Number of Shares
34,927.00
Current Holdings Value*
$6.98 Mil
% of Portfolio
1.78%
Total Estimate Gain
$4.46 Mil
% of Total Estimate Gain
42.61%

Dorsey Wright & Associates's Evercore Inc Holding Summary

As of 2025-03-31, Dorsey Wright & Associates held 34,927.00 shares of Evercore Inc(EVR), totaling $6.98 Mil. This investment constitutes 1.78% of their stock portfolio, and Dorsey Wright & Associates now holds 0.09% of the outstanding Evercore Inc(EVR) stock.

The initial trade took place in 2020Q4. And since then Dorsey Wright & Associates has made 6 purchases of EVR, at an average price of $167.52, for a total of 62,447.00 shares. In addition, there have been 3 sales at an average price of $172.09 for 27,520.00 shares. Based on historical transaction data and EVR's current price of $291.53, Dorsey Wright & Associates's estimated gain on his EVR holdings is $4.46 Mil, reflecting a 42.61% gain to date.

Dorsey Wright & Associates EVR ($291.53) Holding Chart

Dorsey Wright & Associates EVR ($291.53) 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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