Consolidated Planning Corp »

Evercore Partners shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in Evercore Partners

Tip: Access up to 7 years of quarterly data

All positions including Evercore Partners held by Consolidated Planning Corp 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 Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $330k 1.7k 192.64
2021-09-30 $2.0k 14 142.86

More positions owned by Consolidated Planning Corp

Ishares Tr 20 Yr Tr Bd Etf (TLT)
T Rowe Price Etf Cap Appreciation (TCAF)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
salesforce (CRM)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)
Ishares Tr Core S&p Scp Etf (IJR)
Home Depot (HD)
Broadcom (AVGO)

View all positions for Consolidated Planning Corp

Top funds holding Evercore Partners

Vanguard Group
BlackRock
Robeco Investment Management
Jpmorgan Chase & Co
Massachusetts Financial Services
Dimensional Fund Advisors
TD Asset Management
Hanna Zanoni
Millennium Management
PRIMECAP Management Company
Geode Capital Management
Morgan Stanley
Bahl & Gaynor
Bank of New York Mellon
Channing Capital Management

View all funds holding Evercore Partners