Fidelity Disciplined Equity Fund EVR Holdings History
Fidelity Disciplined Equity Fund's Evercore Inc Holding Summary
As of 2025-04-30, FIDELITY CAPITAL TRUST held 36,700.00 shares of Evercore Inc(EVR), totaling $7.53 Mil. This investment constitutes 0.42% of their stock portfolio, and FIDELITY CAPITAL TRUST now holds 0.09% 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. In addition, there have been 1 sales at an average price of $218.36 for 5,500.00 shares. Based on historical transaction data and EVR's current price of $293.86, Fidelity Disciplined Equity Fund's estimated gain on his EVR holdings is $-237,588.00, reflecting a -1.94% gain to date.
Fidelity Disciplined Equity Fund EVR ($293.86) Holding Chart
Fidelity Disciplined Equity Fund EVR ($293.86) 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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