Envestnet Asset Management »

Evercore Partners shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Evercore Partners

Tip: Access up to 7 years of quarterly data

All positions including Evercore Partners held by Envestnet Asset Management 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $24M 125k 192.59
2023-09-30 $11M 81k 137.88
2023-06-30 $8.3M 67k 123.59
2023-03-31 $7.3M 281k 26.09
2022-12-31 $7.0M 64k 109.08
2022-09-30 $7.7M 94k 82.24
2022-06-30 $9.2M 98k 93.61
2022-03-31 $11M 95k 111.32
2021-12-31 $14M 99k 135.85
2021-09-30 $12M 93k 133.66
2021-06-30 $13M 92k 140.77
2021-03-31 $13M 101k 131.74
2020-12-31 $10M 91k 109.64
2020-09-30 $5.2M 80k 65.46
2020-06-30 $4.2M 71k 58.92
2020-03-31 $3.0M 65k 46.06
2019-12-31 $8.6M 116k 74.76
2019-09-30 $5.9M 74k 80.10
2019-06-30 $7.0M 79k 88.57
2019-03-31 $7.6M 84k 91.00
2018-12-31 $4.9M 69k 71.57
2018-09-30 $986k 9.8k 100.57
2018-06-30 $1.8M 17k 105.46
2018-03-31 $598k 6.7k 89.45
2017-12-31 $2.2M 24k 90.00
2017-09-30 $1.9M 24k 80.18
2017-06-30 $1.5M 22k 70.28
2017-03-31 $554k 7.1k 77.70
2016-12-31 $456k 6.6k 68.66
2016-09-30 $335k 6.5k 51.49
2016-06-30 $254k 5.7k 44.18
2016-03-31 $257k 5.0k 51.80
2015-12-31 $183k 3.4k 54.09
2015-09-30 $92k 1.8k 50.05
2014-12-31 $24k 455 52.75
2014-09-30 $2.0k 41 48.78
2014-06-30 $2.0k 41 48.78
2013-12-31 $2.0k 33 60.61

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Envestnet Asset Management

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