Evercore Wealth Management’s Ambarella AMBA Stock Holding History

Evercore Wealth Management’s Portfolio AMBA Stock Details AMBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-500	Closed	-$29K	–	373
2017 Q4	$29K	Sell	500 -500	-50%	-$27.8K	﹤0.01%	653
2017 Q3	$49K	Hold	1,000	–	–	﹤0.01%	574
2017 Q2	$49K	Hold	1,000	–	–	﹤0.01%	575
2017 Q1	$55K	Hold	1,000	–	–	﹤0.01%	582
2016 Q4	$54K	Sell	1,000 -100	-9%	-$6.03K	﹤0.01%	595
2016 Q3	$81K	Hold	1,100	–	–	﹤0.01%	514
2016 Q2	$56K	Hold	1,100	–	–	﹤0.01%	557
2016 Q1	$49K	Hold	1,100	–	–	﹤0.01%	567
2015 Q4	$61K	Sell	1,100 -100	-8%	-$5.64K	﹤0.01%	558
2015 Q3	$69K	Hold	1,200	–	–	﹤0.01%	541
2015 Q2	$123K	Hold	1,200	–	–	0.01%	495
2015 Q1	$91K	Sell	1,200 -300	-20%	-$18.2K	﹤0.01%	542
2014 Q4	$76K	Buy	1,500 +500	+50%	+$23.4K	﹤0.01%	495
2014 Q3	$44K	Hold	1,000	–	–	﹤0.01%	629
2014 Q2	$31K	Hold	1,000	–	–	﹤0.01%	672
2014 Q1	$27K	Buy	+1,000	New	+$30.6K	﹤0.01%	699

Other funds holding AMBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return