Fidelity Disciplined Equity Fund EVR Holdings History
Number of Shares
42,200.00
Current Holdings Value*
$12.29 Mil
% of Portfolio
0.58%
Total Estimate Gain
$-875,228.00
% of Total Estimate Gain
-7.16%
Fidelity Disciplined Equity Fund's Evercore Inc Holding Summary
As of 2025-01-31, FIDELITY CAPITAL TRUST held 42,200.00 shares of Evercore Inc(EVR), totaling $12.29 Mil. This investment constitutes 0.58% of their stock portfolio, and FIDELITY CAPITAL TRUST now holds 0.11% of the outstanding Evercore Inc(EVR) stock.
The initial trade took place in 2025Q1. And since then Fidelity Disciplined Equity Fund has made 1 purchases of EVR, at an average price of $289.65, for a total of 42,200.00 shares. Based on historical transaction data and EVR's current price of $268.91, Fidelity Disciplined Equity Fund's estimated gain on his EVR holdings is $-875,228.00, reflecting a -7.16% gain to date.
Fidelity Disciplined Equity Fund EVR ($268.91) Holding Chart
Fidelity Disciplined Equity Fund EVR ($268.91) 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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