Ownership history in Evercore Wealth Management, LLC Β· 53 quarters on record
This page tracks every 13F SEC filing in which Evercore Wealth Management, LLC reported a position in LABORATORY CORP AMER HLDGS COM NEW (LH). 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 underperformed the S&P 500 by β3.7% annually on this LH position. Timing score: 37% (13/35 decisions correct). Average cost basis: $63.68. Maximum drawdown during holding period: β34.4%.
β οΈ Trailed SPY by 3.7% ann. on this position.
52 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
13 of 35 add/trim decisions correct
Best entry: $61.68 (2010 Q2) Β· Worst: $221.32 (2023 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 24 trims. Bought during 4 of 19 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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