Evercore Partners shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in Evercore Partners
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Quarterly reported holdings in Evercore Partners by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 15k | 294.56 |
| 2025-06-30 | $4.6M | 16k | 295.72 |
| 2025-03-31 | $3.1M | 15k | 199.72 |
| 2024-12-31 | $4.1M | 15k | 277.20 |
| 2024-09-30 | $4.8M | 15k | 316.00 |
| 2024-06-30 | $3.8M | 15k | 249.23 |
| 2024-03-31 | $2.8M | 15k | 181.50 |
| 2023-12-31 | $2.5M | 15k | 174.83 |
| 2023-09-30 | $1.9M | 14k | 137.88 |
| 2023-06-30 | $1.6M | 14k | 120.74 |
| 2023-03-31 | $1.5M | 13k | 115.38 |
| 2022-12-31 | $1.5M | 14k | 109.08 |
| 2022-09-30 | $1.1M | 14k | 82.25 |