EWM
HWEL

Evercore Wealth Management’s Healthwell Acquisition Corp. I Class A Common Stock HWEL Stock Holding History

Evercore Wealth Management’s Portfolio HWEL Stock Details HWEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,000
Closed -$134K – 433
2023
Q2 		$134K Hold
13,000
– – ﹤0.01% 399
2023
Q1 		$132K Buy
+13,000
New +$131K ﹤0.01% 393

Other funds holding HWEL

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
CCA
Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return
RCM
Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return
SOA
Sea Otter Advisors Miami, Florida $1.78M AUM 2.28% 1-Year Est. Return

Evercore Wealth Management's HWEL Position: Q3 2023 in Review

Evercore Wealth Management sold out of Healthwell Acquisition Corp. I Class A Common Stock (HWEL) in Q3 2023, closing a stake of 13,000 shares — an estimated $134K sold.

Evercore Wealth Management first reported a position in HWEL in Q1 2023 and held it in 2 quarters. The position peaked at $134K in Q2 2023. 11 funds tracked by Wall St. Rank hold HWEL as of Q3 2023.

  • Evercore Wealth Management reported no remaining Healthwell Acquisition Corp. I Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • Evercore Wealth Management sold 13,000 Healthwell Acquisition Corp. I Class A Common Stock shares in Q3 2023, an estimated $134K.
  • Evercore Wealth Management first reported a position in Healthwell Acquisition Corp. I Class A Common Stock in Q1 2023 and held it in 2 quarters.
  • Evercore Wealth Management's Healthwell Acquisition Corp. I Class A Common Stock position peaked at $134K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Healthwell Acquisition Corp. I Class A Common Stock as of Q3 2023.

Based on Evercore Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.