EVERCORE INC

Ticker: EVR CUSIP: 29977A105 Class: EQTY

ENVESTNET ASSET MANAGEMENT INC's Holding History (CIK: 0001407543)

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

Q4 2025

Shares 65,295 Value ($000) $22,217 Avg Close $320.89 Range $287.24 - $353.30

Q3 2025

Shares 69,321 Value ($000) $23,383 Avg Close $312.02 Range $265.06 - $363.46

Q2 2025

Shares 57,916 Value ($000) $15,638 Avg Close $218.31 Range $147.33 - $275.24

Q1 2025

Shares 123,292 Value ($000) $24,624 Avg Close $246.39 Range $183.44 - $294.03

Q4 2024

Shares 100,813 Value ($000) $27,944 Avg Close $279.37 Range $241.56 - $319.31

Q3 2024

Shares 120,683 Value ($000) $30,574 Avg Close $234.02 Range $203.82 - $255.89

Q2 2024

Shares 106,903 Value ($000) $22,282 Avg Close $190.59 Range $171.42 - $205.02

Q1 2024

Shares 125,435 Value ($000) $24,157 Avg Close $176.58 Range $158.51 - $194.65

Q4 2023

Shares 112,353 Value ($000) $19,218 Avg Close $140.62 Range $120.67 - $169.53

Q3 2023

Shares 81,353 Value ($000) $11,217 Avg Close $131.10 Range $112.87 - $142.43

Q2 2023

Shares 66,819 Value ($000) $8,258 Avg Close $110.37 Range $99.84 - $122.95

Q1 2023

Shares 281,314 Value ($000) $7,339 Avg Close $118.51 Range $102.50 - $130.71

Q4 2022

Shares 64,140 Value ($000) $6,996 Avg Close $98.92 Range $76.90 - $112.66

Q3 2022

Shares 93,660 Value ($000) $7,703 Avg Close $88.97 Range $74.35 - $99.33

Q2 2022

Shares 97,938 Value ($000) $9,168 Avg Close $99.55 Range $85.76 - $108.77

Q1 2022

Shares 94,969 Value ($000) $10,572 Avg Close $114.28 Range $99.62 - $131.78

Q4 2021

Shares 99,328 Value ($000) $13,494 Avg Close $134.77 Range $117.25 - $151.90

Q3 2021

Shares 92,717 Value ($000) $12,393 Avg Close $125.01 Range $114.35 - $132.35

Q2 2021

Shares 92,346 Value ($000) $13,000 Avg Close $127.97 Range $116.17 - $138.09

Q1 2021

Shares 100,721 Value ($000) $13,269 Avg Close $111.29 Range $94.12 - $131.72

Q4 2020

Shares 91,229 Value ($000) $10,002 Avg Close $80.64 Range $58.96 - $102.02

Q3 2020

Shares 79,695 Value ($000) $5,217 Avg Close $54.53 Range $47.45 - $61.86

Q2 2020

Shares 70,654 Value ($000) $4,163 Avg Close $48.42 Range $37.86 - $61.32

Q1 2020

Shares 65,041 Value ($000) $2,996 Avg Close $59.03 Range $29.48 - $73.96

Q4 2019

Shares 115,682 Value ($000) $8,648 Avg Close $66.70 Range $62.02 - $70.58

Q3 2019

Shares 74,161 Value ($000) $5,940 Avg Close $71.97 Range $65.02 - $79.34

Q2 2019

Shares 79,167 Value ($000) $7,012 Avg Close $76.73 Range $66.71 - $85.05

Q1 2019

Shares 83,801 Value ($000) $7,626 Avg Close $75.30 Range $59.86 - $81.50

Q4 2018

Shares 68,496 Value ($000) $4,902 Avg Close $69.94 Range $55.06 - $86.62

Q3 2018

Shares 9,804 Value ($000) $986 Avg Close $91.33 Range $84.98 - $99.43

Q2 2018

Shares 17,410 Value ($000) $1,836 Avg Close $87.04 Range $71.44 - $95.29

Q1 2018

Shares 6,685 Value ($000) $598 Avg Close $79.15 Range $69.84 - $86.45

Q4 2017

Shares 24,188 Value ($000) $2,177 Avg Close $69.79 Range $62.84 - $78.02

Q3 2017

Shares 23,883 Value ($000) $1,915 Avg Close $62.62 Range $58.08 - $68.05

Q2 2017

Shares 21,670 Value ($000) $1,523 Avg Close $60.28 Range $55.53 - $65.60

Q1 2017

Shares 7,130 Value ($000) $554 Avg Close $64.08 Range $56.46 - $68.90

Q4 2016

Shares 6,641 Value ($000) $456 Avg Close $50.50 Range $41.42 - $59.28

Q3 2016

Shares 6,506 Value ($000) $335 Avg Close $41.06 Range $34.81 - $43.40

Q2 2016

Shares 5,749 Value ($000) $254 Avg Close $40.41 Range $32.86 - $43.20

Q1 2016

Shares 4,961 Value ($000) $257 Avg Close $38.54 Range $33.42 - $42.98

Q4 2015

Shares 3,383 Value ($000) $183 Avg Close $43.27 Range $38.30 - $48.47

Q3 2015

Shares 1,838 Value ($000) $92 Avg Close $43.65 Range $36.64 - $47.23

Q4 2014

Shares 455 Value ($000) $24 Avg Close $39.23 Range $34.93 - $42.89

Q3 2014

Shares 41 Value ($000) $2 Avg Close $40.38 Range $35.53 - $45.52

Q2 2014

Shares 41 Value ($000) $2 Avg Close $42.58 Range $37.66 - $46.04

Q4 2013

Shares 33 Value ($000) $2 Avg Close $40.94 Range $34.67 - $47.10

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	65,295	$22,217	$320.89	$287.24 - $353.30
Q3 2025	69,321	$23,383	$312.02	$265.06 - $363.46
Q2 2025	57,916	$15,638	$218.31	$147.33 - $275.24
Q1 2025	123,292	$24,624	$246.39	$183.44 - $294.03
Q4 2024	100,813	$27,944	$279.37	$241.56 - $319.31
Q3 2024	120,683	$30,574	$234.02	$203.82 - $255.89
Q2 2024	106,903	$22,282	$190.59	$171.42 - $205.02
Q1 2024	125,435	$24,157	$176.58	$158.51 - $194.65
Q4 2023	112,353	$19,218	$140.62	$120.67 - $169.53
Q3 2023	81,353	$11,217	$131.10	$112.87 - $142.43
Q2 2023	66,819	$8,258	$110.37	$99.84 - $122.95
Q1 2023	281,314	$7,339	$118.51	$102.50 - $130.71
Q4 2022	64,140	$6,996	$98.92	$76.90 - $112.66
Q3 2022	93,660	$7,703	$88.97	$74.35 - $99.33
Q2 2022	97,938	$9,168	$99.55	$85.76 - $108.77
Q1 2022	94,969	$10,572	$114.28	$99.62 - $131.78
Q4 2021	99,328	$13,494	$134.77	$117.25 - $151.90
Q3 2021	92,717	$12,393	$125.01	$114.35 - $132.35
Q2 2021	92,346	$13,000	$127.97	$116.17 - $138.09
Q1 2021	100,721	$13,269	$111.29	$94.12 - $131.72
Q4 2020	91,229	$10,002	$80.64	$58.96 - $102.02
Q3 2020	79,695	$5,217	$54.53	$47.45 - $61.86
Q2 2020	70,654	$4,163	$48.42	$37.86 - $61.32
Q1 2020	65,041	$2,996	$59.03	$29.48 - $73.96
Q4 2019	115,682	$8,648	$66.70	$62.02 - $70.58
Q3 2019	74,161	$5,940	$71.97	$65.02 - $79.34
Q2 2019	79,167	$7,012	$76.73	$66.71 - $85.05
Q1 2019	83,801	$7,626	$75.30	$59.86 - $81.50
Q4 2018	68,496	$4,902	$69.94	$55.06 - $86.62
Q3 2018	9,804	$986	$91.33	$84.98 - $99.43
Q2 2018	17,410	$1,836	$87.04	$71.44 - $95.29
Q1 2018	6,685	$598	$79.15	$69.84 - $86.45
Q4 2017	24,188	$2,177	$69.79	$62.84 - $78.02
Q3 2017	23,883	$1,915	$62.62	$58.08 - $68.05
Q2 2017	21,670	$1,523	$60.28	$55.53 - $65.60
Q1 2017	7,130	$554	$64.08	$56.46 - $68.90
Q4 2016	6,641	$456	$50.50	$41.42 - $59.28
Q3 2016	6,506	$335	$41.06	$34.81 - $43.40
Q2 2016	5,749	$254	$40.41	$32.86 - $43.20
Q1 2016	4,961	$257	$38.54	$33.42 - $42.98
Q4 2015	3,383	$183	$43.27	$38.30 - $48.47
Q3 2015	1,838	$92	$43.65	$36.64 - $47.23
Q4 2014	455	$24	$39.23	$34.93 - $42.89
Q3 2014	41	$2	$40.38	$35.53 - $45.52
Q2 2014	41	$2	$42.58	$37.66 - $46.04
Q4 2013	33	$2	$40.94	$34.67 - $47.10