James Small Cap Fund EVR Holdings History
Number of Shares
6,730.00
Current Holdings Value*
$1.34 Mil
% of Portfolio
2.85%
Total Estimate Gain
$1.11 Mil
% of Total Estimate Gain
119.08%
James Small Cap Fund's Evercore Inc Holding Summary
As of 2025-03-31, JAMES ADVANTAGE FUNDS held 6,730.00 shares of Evercore Inc(EVR), totaling $1.34 Mil. This investment constitutes 2.85% of their stock portfolio, and JAMES ADVANTAGE FUNDS now holds 0.02% of the outstanding Evercore Inc(EVR) stock.
The initial trade took place in 2022Q1. In addition, there have been 2 sales at an average price of $124.29 for 820.00 shares. Based on historical transaction data and EVR's current price of $287.20, James Small Cap Fund's estimated gain on his EVR holdings is $1.11 Mil, reflecting a 119.08% gain to date.
James Small Cap Fund EVR ($287.20) Holding Chart
James Small Cap Fund EVR ($287.20) 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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