Bernzott U.S. Small Cap Value Fund EVR Holdings History
Bernzott U.S. Small Cap Value Fund's Evercore Inc Holding Summary
As of 2024-02-29, Investment Managers Series Trust held - shares of Evercore Inc(EVR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Investment Managers Series Trust now holds 0% of the outstanding Evercore Inc(EVR) stock.
The initial trade took place in 2020Q4. And since then Bernzott U.S. Small Cap Value Fund has made 3 purchases of EVR, at an average price of $75.95, for a total of 45,805.00 shares. In addition, there have been 9 sales at an average price of $145.55 for 45,805.00 shares. Based on historical transaction data and EVR's current price of $298.52, Bernzott U.S. Small Cap Value Fund's estimated gain on his EVR holdings is $3.19 Mil, reflecting a 91.63% gain to date.
Bernzott U.S. Small Cap Value Fund EVR ($298.52) Holding Chart
Bernzott U.S. Small Cap Value Fund EVR ($298.52) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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