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Evelyn Partners Investment Management Services’s Element Solutions ESI Stock Holding History

Evelyn Partners Investment Management Services’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-750
Closed -$17K – 268
2025
Q1 		$17K Hold
750
– – ﹤0.01% 211
2024
Q4 		$19.1K Buy
+750
New +$20.3K ﹤0.01% 211

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SAM
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ICP
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Evelyn Partners Investment Management Services's ESI Position: Q2 2025 in Review

Evelyn Partners Investment Management Services sold out of Element Solutions (ESI) in Q2 2025, closing a stake of 750 shares — an estimated $17K sold.

Evelyn Partners Investment Management Services first reported a position in ESI in Q4 2024 and held it in 2 quarters. The position peaked at $19.1K in Q4 2024. 354 funds tracked by Wall St. Rank hold ESI as of Q2 2025.

  • Evelyn Partners Investment Management Services reported no remaining Element Solutions position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 750 Element Solutions shares in Q2 2025, an estimated $17K.
  • Evelyn Partners Investment Management Services first reported a position in Element Solutions in Q4 2024 and held it in 2 quarters.
  • Evelyn Partners Investment Management Services's Element Solutions position peaked at $19.1K in Q4 2024.
  • 354 funds tracked by Wall St. Rank held Element Solutions as of Q2 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q2 2025, filed 12 Aug 2025.