Ownership history in Evercore Wealth Management, LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which Evercore Wealth Management, LLC reported a position in UBER TECHNOLOGIES INC (UBER). 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 +7.9% annually on this UBER position. Timing score: 56% (5/9 decisions correct). Average cost basis: $74.42. Maximum drawdown during holding period: β19.7%.
π₯ Exceptional β beat the S&P 500 by 7.9% per year on this position.
13 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
5 of 9 add/trim decisions correct
Best entry: $27.92 (2020 Q1) Β· Worst: $97.97 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 3 trims. Bought during 0 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Evercore Wealth Management, LLC has been actively increasing its UBER allocation β a bullish signal from insiders.
Currently 1.3% 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