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Copeland Capital Management, LLC
> EVR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Evercore Inc. | EVR | 0 | -367,298 | 0 | -30,210,000 | |
| 09/30/2022 | Evercore Inc. | EVR | 367,298 | 5,183 | 30,210,000 | -3,687,000 | $82.25 |
| 06/30/2022 | Evercore Inc. | EVR | 362,115 | -1,512 | 33,897,000 | -6,582,000 | $93.61 |
| 03/31/2022 | Evercore Inc. | EVR | 363,627 | 4,755 | 40,479,000 | -8,274,000 | $111.32 |
| 12/31/2021 | Evercore Inc. | EVR | 358,872 | 81,788 | 48,753,000 | 11,715,000 | $135.85 |
| 09/30/2021 | Evercore Inc. | EVR | 277,084 | 12,580 | 37,038,000 | -196,000 | $133.67 |
| 06/30/2021 | Evercore Inc. | EVR | 271,470 | -65,720 | 38,215,000 | -6,206,000 | $140.77 |
| 03/31/2021 | Evercore Inc. | EVR | 345,831 | 8,417 | 45,560,000 | 8,566,000 | $131.74 |
| 12/31/2020 | Evercore Inc. | EVR | 344,926 | -21,590 | 37,818,000 | 13,826,000 | $109.64 |
| 09/30/2020 | Evercore Inc. | EVR | 366,516 | 89,702 | 23,992,000 | 7,682,000 | $65.46 |
| 06/30/2020 | Evercore Inc. | EVR | 276,814 | -145,863 | 16,310,000 | -3,159,000 | $58.92 |
| 03/31/2020 | Evercore Inc. | EVR | 422,677 | 25,374 | 19,469,000 | -10,233,000 | $46.06 |
| 12/31/2019 | Evercore Inc. | EVR | 429,341 | 36,897 | 32,098,000 | 663,000 | $74.76 |
| 09/30/2019 | Evercore Inc. | EVR | 392,444 | 36,736 | 31,435,000 | -71,000 | $80.10 |
| 06/30/2019 | Evercore Inc. | EVR | 355,708 | 40,574 | 31,506,000 | 2,829,000 | $88.57 |
| 03/31/2019 | Evercore Inc. | EVR | 315,134 | 55,335 | 28,677,000 | 10,086,000 | $91.00 |
| 12/31/2018 | Evercore Inc. | EVR | 293,623 | 70,713 | 21,012,000 | -1,402,000 | $71.56 |
| 09/30/2018 | Evercore Inc. | EVR | 222,910 | -43,040 | 22,414,000 | -5,630,000 | $100.55 |
| 06/30/2018 | Evercore Inc. | EVR | 265,950 | 17,171 | 28,044,000 | 6,350,000 | $105.45 |
| 03/31/2018 | Evercore Inc. | EVR | 248,779 | 148 | 21,694,000 | -683,000 | $87.20 |
| 12/31/2017 | Evercore Inc. | EVR | 248,631 | 11,889 | 22,377,000 | 3,378,000 | $90.00 |
| 09/30/2017 | Evercore Inc. | EVR | 236,742 | 5,365 | 18,999,000 | 2,687,000 | $80.25 |
| 06/30/2017 | Evercore Inc. | EVR | 231,377 | 45,385 | 16,312,000 | 1,219,000 | $70.50 |
| 03/31/2017 | Evercore Inc. | EVR | 185,992 | -58,806 | 15,093,000 | -1,725,000 | $81.15 |
| 12/31/2016 | Evercore Inc. | EVR | 244,798 | 8,607 | 16,818,000 | 4,652,000 | $68.70 |
| 09/30/2016 | Evercore Inc. | EVR | 236,191 | -14,022 | 12,166,000 | 1,109,000 | $51.51 |
| 06/30/2016 | Evercore Inc. | EVR | 250,213 | -1,561 | 11,057,000 | -1,972,000 | $44.19 |
| 03/31/2016 | Evercore Inc. | EVR | 251,774 | 251,774 | 13,029,000 | 13,029,000 | $51.75 |
| 12/31/2015 | Evercore Inc. | EVR | 256,982 | 256,982 | 13,895,000 | 13,895,000 | $54.07 |
| 09/30/2015 | Evercore Inc. | EVR | 246,574 | 246,574 | 12,388,000 | 12,388,000 | $50.24 |
| 06/30/2015 | Evercore Inc. | EVR | 214,715 | 214,715 | 11,586,000 | 11,586,000 | $53.96 |
| 03/31/2015 | Evercore Inc. | EVR | 149,932 | 33,433 | 7,745,000 | 1,644,000 | $51.66 |
| 12/31/2014 | Evercore Inc. | EVR | 116,499 | 116,499 | 6,101,000 | 6,101,000 | $52.37 |
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