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EVERCORE PARTNERS CLASS A
EVERCORE PARTNERS CLASS A. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 6 Institutional holders with a total value of $30,192,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 HALSEY ASSOCIATES INC/CT 233,956 12,107,000 40.10%
2 SCOUT INVESTMENTS, INC. 161,464 8,356,000 27.68%
3 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 127,863 6,617,000 21.92%
4 CG Asset Management LLC 39,830 2,061,000 6.83%
5 SVB WEALTH LLC 12,610 653,000 2.16%
6 ROTHSCHILD INVESTMENT LLC /IL 7,700 398,000 1.32%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.