EVERCORE INC

Ticker: EVR CUSIP: 29977A105 Class: EQTY

MASSACHUSETTS FINANCIAL SERVICES CO /MA/'s Holding History (CIK: 0000912938)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025

Shares 81,959 Value ($000) $22,131 Avg Close $218.31 Range $147.33 - $275.24

Q1 2025

Shares 691,000 Value ($000) $138,007 Avg Close $246.39 Range $183.44 - $294.03

Q4 2024

Shares 774,470 Value ($000) $214,675 Avg Close $279.37 Range $241.56 - $319.31

Q3 2024

Shares 907,767 Value ($000) $229,974 Avg Close $234.02 Range $203.82 - $255.89

Q2 2024

Shares 1,040,780 Value ($000) $216,930 Avg Close $190.59 Range $171.42 - $205.02

Q1 2024

Shares 1,051,361 Value ($000) $202,482 Avg Close $176.58 Range $158.51 - $194.65

Q4 2023

Shares 1,058,525 Value ($000) $181,061 Avg Close $140.62 Range $120.67 - $169.53

Q3 2023

Shares 1,070,915 Value ($000) $147,658 Avg Close $131.10 Range $112.87 - $142.43

Q2 2023

Shares 1,069,568 Value ($000) $132,188 Avg Close $110.37 Range $99.84 - $122.95

Q1 2023

Shares 878,275 Value ($000) $101,335 Avg Close $118.51 Range $102.50 - $130.71

Q4 2022

Shares 870,944 Value ($000) $95,003 Avg Close $98.92 Range $76.90 - $112.66

Q3 2022

Shares 101,310 Value ($000) $8,333 Avg Close $88.97 Range $74.35 - $99.33

Q1 2022

Shares 69,179 Value ($000) $7,701 Avg Close $114.28 Range $99.62 - $131.78

Q4 2021

Shares 73,273 Value ($000) $9,954 Avg Close $134.77 Range $117.25 - $151.90

Q3 2021

Shares 89,243 Value ($000) $11,929 Avg Close $125.01 Range $114.35 - $132.35

Q2 2021

Shares 95,020 Value ($000) $13,375 Avg Close $127.97 Range $116.17 - $138.09

Q1 2021

Shares 100,805 Value ($000) $13,280 Avg Close $111.29 Range $94.12 - $131.72

Q4 2020

Shares 59,676 Value ($000) $6,543 Avg Close $80.64 Range $58.96 - $102.02

Q3 2020

Shares 4,862 Value ($000) $318 Avg Close $54.53 Range $47.45 - $61.86

Q1 2015

Shares 998,969 Value ($000) $51,606,739 Avg Close $40.05 Range $36.70 - $42.17

Q4 2014

Shares 897,377 Value ($000) $46,995,634 Avg Close $39.23 Range $34.93 - $42.89

Q3 2014

Shares 324,999 Value ($000) $15,275 Avg Close $40.38 Range $35.53 - $45.52

Q2 2014

Shares 638,789 Value ($000) $36,820 Avg Close $42.58 Range $37.66 - $46.04

Q1 2014

Shares 581,860 Value ($000) $32,147,765 Avg Close $44.20 Range $39.88 - $49.10

Q4 2013

Shares 551,610 Value ($000) $32,975,246 Avg Close $40.94 Range $34.67 - $47.10

Q3 2013

Shares 510,760 Value ($000) $25,144,715 Avg Close $35.23 Range $28.55 - $40.54

Q2 2013

Shares 360,380 Value ($000) $14,155,727 Avg Close $29.51 Range $26.41 - $32.20

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	81,959	$22,131	$218.31	$147.33 - $275.24
Q1 2025	691,000	$138,007	$246.39	$183.44 - $294.03
Q4 2024	774,470	$214,675	$279.37	$241.56 - $319.31
Q3 2024	907,767	$229,974	$234.02	$203.82 - $255.89
Q2 2024	1,040,780	$216,930	$190.59	$171.42 - $205.02
Q1 2024	1,051,361	$202,482	$176.58	$158.51 - $194.65
Q4 2023	1,058,525	$181,061	$140.62	$120.67 - $169.53
Q3 2023	1,070,915	$147,658	$131.10	$112.87 - $142.43
Q2 2023	1,069,568	$132,188	$110.37	$99.84 - $122.95
Q1 2023	878,275	$101,335	$118.51	$102.50 - $130.71
Q4 2022	870,944	$95,003	$98.92	$76.90 - $112.66
Q3 2022	101,310	$8,333	$88.97	$74.35 - $99.33
Q1 2022	69,179	$7,701	$114.28	$99.62 - $131.78
Q4 2021	73,273	$9,954	$134.77	$117.25 - $151.90
Q3 2021	89,243	$11,929	$125.01	$114.35 - $132.35
Q2 2021	95,020	$13,375	$127.97	$116.17 - $138.09
Q1 2021	100,805	$13,280	$111.29	$94.12 - $131.72
Q4 2020	59,676	$6,543	$80.64	$58.96 - $102.02
Q3 2020	4,862	$318	$54.53	$47.45 - $61.86
Q1 2015	998,969	$51,606,739	$40.05	$36.70 - $42.17
Q4 2014	897,377	$46,995,634	$39.23	$34.93 - $42.89
Q3 2014	324,999	$15,275	$40.38	$35.53 - $45.52
Q2 2014	638,789	$36,820	$42.58	$37.66 - $46.04
Q1 2014	581,860	$32,147,765	$44.20	$39.88 - $49.10
Q4 2013	551,610	$32,975,246	$40.94	$34.67 - $47.10
Q3 2013	510,760	$25,144,715	$35.23	$28.55 - $40.54
Q2 2013	360,380	$14,155,727	$29.51	$26.41 - $32.20