U.S. Small Cap Growth Portfolio EVR Holdings History
U.S. Small Cap Growth Portfolio's Evercore Inc Holding Summary
As of 2025-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 33,780.00 shares of Evercore Inc(EVR), totaling $6.93 Mil. This investment constitutes 0.5% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.09% of the outstanding Evercore Inc(EVR) stock.
The initial trade took place in 2021Q4. And since then U.S. Small Cap Growth Portfolio has made 4 purchases of EVR, at an average price of $164.09, for a total of 60,611.00 shares. In addition, there have been 6 sales at an average price of $174.97 for 26,831.00 shares. Based on historical transaction data and EVR's current price of $298.52, U.S. Small Cap Growth Portfolio's estimated gain on his EVR holdings is $4.83 Mil, reflecting a 48.59% gain to date.
U.S. Small Cap Growth Portfolio EVR ($298.52) Holding Chart
U.S. Small Cap Growth Portfolio EVR ($298.52) 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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