Trivant Custom Portfolio Group »

Evercore Partners shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Evercore Partners

Tip: Access up to 7 years of quarterly data

All positions including Evercore Partners held by Trivant Custom Portfolio Group 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 Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $876k 3.5k 253.34
2024-06-30 $694k 3.3k 208.43

More positions owned by Trivant Custom Portfolio Group

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Brd Usd Inv Grd Corp Bd Etf Uit Exchange Traded (USIG)
Flexshares Disciplined Durtn Mbs Etf Uit Exchange Traded (MBSD)
Ishares 0-5 Year Tips Bond Etf Uit Exchange Traded (STIP)
Alphabet Inc Class A Common Stock (GOOGL)
Amazon.com Common Stock (AMZN)
Costco Whsl Corp Common Stock (COST)
Walmart Common Stock (WMT)
Deere & Co Common Stock (DE)
Advanced Micro Device In Common Stock (AMD)
Northrop Grumman Corp Common Stock (NOC)
Meta Platforms Inc Class A Common Stock (META)
Ge Aerospace Common Stock (GE)

View all positions for Trivant Custom Portfolio Group

Top funds holding Evercore Partners

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

View all funds holding Evercore Partners