Position
Creative Planning in Evercore Inc.
Back to the book · All holders of EVR
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$604K$340.24 → $298.50
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 14.5K | $4.92M | — | — | — | 0.0% |
| Q1 2026 | 25.2K | $7.52M | $298.50 | −$604K | $3.2M | 0.0% |