EWM
AABA

Evercore Wealth Management’s Altaba Inc AABA Stock Holding History

Evercore Wealth Management’s Portfolio AABA Stock Details AABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,600
Closed -$250K – 428
2019
Q2 		$250K Hold
3,600
– – 0.01% 362
2019
Q1 		$267K Hold
3,600
– – 0.01% 348
2018
Q4 		$209K Hold
3,600
– – 0.01% 356
2018
Q3 		$245K Hold
3,600
– – 0.01% 372
2018
Q2 		$264K Hold
3,600
– – 0.01% 350
2018
Q1 		$267K Hold
3,600
– – 0.01% 309
2017
Q4 		$251K Sell
3,600
-150
-4% -$10.4K 0.01% 329
2017
Q3 		$248K Sell
3,750
-200
-5% -$12.3K 0.01% 337
2017
Q2 		$215K Buy
+3,950
New +$215K 0.01% 355

Other funds holding AABA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Evercore Wealth Management's AABA Position: Q3 2019 in Review

Evercore Wealth Management sold out of Altaba Inc (AABA) in Q3 2019, closing a stake of 3,600 shares — an estimated $250K sold.

Evercore Wealth Management first reported a position in AABA in Q2 2017 and held it in 9 quarters. The position peaked at $267K in Q1 2019. 294 funds tracked by Wall St. Rank hold AABA as of Q3 2019.

  • Evercore Wealth Management reported no remaining Altaba Inc position as of Q3 2019 after selling out during the quarter.
  • Evercore Wealth Management sold 3,600 Altaba Inc shares in Q3 2019, an estimated $250K.
  • Evercore Wealth Management first reported a position in Altaba Inc in Q2 2017 and held it in 9 quarters.
  • Evercore Wealth Management's Altaba Inc position peaked at $267K in Q1 2019.
  • 294 funds tracked by Wall St. Rank held Altaba Inc as of Q3 2019.

Based on Evercore Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.