Heritage Wealth Management »

Evercore Partners shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Evercore Partners

Tip: Access up to 7 years of quarterly data

All positions including Evercore Partners held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Evercore Partners by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $213k 1.0k 212.77

More positions owned by Heritage Wealth Management

Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Apple (AAPL)
U.S. Bancorp (USB)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Vanguard Index Funds Sp 500 Etf Etf (VOO)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
Chevron Corporation (CVX)
Cincinnati Financial Corporation (CINF)
Chubb (CB)
Merck & Co (MRK)
Kroger (KR)

View all positions for Heritage Wealth Management

Top funds holding Evercore Partners

Vanguard Group
BlackRock
Robeco Investment Management
State Street Corporation
Invesco
Massachusetts Financial Services
TD Asset Management
Jpmorgan Chase & Co
Dimensional Fund Advisors
Hanna Zanoni
Geode Capital Management
Millennium Management
Lord, Abbett & Co
PRIMECAP Management Company
Morgan Stanley

View all funds holding Evercore Partners