Evercore Wealth Management’s Sculptor Capital Management, Inc. Class A Common Stock SCU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,000	Closed	-$19K	–	440
2018 Q2	$19K	Hold	1,000	–	–	﹤0.01%	403
2018 Q1	$27K	Hold	1,000	–	–	﹤0.01%	348
2017 Q4	$25K	Hold	1,000	–	–	﹤0.01%	696
2017 Q3	$32K	Hold	1,000	–	–	﹤0.01%	632
2017 Q2	$26K	Hold	1,000	–	–	﹤0.01%	675
2017 Q1	$23K	Hold	1,000	–	–	﹤0.01%	736
2016 Q4	$33K	Hold	1,000	–	–	﹤0.01%	681
2016 Q3	$43K	Hold	1,000	–	–	﹤0.01%	635
2016 Q2	$38K	Hold	1,000	–	–	﹤0.01%	634
2016 Q1	$43K	Hold	1,000	–	–	﹤0.01%	599
2015 Q4	$62K	Hold	1,000	–	–	﹤0.01%	557
2015 Q3	$87K	Hold	1,000	–	–	﹤0.01%	503
2015 Q2	$122K	Hold	1,000	–	–	0.01%	496
2015 Q1	$126K	Hold	1,000	–	–	0.01%	493
2014 Q4	$117K	Hold	1,000	–	–	0.01%	436
2014 Q3	$107K	Hold	1,000	–	–	0.01%	503
2014 Q2	$138K	Buy	+1,000	New	+$128K	0.01%	456

Other funds holding SCU

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

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

OAMG

Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NRC

North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return

GPC

Glacier Peak Capital Bellevue, Washington $96.2M AUM 0.45% 1-Year Est. Return

Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Evercore Wealth Management's SCU Position: Q3 2018 in Review

Evercore Wealth Management sold out of Sculptor Capital Management, Inc. Class A Common Stock (SCU) in Q3 2018, closing a stake of 1,000 shares — an estimated $19K sold.

Evercore Wealth Management first reported a position in SCU in Q2 2014 and held it in 17 quarters. The position peaked at $138K in Q2 2014. 75 funds tracked by Wall St. Rank hold SCU as of Q3 2018.

Evercore Wealth Management reported no remaining Sculptor Capital Management, Inc. Class A Common Stock position as of Q3 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,000 Sculptor Capital Management, Inc. Class A Common Stock shares in Q3 2018, an estimated $19K.
Evercore Wealth Management first reported a position in Sculptor Capital Management, Inc. Class A Common Stock in Q2 2014 and held it in 17 quarters.
Evercore Wealth Management's Sculptor Capital Management, Inc. Class A Common Stock position peaked at $138K in Q2 2014.
75 funds tracked by Wall St. Rank held Sculptor Capital Management, Inc. Class A Common Stock as of Q3 2018.

Based on Evercore Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.