EWM
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Evercore Wealth Management’s Advance Auto Parts AAP Stock Holding History

Evercore Wealth Management’s Portfolio AAP Stock Details AAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-430
Closed -$68K – 947
2015
Q2 		$68K Hold
430
– – ﹤0.01% 584
2015
Q1 		$64K Hold
430
– – ﹤0.01% 594
2014
Q4 		$68K Hold
430
– – ﹤0.01% 519
2014
Q3 		$56K Hold
430
– – ﹤0.01% 595
2014
Q2 		$58K Hold
430
– – ﹤0.01% 592
2014
Q1 		$54K Hold
430
– – ﹤0.01% 584
2013
Q4 		$48K Hold
430
– – ﹤0.01% 566
2013
Q3 		$36K Sell
430
-2,057
-83% -$168K ﹤0.01% 606
2013
Q2 		$202K Buy
+2,487
New +$206K 0.01% 395

Other funds holding AAP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return