WCM
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Weld Capital Management’s Evercore EVR Stock Holding History

Weld Capital Management’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,722
Closed -$242K – 66
2021
Q2 		$242K Sell
1,722
-9,290
-84% -$1.3M 0.24% 172
2021
Q1 		$1.45M Buy
11,012
+4,935
+81% +$603K 0.61% 37
2020
Q4 		$666K Buy
+6,077
New +$541K 0.26% 129
2020
Q3 		– Sell
-19,581
Closed -$1.15M – 539
2020
Q2 		$1.15M Buy
19,581
+3,827
+24% +$208K 0.45% 55
2020
Q1 		$726K Buy
+15,754
New +$1.06M 0.37% 83

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