283.62
      Price range $247.57 - $316.00
      Sold 42.0% shares (-254k shares) Q3 2024
      Avg closing price $237.73
      Price range $211.00 - $258.68
      Increased shares by 1.4% (+8.1k shares) Q2 2024
      Avg closing price $194.59
      Price range $181.50 - $208.43
      Sold 9.2% shares (-60.4k shares) Q1 2024
      Avg closing price $180.93
      Price range $163.68 - $196.33
      Sold 0.6% shares (-4k shares) Q3 2023
      Avg closing price $135.75
      Price range $118.06 - $145.97
      Increased shares by 6.4% (+39.6k shares) Q2 2023
      Avg closing price $115.03
      Price range $105.74 - $124.93
      Increased shares by 7.3% (+42.4k shares) Q1 2023
      Avg closing price $124.29
      Price range $110.54 - $136.17
      Increased shares by 7.8% (+41.7k shares) Q4 2022
      Avg closing price $104.38
      Price range $84.72 - $116.35
      Increased shares by 22.7% (+99.4k shares) Q3 2022
      Avg closing price $94.56
      Price range $80.28 - $105.25
      Increased shares by 6.4% (+26.5k shares) Q2 2022
      Avg closing price $106.55
      Price range $93.36 - $115.14
      Increased shares by 355.0% (+321k shares) Q1 2022
      Avg closing price $123.02
      Price range $108.18 - $139.71
      New holding (+90.4k 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

      Evercore Wealth Management Names Paula Stumne Managing Director, Wealth and Fiduciary Advisor

      Evercore Wealth Management Names Paula Stumne Managing Director, Wealth and Fiduciary Advisor

      NEW YORK--(BUSINESS WIRE)--Evercore Wealth Management today announced the appointment of Paula Stumne to managing director, wealth and fiduciary advisor. Ms....

      businesswire.com businesswire.com, about 1 year ago
      Campbell's Management to Participate in the Evercore ISI Consumer & Retail Conference

      Campbell's Management to Participate in the Evercore ISI Consumer & Retail Conference

      CAMDEN, N.J.--(BUSINESS WIRE)--Campbell Soup Company (NYSE: CPB) today announced that Mark Clouse, President and Chief Executive Officer, and Carrie Anderson...

      businesswire.com businesswire.com, over 1 year ago
      Watch CNBCs full interview with Solus Dan Greenhaus, Big Technologys Alex Kantrowitz and Evercore ISI''s Mark Mahaney

      Watch CNBCs full interview with Solus Dan Greenhaus, Big Technologys Alex Kantrowitz and Evercore ISI''s Mark Mahaney

      Mark Mahaney, Evercore ISI head of internet research, Dan Greenhaus, Solus Alternative Asset Management chief strategist, and Alex Kantrowitz, Big Technology...

      CNBC CNBC, almost 2 years ago
      Amazon falls amid rising 10-year yield. How to play the stock ahead of its earnings results next week

      Amazon falls amid rising 10-year yield. How to play the stock ahead of its earnings results next week

      Mark Mahaney of Evercore ISI, Ritholtz Wealth Management''s Josh Brown, and Dryden Pence of Pence Capital talk about Amazon as the stock dipped another 2.5% ...

      CNBC CNBC, almost 2 years ago

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