EWM
AMWD

Evercore Wealth Management’s American Woodmark AMWD Stock Holding History

Evercore Wealth Management’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-19,304
Closed -$1.63M – 401
2019
Q2 		$1.63M Sell
19,304
-9,221
-32% -$777K 0.05% 162
2019
Q1 		$2.36M Buy
+28,525
New +$2.13M 0.08% 134

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Evercore Wealth Management sold out of American Woodmark (AMWD) in Q3 2019, closing a stake of 19,304 shares — an estimated $1.63M sold.

Evercore Wealth Management first reported a position in AMWD in Q1 2019 and held it in 2 quarters. The position peaked at $2.36M in Q1 2019. 199 funds tracked by Wall St. Rank hold AMWD as of Q3 2019.

  • Evercore Wealth Management reported no remaining American Woodmark position as of Q3 2019 after selling out during the quarter.
  • Evercore Wealth Management sold 19,304 American Woodmark shares in Q3 2019, an estimated $1.63M.
  • Evercore Wealth Management first reported a position in American Woodmark in Q1 2019 and held it in 2 quarters.
  • Evercore Wealth Management's American Woodmark position peaked at $2.36M in Q1 2019.
  • 199 funds tracked by Wall St. Rank held American Woodmark as of Q3 2019.

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