Evercore Partners shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Evercore Partners
Tip: Access up to 7 years of quarterly data
All positions including Evercore Partners held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Evercore Partners by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $386k | 1.1k | 337.32 |
| 2025-06-30 | $324k | 1.2k | 270.01 |
| 2025-03-31 | $259k | 935 | 277.19 |
| 2024-12-31 | $259k | 935 | 277.19 |
| 2024-09-30 | $246k | 972 | 253.34 |
| 2023-06-30 | $2.8M | 22k | 123.59 |