Back to EVR
JAMES INVESTMENT RESEARCH, INC. → EVR
JAMES INVESTMENT RESEARCH, INC. EVR Position History
Evercore Inc. • Financial Services
Quarters held
5
Latest value
$2.1M
Q3 2026
Peak value
$2.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.8M |
| Q4 2025 | $2.8M |
| Q1 2026 | $2.4M |
| Q2 2026 | $2.8M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 8.2K | — | — |
| Q2 2026 | $2.8M | 8.2K | — | — |
| Q1 2026 | $2.4M | 8.2K | — | — |
| Q4 2025 | $2.8M | 8.2K | — | — |
| Q3 2025 | $2.8M | 8.2K | — | — |
Other funds holding EVR
$1.2B
$1.2B
$760.2M
$577.3M
$411.8M
$411.8M
$397.9M