Evercore Partners shares owned by AE Wealth Management
Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Evercore Partners
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Quarterly reported holdings in Evercore Partners by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $552k | 1.6k | 338.24 |
| 2025-06-30 | $576k | 2.1k | 270.00 |
| 2025-03-31 | $13M | 64k | 199.69 |
| 2024-12-31 | $15M | 54k | 277.17 |
| 2024-09-30 | $12M | 46k | 253.35 |
| 2024-06-30 | $8.3M | 40k | 208.48 |
| 2024-03-31 | $8.3M | 43k | 192.61 |
| 2023-12-31 | $6.5M | 38k | 173.89 |
| 2023-09-30 | $3.1M | 22k | 137.88 |
| 2023-06-30 | $1.7M | 14k | 123.59 |
| 2023-03-31 | $1.1M | 9.9k | 115.38 |
| 2022-12-31 | $1.5M | 14k | 109.08 |
| 2022-09-30 | $1.2M | 14k | 82.25 |
| 2022-03-31 | $344k | 3.1k | 111.29 |
| 2021-12-31 | $302k | 2.2k | 135.97 |