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APPLETON PARTNERS INC/MA → EVR
APPLETON PARTNERS INC/MA EVR Position History
Evercore Inc. • Financial Services
Quarters held
5
Latest value
$8.3M
Q3 2026
Peak value
$11M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.3M |
| Q4 2025 | $10.4M |
| Q1 2026 | $9.5M |
| Q2 2026 | $11M |
| Q3 2026 | $8.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.3M | 32.3K | — | — |
| Q2 2026 | $11M | 32.2K | — | — |
| Q1 2026 | $9.5M | 31.9K | — | — |
| Q4 2025 | $10.4M | 30.7K | — | — |
| Q3 2025 | $10.3M | 30.6K | — | — |
Other funds holding EVR
$1.2B
$1.2B
$760.2M
$577.3M
$411.8M
$411.8M
$397.9M