Evercore Wealth Management’s Enstar Group ESGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,208	Closed	-$252K	–	384
2018 Q3	$252K	Buy	+1,208	New	+$256K	0.01%	365
2018 Q1	–	Sell	-518	Closed	-$104K	–	478
2017 Q4	$104K	Sell	518 -100	-16%	-$22.3K	﹤0.01%	453
2017 Q3	$137K	Hold	618	–	–	0.01%	413
2017 Q2	$123K	Hold	618	–	–	﹤0.01%	432
2017 Q1	$118K	Hold	618	–	–	﹤0.01%	447
2016 Q4	$122K	Hold	618	–	–	0.01%	457
2016 Q3	$102K	Hold	618	–	–	﹤0.01%	476
2016 Q2	$100K	Buy	618 +18	+3%	+$2.84K	﹤0.01%	462
2016 Q1	$98K	Sell	600 -550	-48%	-$85.1K	﹤0.01%	461
2015 Q4	$173K	Buy	+1,150	New	+$177K	0.01%	393
2015 Q1	–	Sell	-13	Closed	-$2K	–	1004
2014 Q4	$2K	Buy	+13	New	+$1.89K	﹤0.01%	842
2014 Q2	–	Sell	-250	Closed	-$34K	–	1013
2014 Q1	$34K	Hold	250	–	–	﹤0.01%	656
2013 Q4	$35K	Hold	250	–	–	﹤0.01%	607
2013 Q3	$34K	Hold	250	–	–	﹤0.01%	613
2013 Q2	$33K	Buy	+250	New	+$32.2K	﹤0.01%	613

Other funds holding ESGR

Hillhouse Investment Management Grand Cayman, Cayman Islands $3.13B AUM 7.29% 1-Year Est. Return

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Fidelity Investments

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

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

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return