Ownership history in Evercore Wealth Management, LLC Β· 31 quarters on record
This page tracks every 13F SEC filing in which Evercore Wealth Management, LLC reported a position in SPDR INDEX SHS FDS (FEZ). 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 β10.0% annually on this FEZ position. Timing score: 70% (7/10 decisions correct). Average cost basis: $26.28. Maximum drawdown during holding period: β23.6%.
β Significantly underperformed the S&P 500 by 10.0% ann.
30 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
7 of 10 add/trim decisions correct
Best entry: $24.92 (2020 Q1) Β· Worst: $35.98 (2020 Q4)
πͺ Held through 2 major drawdowns (>20%).
5 adds Β· 5 trims. Bought during 0 of 12 down-price quarters. π More buys than sells across the holding period.
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.