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Evercore Wealth Management’s Bausch Health BHC Stock Holding History

Evercore Wealth Management’s Portfolio BHC Stock Details BHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-300
Closed -$6K – 396
2017
Q4 		$6K Hold
300
– – ﹤0.01% 844
2017
Q3 		$4K Hold
300
– – ﹤0.01% 851
2017
Q2 		$5K Hold
300
– – ﹤0.01% 891
2017
Q1 		$3K Hold
300
– – ﹤0.01% 917
2016
Q4 		$4K Hold
300
– – ﹤0.01% 902
2016
Q3 		$7K Hold
300
– – ﹤0.01% 897
2016
Q2 		$6K Sell
300
-1,115
-79% -$31.6K ﹤0.01% 896
2016
Q1 		$37K Hold
1,415
– – ﹤0.01% 624
2015
Q4 		$144K Sell
1,415
-1,460
-51% -$164K 0.01% 434
2015
Q3 		$514K Hold
2,875
– – 0.02% 250
2015
Q2 		$640K Buy
2,875
+385
+15% +$85.4K 0.03% 246
2015
Q1 		$497K Buy
2,490
+749
+43% +$133K 0.02% 279
2014
Q4 		$249K Buy
1,741
+271
+18% +$36.5K 0.01% 325
2014
Q3 		$192K Hold
1,470
– – 0.01% 400
2014
Q2 		$185K Hold
1,470
– – 0.01% 401
2014
Q1 		$194K Buy
1,470
+1,040
+242% +$142K 0.01% 381
2013
Q4 		$50K Buy
430
+382
+796% +$41.9K ﹤0.01% 562
2013
Q3 		$5K Sell
48
-11,819
-100% -$1.15M ﹤0.01% 837
2013
Q2 		$1.02M Buy
+11,867
New +$935K 0.06% 210

Other funds holding BHC

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Evercore Wealth Management's BHC Position: Q1 2018 in Review

Evercore Wealth Management sold out of Bausch Health (BHC) in Q1 2018, closing a stake of 300 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in BHC in Q2 2013 and held it in 19 quarters. The position peaked at $1.02M in Q2 2013. 327 funds tracked by Wall St. Rank hold BHC as of Q1 2018.

  • Evercore Wealth Management reported no remaining Bausch Health position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 300 Bausch Health shares in Q1 2018, an estimated $6K.
  • Evercore Wealth Management first reported a position in Bausch Health in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Bausch Health position peaked at $1.02M in Q2 2013.
  • 327 funds tracked by Wall St. Rank held Bausch Health as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.