EWM
BKCC

Evercore Wealth Management’s BlackRock Capital Investment Corporation BKCC Stock Holding History

Evercore Wealth Management’s Portfolio BKCC Stock Details BKCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-18,272
Closed -$70.7K – 450
2023
Q4 		$70.7K Hold
18,272
– – ﹤0.01% 427
2023
Q3 		$67.8K Hold
18,272
– – ﹤0.01% 401
2023
Q2 		$59.9K Hold
18,272
– – ﹤0.01% 409
2023
Q1 		$63K Hold
18,272
– – ﹤0.01% 400
2022
Q4 		$66.1K Hold
18,272
– – ﹤0.01% 391
2022
Q3 		$62K Hold
18,272
– – ﹤0.01% 372
2022
Q2 		$67K Hold
18,272
– – ﹤0.01% 385
2022
Q1 		$77K Hold
18,272
– – ﹤0.01% 427
2021
Q4 		$73K Buy
+18,272
New +$76.4K ﹤0.01% 418

Other funds holding BKCC

SA
SpiderRock Advisors Wilimington, Delaware $6.29B AUM

Evercore Wealth Management's BKCC Position: Q1 2024 in Review

Evercore Wealth Management sold out of BlackRock Capital Investment Corporation (BKCC) in Q1 2024, closing a stake of 18,272 shares — an estimated $70.7K sold.

Evercore Wealth Management first reported a position in BKCC in Q4 2021 and held it in 9 quarters. The position peaked at $77K in Q1 2022. 1 fund tracked by Wall St. Rank holds BKCC as of Q1 2024.

  • Evercore Wealth Management reported no remaining BlackRock Capital Investment Corporation position as of Q1 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 18,272 BlackRock Capital Investment Corporation shares in Q1 2024, an estimated $70.7K.
  • Evercore Wealth Management first reported a position in BlackRock Capital Investment Corporation in Q4 2021 and held it in 9 quarters.
  • Evercore Wealth Management's BlackRock Capital Investment Corporation position peaked at $77K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q1 2024.

Based on Evercore Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.