Evercore Wealth Management’s Avis CAR Stock Holding History

Evercore Wealth Management’s Portfolio CAR Stock Details CAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-22	Closed	-$1K	–	911
2017 Q2	$1K	Sell	22 -174	-89%	-$4.48K	﹤0.01%	951
2017 Q1	$6K	Hold	196	–	–	﹤0.01%	866
2016 Q4	$7K	Hold	196	–	–	﹤0.01%	852
2016 Q3	$7K	Hold	196	–	–	﹤0.01%	898
2016 Q2	$6K	Buy	196 +166	+553%	+$4.59K	﹤0.01%	897
2016 Q1	$1K	Hold	30	–	–	﹤0.01%	921
2015 Q4	$1K	Hold	30	–	–	﹤0.01%	984
2015 Q3	$1K	Hold	30	–	–	﹤0.01%	934
2015 Q2	$1K	Hold	30	–	–	﹤0.01%	1038
2015 Q1	$2K	Hold	30	–	–	﹤0.01%	960
2014 Q4	$2K	Hold	30	–	–	﹤0.01%	837
2014 Q3	$2K	Hold	30	–	–	﹤0.01%	910
2014 Q2	$2K	Hold	30	–	–	﹤0.01%	971
2014 Q1	$1K	Buy	+30	New	+$1.29K	﹤0.01%	895

Other funds holding CAR

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return