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
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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 |
|---|---|---|---|
| 2024-09-30 | $203k | 800 | 253.34 |
| 2024-03-31 | $205k | 1.1k | 192.59 |
| 2023-12-31 | $182k | 1.1k | 171.05 |