EWM
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Evercore Wealth Management’s APA Corp APA Stock Holding History

Evercore Wealth Management’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-17,397
Closed -$594K – 408
2023
Q2 		$594K Hold
17,397
– – 0.01% 258
2023
Q1 		$627K Hold
17,397
– – 0.01% 252
2022
Q4 		$812K Buy
+17,397
New +$778K 0.02% 230
2019
Q2 		– Sell
-6,891
Closed -$239K – 412
2019
Q1 		$239K Buy
+6,891
New +$225K 0.01% 365
2018
Q4 		– Sell
-12,278
Closed -$586K – 373
2018
Q3 		$586K Sell
12,278
-86
-0.7% -$3.87K 0.02% 258
2018
Q2 		$579K Buy
12,364
+6,065
+96% +$252K 0.02% 256
2018
Q1 		$243K Hold
6,299
– – 0.01% 321
2017
Q4 		$266K Sell
6,299
-1,300
-17% -$54.7K 0.01% 321
2017
Q3 		$348K Hold
7,599
– – 0.01% 294
2017
Q2 		$364K Sell
7,599
-1,140
-13% -$56.2K 0.01% 298
2017
Q1 		$449K Sell
8,739
-194
-2% -$10.9K 0.02% 273
2016
Q4 		$567K Buy
8,933
+1,849
+26% +$116K 0.02% 244
2016
Q3 		$452K Hold
7,084
– – 0.02% 254
2016
Q2 		$395K Sell
7,084
-725
-9% -$39.4K 0.02% 270
2016
Q1 		$382K Sell
7,809
-2,507
-24% -$104K 0.02% 274
2015
Q4 		$459K Buy
10,316
+2,371
+30% +$110K 0.02% 262
2015
Q3 		$314K Sell
7,945
-25,223
-76% -$1.15M 0.02% 325
2015
Q2 		$1.92M Sell
33,168
-2,088
-6% -$132K 0.09% 141
2015
Q1 		$2.13M Sell
35,256
-1,980
-5% -$125K 0.1% 133
2014
Q4 		$2.34M Sell
37,236
-6,365
-15% -$453K 0.12% 116
2014
Q3 		$4.09M Buy
43,601
+400
+0.9% +$39.6K 0.2% 101
2014
Q2 		$4.35M Buy
43,201
+3,453
+9% +$313K 0.22% 96
2014
Q1 		$3.29M Sell
39,748
-1,754
-4% -$144K 0.18% 109
2013
Q4 		$3.56M Sell
41,502
-2,675
-6% -$238K 0.2% 111
2013
Q3 		$3.77M Sell
44,177
-11,117
-20% -$924K 0.22% 115
2013
Q2 		$4.64M Buy
+55,294
New +$4.39M 0.26% 101

Other funds holding APA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evercore Wealth Management's APA Position: Q3 2023 in Review

Evercore Wealth Management sold out of APA Corp (APA) in Q3 2023, closing a stake of 17,397 shares — an estimated $594K sold.

Evercore Wealth Management first reported a position in APA in Q2 2013 and held it in 26 quarters. The position peaked at $4.64M in Q2 2013. 649 funds tracked by Wall St. Rank hold APA as of Q3 2023.

  • Evercore Wealth Management reported no remaining APA Corp position as of Q3 2023 after selling out during the quarter.
  • Evercore Wealth Management sold 17,397 APA Corp shares in Q3 2023, an estimated $594K.
  • Evercore Wealth Management first reported a position in APA Corp in Q2 2013 and held it in 26 quarters.
  • Evercore Wealth Management's APA Corp position peaked at $4.64M in Q2 2013.
  • 649 funds tracked by Wall St. Rank held APA Corp as of Q3 2023.

Based on Evercore Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.