Number of Shares
9,668.00
Current Holdings Value*
$1.93 Mil
% of Portfolio
1.12%
Total Estimate Gain
$1.56 Mil
% of Total Estimate Gain
40.40%

NVIT Invesco Small Cap Growth Fund's Evercore Inc Holding Summary

As of 2025-03-31, NVIT Invesco Small Cap Growth Fund held 9,668.00 shares of Evercore Inc(EVR), totaling $1.93 Mil. This investment constitutes 1.12% of their stock portfolio, and NVIT Invesco Small Cap Growth Fund now holds 0.03% of the outstanding Evercore Inc(EVR) stock.

The initial trade took place in 2019Q3. And since then NVIT Invesco Small Cap Growth Fund has made 11 purchases of EVR, at an average price of $128.45, for a total of 30,026.00 shares. In addition, there have been 5 sales at an average price of $127.55 for 20,358.00 shares. Based on historical transaction data and EVR's current price of $291.53, NVIT Invesco Small Cap Growth Fund's estimated gain on his EVR holdings is $1.56 Mil, reflecting a 40.40% gain to date.

NVIT Invesco Small Cap Growth Fund EVR ($291.53) Holding Chart

NVIT Invesco Small Cap Growth Fund EVR ($291.53) 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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