Retirement Guys Formula »

Evercore Partners shares owned by Retirement Guys Formula

Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Retirement Guys Formula from 13F filings

Historical chart of Retirement Guys Formula investment in Evercore Partners

Tip: Access up to 7 years of quarterly data

All positions including Evercore Partners held by Retirement Guys Formula 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 Retirement Guys Formula

Quarter filed Position value Share count Share price at filing
2025-09-30 $230k 681 337.36
2025-06-30 $229k 847 269.88
2024-12-31 $209k 753 277.10

More positions owned by Retirement Guys Formula

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Goldman Sachs Physical Gold Unit (AAAU)
Listed Fds Tr Swan Hedged Eqty (HEGD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Abrdn Etfs Bbrg All Commdy (BCD)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Retirement Guys Formula

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