Ownership history in Evercore Wealth Management, LLC Β· 57 quarters on record
This page tracks every 13F SEC filing in which Evercore Wealth Management, LLC reported a position in BLACKSTONE GROUP L P COM UNIT LTD (BX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Evercore Wealth Management, LLC outperformed the S&P 500 by +12.8% annually on this BX position. Timing score: 55% (30/55 decisions correct). Average cost basis: $72.13. Maximum drawdown during holding period: β40.0%.
π₯ Exceptional β beat the S&P 500 by 12.8% per year on this position.
55 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
30 of 55 add/trim decisions correct
Best entry: $7.19 (2012 Q3) Β· Worst: $145.67 (2025 Q2)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
32 adds Β· 25 trims. Bought during 10 of 16 down-price quarters. π More buys than sells across the holding period.
π Evercore Wealth Management, LLC has been actively increasing its BX allocation β a bullish signal from insiders.
Currently 2.97% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size