EVERCORE INC

Ticker: EVR CUSIP: 29977A105 Class: EQTY

BANK OF MONTREAL /CAN/'s Holding History (CIK: 0000927971)

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

Q4 2025

Shares 7,320 Value ($000) $2,491 Avg Close $320.89 Range $287.24 - $353.30

Q3 2025

Shares 24,063 Value ($000) $8,117 Avg Close $312.02 Range $265.06 - $363.46

Q2 2025

Shares 7,755 Value ($000) $2,094 Avg Close $218.31 Range $147.33 - $275.24

Q1 2025

Shares 8,307 Value ($000) $1,659 Avg Close $246.39 Range $183.44 - $294.03

Q4 2024

Shares 8,253 Value ($000) $2,288 Avg Close $279.37 Range $241.56 - $319.31

Q3 2024

Shares 8,117 Value ($000) $2,063 Avg Close $234.02 Range $203.82 - $255.89

Q2 2024

Shares 51,179 Value ($000) $10,673 Avg Close $190.59 Range $171.42 - $205.02

Q1 2024

Shares 12,761 Value ($000) $2,465 Avg Close $176.58 Range $158.51 - $194.65

Q4 2023

Shares 7,756 Value ($000) $1,345 Avg Close $140.62 Range $120.67 - $169.53

Q3 2023

Shares 7,718 Value ($000) $1,120 Avg Close $131.10 Range $112.87 - $142.43

Q2 2023

Shares 7,610 Value ($000) $959 Avg Close $110.37 Range $99.84 - $122.95

Q1 2023

Shares 9,236 Value ($000) $1,206 Avg Close $118.51 Range $102.50 - $130.71

Q4 2022

Shares 8,776 Value ($000) $972 Avg Close $98.92 Range $76.90 - $112.66

Q3 2022

Shares 13,534 Value ($000) $1,119 Avg Close $88.97 Range $74.35 - $99.33

Q2 2022

Shares 23,839 Value ($000) $2,345 Avg Close $99.55 Range $85.76 - $108.77

Q1 2022

Shares 11,819 Value ($000) $1,355 Avg Close $114.28 Range $99.62 - $131.78

Q4 2021

Shares 7,474 Value ($000) $1,032 Avg Close $134.77 Range $117.25 - $151.90

Q3 2021

Shares 137,892 Value ($000) $18,920 Avg Close $125.01 Range $114.35 - $132.35

Q2 2021

Shares 151,603 Value ($000) $20,884 Avg Close $127.97 Range $116.17 - $138.09

Q1 2021

Shares 145,988 Value ($000) $19,717 Avg Close $111.29 Range $94.12 - $131.72

Q4 2020

Shares 129,900 Value ($000) $15,090 Avg Close $80.64 Range $58.96 - $102.02

Q3 2020

Shares 165,491 Value ($000) $11,613 Avg Close $54.53 Range $47.45 - $61.86

Q2 2020

Shares 223,088 Value ($000) $11,980 Avg Close $48.42 Range $37.86 - $61.32

Q1 2020

Shares 151,894 Value ($000) $7,165 Avg Close $59.03 Range $29.48 - $73.96

Q4 2019

Shares 159,769 Value ($000) $11,944 Avg Close $66.70 Range $62.02 - $70.58

Q3 2019

Shares 35,817 Value ($000) $2,868 Avg Close $71.97 Range $65.02 - $79.34

Q2 2019

Shares 36,557 Value ($000) $3,239 Avg Close $76.73 Range $66.71 - $85.05

Q1 2019

Shares 179,734 Value ($000) $16,357 Avg Close $75.30 Range $59.86 - $81.50

Q4 2018

Shares 177,060 Value ($000) $12,669 Avg Close $69.94 Range $55.06 - $86.62

Q3 2018

Shares 174,512 Value ($000) $17,546 Avg Close $91.33 Range $84.98 - $99.43

Q2 2018

Shares 168,305 Value ($000) $17,747 Avg Close $87.04 Range $71.44 - $95.29

Q1 2018

Shares 77,558 Value ($000) $6,764 Avg Close $79.15 Range $69.84 - $86.45

Q4 2017

Shares 80,849 Value ($000) $7,277 Avg Close $69.79 Range $62.84 - $78.02

Q3 2017

Shares 157,143 Value ($000) $12,611 Avg Close $62.62 Range $58.08 - $68.05

Q2 2017

Shares 160,077 Value ($000) $11,286 Avg Close $60.28 Range $55.53 - $65.60

Q1 2017

Shares 179,894 Value ($000) $14,014 Avg Close $64.08 Range $56.46 - $68.90

Q4 2016

Shares 121,262 Value ($000) $8,173 Avg Close $50.50 Range $41.42 - $59.28

Q3 2016

Shares 6,517 Value ($000) $335 Avg Close $41.06 Range $34.81 - $43.40

Q2 2016

Shares 6,190 Value ($000) $274 Avg Close $40.41 Range $32.86 - $43.20

Q1 2016

Shares 6,835 Value ($000) $354 Avg Close $38.54 Range $33.42 - $42.98

Q4 2015

Shares 5,547 Value ($000) $300 Avg Close $43.27 Range $38.30 - $48.47

Q3 2015

Shares 648 Value ($000) $33 Avg Close $43.65 Range $36.64 - $47.23

Q2 2015

Shares 648 Value ($000) $35 Avg Close $40.43 Range $36.96 - $44.86

Q1 2015

Shares 6,461 Value ($000) $333 Avg Close $40.05 Range $36.70 - $42.17

Q4 2014

Shares 7,338 Value ($000) $384 Avg Close $39.23 Range $34.93 - $42.89

Q3 2014

Shares 729 Value ($000) $34 Avg Close $40.38 Range $35.53 - $45.52

Q2 2014

Shares 1,938 Value ($000) $112 Avg Close $42.58 Range $37.66 - $46.04

Q1 2014

Shares 1,090 Value ($000) $60 Avg Close $44.20 Range $39.88 - $49.10

Q4 2013

Shares 685 Value ($000) $41 Avg Close $40.94 Range $34.67 - $47.10

Q3 2013

Shares 525 Value ($000) $26 Avg Close $35.23 Range $28.55 - $40.54

Q2 2013

Shares 275 Value ($000) $11 Avg Close $29.51 Range $26.41 - $32.20

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	7,320	$2,491	$320.89	$287.24 - $353.30
Q3 2025	24,063	$8,117	$312.02	$265.06 - $363.46
Q2 2025	7,755	$2,094	$218.31	$147.33 - $275.24
Q1 2025	8,307	$1,659	$246.39	$183.44 - $294.03
Q4 2024	8,253	$2,288	$279.37	$241.56 - $319.31
Q3 2024	8,117	$2,063	$234.02	$203.82 - $255.89
Q2 2024	51,179	$10,673	$190.59	$171.42 - $205.02
Q1 2024	12,761	$2,465	$176.58	$158.51 - $194.65
Q4 2023	7,756	$1,345	$140.62	$120.67 - $169.53
Q3 2023	7,718	$1,120	$131.10	$112.87 - $142.43
Q2 2023	7,610	$959	$110.37	$99.84 - $122.95
Q1 2023	9,236	$1,206	$118.51	$102.50 - $130.71
Q4 2022	8,776	$972	$98.92	$76.90 - $112.66
Q3 2022	13,534	$1,119	$88.97	$74.35 - $99.33
Q2 2022	23,839	$2,345	$99.55	$85.76 - $108.77
Q1 2022	11,819	$1,355	$114.28	$99.62 - $131.78
Q4 2021	7,474	$1,032	$134.77	$117.25 - $151.90
Q3 2021	137,892	$18,920	$125.01	$114.35 - $132.35
Q2 2021	151,603	$20,884	$127.97	$116.17 - $138.09
Q1 2021	145,988	$19,717	$111.29	$94.12 - $131.72
Q4 2020	129,900	$15,090	$80.64	$58.96 - $102.02
Q3 2020	165,491	$11,613	$54.53	$47.45 - $61.86
Q2 2020	223,088	$11,980	$48.42	$37.86 - $61.32
Q1 2020	151,894	$7,165	$59.03	$29.48 - $73.96
Q4 2019	159,769	$11,944	$66.70	$62.02 - $70.58
Q3 2019	35,817	$2,868	$71.97	$65.02 - $79.34
Q2 2019	36,557	$3,239	$76.73	$66.71 - $85.05
Q1 2019	179,734	$16,357	$75.30	$59.86 - $81.50
Q4 2018	177,060	$12,669	$69.94	$55.06 - $86.62
Q3 2018	174,512	$17,546	$91.33	$84.98 - $99.43
Q2 2018	168,305	$17,747	$87.04	$71.44 - $95.29
Q1 2018	77,558	$6,764	$79.15	$69.84 - $86.45
Q4 2017	80,849	$7,277	$69.79	$62.84 - $78.02
Q3 2017	157,143	$12,611	$62.62	$58.08 - $68.05
Q2 2017	160,077	$11,286	$60.28	$55.53 - $65.60
Q1 2017	179,894	$14,014	$64.08	$56.46 - $68.90
Q4 2016	121,262	$8,173	$50.50	$41.42 - $59.28
Q3 2016	6,517	$335	$41.06	$34.81 - $43.40
Q2 2016	6,190	$274	$40.41	$32.86 - $43.20
Q1 2016	6,835	$354	$38.54	$33.42 - $42.98
Q4 2015	5,547	$300	$43.27	$38.30 - $48.47
Q3 2015	648	$33	$43.65	$36.64 - $47.23
Q2 2015	648	$35	$40.43	$36.96 - $44.86
Q1 2015	6,461	$333	$40.05	$36.70 - $42.17
Q4 2014	7,338	$384	$39.23	$34.93 - $42.89
Q3 2014	729	$34	$40.38	$35.53 - $45.52
Q2 2014	1,938	$112	$42.58	$37.66 - $46.04
Q1 2014	1,090	$60	$44.20	$39.88 - $49.10
Q4 2013	685	$41	$40.94	$34.67 - $47.10
Q3 2013	525	$26	$35.23	$28.55 - $40.54
Q2 2013	275	$11	$29.51	$26.41 - $32.20