Mid Cap Growth Fund EVR Holdings History

Number of Shares
29,350.00
Current Holdings Value*
$5.86 Mil
% of Portfolio
0.51%
Total Estimate Gain
$9.10 Mil
% of Total Estimate Gain
39.53%

Mid Cap Growth Fund's Evercore Inc Holding Summary

As of 2025-03-31, Mid Cap Growth Fund held 29,350.00 shares of Evercore Inc(EVR), totaling $5.86 Mil. This investment constitutes 0.51% of their stock portfolio, and Mid Cap Growth Fund now holds 0.08% of the outstanding Evercore Inc(EVR) stock.

The initial trade took place in 2024Q1. And since then Mid Cap Growth Fund has made 2 purchases of EVR, at an average price of $188.24, for a total of 122,321.00 shares. In addition, there have been 3 sales at an average price of $254.71 for 92,971.00 shares. Based on historical transaction data and EVR's current price of $287.81, Mid Cap Growth Fund's estimated gain on his EVR holdings is $9.10 Mil, reflecting a 39.53% gain to date.

Mid Cap Growth Fund EVR ($287.81) Holding Chart

Mid Cap Growth Fund EVR ($287.81) 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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