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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return