AWCI
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Alpine Woods Capital Investors’s Evercore EVR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-122,300
Closed -$10.7M 294
2018
Q1
$10.7M Buy
122,300
+41,800
+52% +$3.65M 0.57% 69
2017
Q4
$7.25M Sell
80,500
-17,000
-17% -$1.53M 0.36% 96
2017
Q3
$7.82M Sell
97,500
-24,500
-20% -$1.97M 0.4% 90
2017
Q2
$8.6M Hold
122,000
0.46% 80
2017
Q1
$9.5M Buy
122,000
+7,000
+6% +$545K 0.51% 75
2016
Q4
$7.9M Sell
115,000
-1,500
-1% -$103K 0.44% 85
2016
Q3
$6M Sell
116,500
-500
-0.4% -$25.8K 0.33% 96
2016
Q2
$5.17M Buy
+117,000
New +$5.17M 0.31% 104
2014
Q4
Sell
-10,000
Closed -$470K 452
2014
Q3
$470K Hold
10,000
0.03% 339
2014
Q2
$576 Buy
+10,000
New +$576 0.01% 308