EWM
TRTL

Evercore Wealth Management’s TortoiseEcofin Acquisition Corp. III TRTL Stock Holding History

Evercore Wealth Management’s Portfolio TRTL Stock Details TRTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14,000
Closed -$145K – 429
2023
Q2 		$145K Hold
14,000
– – ﹤0.01% 397
2023
Q1 		$143K Buy
+14,000
New +$142K ﹤0.01% 389

Other funds holding TRTL

AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
SIM
Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PSAMP
P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return

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

Evercore Wealth Management sold out of TortoiseEcofin Acquisition Corp. III (TRTL) in Q3 2023, closing a stake of 14,000 shares — an estimated $145K sold.

Evercore Wealth Management first reported a position in TRTL in Q1 2023 and held it in 2 quarters. The position peaked at $145K in Q2 2023. 51 funds tracked by Wall St. Rank hold TRTL as of Q3 2023.

  • Evercore Wealth Management reported no remaining TortoiseEcofin Acquisition Corp. III position as of Q3 2023 after selling out during the quarter.
  • Evercore Wealth Management sold 14,000 TortoiseEcofin Acquisition Corp. III shares in Q3 2023, an estimated $145K.
  • Evercore Wealth Management first reported a position in TortoiseEcofin Acquisition Corp. III in Q1 2023 and held it in 2 quarters.
  • Evercore Wealth Management's TortoiseEcofin Acquisition Corp. III position peaked at $145K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held TortoiseEcofin Acquisition Corp. III as of Q3 2023.

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