EWM
SBXC

Evercore Wealth Management’s SilverBox Corp III SBXC Stock Holding History

Evercore Wealth Management’s Portfolio SBXC Stock Details SBXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,599
Closed -$110K – 446
2023
Q4 		$110K Hold
10,599
– – ﹤0.01% 423
2023
Q3 		$108K Buy
+10,599
New +$108K ﹤0.01% 398

Other funds holding SBXC

SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.78% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Evercore Wealth Management sold out of SilverBox Corp III (SBXC) in Q1 2024, closing a stake of 10,599 shares — an estimated $110K sold.

Evercore Wealth Management first reported a position in SBXC in Q3 2023 and held it in 2 quarters. The position peaked at $110K in Q4 2023. 40 funds tracked by Wall St. Rank hold SBXC as of Q1 2024.

  • Evercore Wealth Management reported no remaining SilverBox Corp III position as of Q1 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 10,599 SilverBox Corp III shares in Q1 2024, an estimated $110K.
  • Evercore Wealth Management first reported a position in SilverBox Corp III in Q3 2023 and held it in 2 quarters.
  • Evercore Wealth Management's SilverBox Corp III position peaked at $110K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held SilverBox Corp III as of Q1 2024.

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