EWM
APTV icon

Evercore Wealth Management’s Aptiv APTV Stock Holding History

Evercore Wealth Management’s Portfolio APTV Stock Details APTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,038
Closed -$266K – 429
2020
Q4 		$266K Buy
+2,038
New +$226K 0.01% 380
2018
Q1 		– Sell
-1,000
Closed -$85K – 379
2017
Q4 		$85K Hold
1,000
– – ﹤0.01% 493
2017
Q3 		$98K Hold
1,000
– – ﹤0.01% 465
2017
Q2 		$88K Sell
1,000
-273
-21% -$22.8K ﹤0.01% 495
2017
Q1 		$102K Buy
1,273
+68
+6% +$5.11K ﹤0.01% 480
2016
Q4 		$81K Buy
1,205
+284
+31% +$19.1K ﹤0.01% 533
2016
Q3 		$66K Sell
921
-316
-26% -$21.3K ﹤0.01% 548
2016
Q2 		$77K Buy
1,237
+402
+48% +$28.1K ﹤0.01% 503
2016
Q1 		$63K Buy
835
+102
+14% +$6.98K ﹤0.01% 526
2015
Q4 		$63K Buy
733
+653
+816% +$54.6K ﹤0.01% 553
2015
Q3 		$6K Buy
+80
New +$6.15K ﹤0.01% 872
2015
Q2 		– Sell
-117
Closed -$9K – 1058
2015
Q1 		$9K Hold
117
– – ﹤0.01% 874
2014
Q4 		$9K Hold
117
– – ﹤0.01% 752
2014
Q3 		$7K Hold
117
– – ﹤0.01% 841
2014
Q2 		$8K Buy
+117
New +$7.94K ﹤0.01% 857

Other funds holding APTV

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Evercore Wealth Management's APTV Position: Q1 2021 in Review

Evercore Wealth Management sold out of Aptiv (APTV) in Q1 2021, closing a stake of 2,038 shares — an estimated $266K sold.

Evercore Wealth Management first reported a position in APTV in Q2 2014 and held it in 15 quarters. The position peaked at $266K in Q4 2020. 720 funds tracked by Wall St. Rank hold APTV as of Q1 2021.

  • Evercore Wealth Management reported no remaining Aptiv position as of Q1 2021 after selling out during the quarter.
  • Evercore Wealth Management sold 2,038 Aptiv shares in Q1 2021, an estimated $266K.
  • Evercore Wealth Management first reported a position in Aptiv in Q2 2014 and held it in 15 quarters.
  • Evercore Wealth Management's Aptiv position peaked at $266K in Q4 2020.
  • 720 funds tracked by Wall St. Rank held Aptiv as of Q1 2021.

Based on Evercore Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.