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Evercore Partners shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in Evercore Partners

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All positions including Evercore Partners held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Evercore Partners by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 7.5k 337.33
2025-06-30 $2.5M 9.4k 270.02
2025-03-31 $2.1M 11k 199.71
2024-12-31 $2.3M 8.4k 277.19
2024-09-30 $1.5M 5.7k 253.32
2024-06-30 $476k 2.3k 208.43
2024-03-31 $330k 1.7k 192.64
2021-09-30 $2.0k 14 142.86

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View all positions for Consolidated Planning Corp

Top funds holding Evercore Partners

Vanguard Group
BlackRock
Wellington Management Company
Invesco
Robeco Investment Management
TD Asset Management
State Street Corporation
AQR Capital Management
Geode Capital Management
FMR
Morgan Stanley
Capital Research and Management Company - Division 3
Dimensional Fund Advisors
Jpmorgan Chase & Co
Bahl & Gaynor

View all funds holding Evercore Partners