Mid Cap Growth Trust EVR Holdings History

Number of Shares
14,354.00
Current Holdings Value*
$2.87 Mil
% of Portfolio
0.51%
Total Estimate Gain
$3.93 Mil
% of Total Estimate Gain
38.71%

Mid Cap Growth Trust's Evercore Inc Holding Summary

As of 2025-03-31, Mid Cap Growth Trust held 14,354.00 shares of Evercore Inc(EVR), totaling $2.87 Mil. This investment constitutes 0.51% of their stock portfolio, and Mid Cap Growth Trust now holds 0.04% of the outstanding Evercore Inc(EVR) stock.

The initial trade took place in 2024Q1. And since then Mid Cap Growth Trust has made 2 purchases of EVR, at an average price of $188.25, for a total of 53,915.00 shares. In addition, there have been 3 sales at an average price of $251.54 for 39,561.00 shares. Based on historical transaction data and EVR's current price of $287.50, Mid Cap Growth Trust's estimated gain on his EVR holdings is $3.93 Mil, reflecting a 38.71% gain to date.

Mid Cap Growth Trust EVR ($287.50) Holding Chart

Mid Cap Growth Trust EVR ($287.50) 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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