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Evercore Partners shares owned by Planned Solutions

Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Evercore Partners

Tip: Access up to 7 years of quarterly data

All positions including Evercore Partners held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Evercore Partners by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $205k 1.1k 192.59
2023-12-31 $182k 1.1k 171.05

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Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Invesco S&p 500 Garp Etf Etf (SPGP)
Jp Morgan Us Value Factor Etf Etf (JVAL)
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Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Illinois Tool Wks Stock (ITW)
Schwab U.s. Small-cap Etf Etf (SCHA)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)
Ishares Msci Global Energy Producers Etf Etf (FILL)

View all positions for Planned Solutions

Top funds holding Evercore Partners

Vanguard Group
BlackRock
Robeco Investment Management
Millennium Management
Massachusetts Financial Services
Jpmorgan Chase & Co
Dimensional Fund Advisors
TD Asset Management
PRIMECAP Management Company
Bahl & Gaynor
Bank of New York Mellon
Channing Capital Management
Norges Bank Investment Management
Lord, Abbett & Co
Hotchkis and Wiley Capital Management

View all funds holding Evercore Partners