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Evercore Wealth Management’s Cabot Corp CBT Stock Holding History

Evercore Wealth Management’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-6,819
Closed -$246K – 420
2020
Q3 		$246K Buy
6,819
+20
+0.3% +$760 0.01% 335
2020
Q2 		$252K Buy
+6,799
New +$227K 0.01% 329
2020
Q1 		– Sell
-6,799
Closed -$323K – 366
2019
Q4 		$323K Hold
6,799
– – 0.01% 338
2019
Q3 		$308K Sell
6,799
-57
-0.8% -$2.46K 0.01% 338
2019
Q2 		$327K Hold
6,856
– – 0.01% 329
2019
Q1 		$285K Hold
6,856
– – 0.01% 336
2018
Q4 		$294K Buy
6,856
+256
+4% +$12.8K 0.01% 315
2018
Q3 		$414K Hold
6,600
– – 0.01% 300
2018
Q2 		$408K Hold
6,600
– – 0.01% 290
2018
Q1 		$368K Hold
6,600
– – 0.01% 277
2017
Q4 		$406K Hold
6,600
– – 0.02% 277
2017
Q3 		$368K Sell
6,600
-52
-0.8% -$2.78K 0.01% 288
2017
Q2 		$355K Hold
6,652
– – 0.01% 300
2017
Q1 		$399K Hold
6,652
– – 0.02% 285
2016
Q4 		$336K Sell
6,652
-72,675
-92% -$3.74M 0.01% 296
2016
Q3 		$4.16M Hold
79,327
– – 0.17% 99
2016
Q2 		$3.62M Buy
79,327
+52
+0.1% +$2.42K 0.16% 100
2016
Q1 		$3.83M Hold
79,275
– – 0.17% 98
2015
Q4 		$3.24M Sell
79,275
-329,300
-81% -$13M 0.15% 104
2015
Q3 		$12.9M Sell
408,575
-3,000
-0.7% -$104K 0.62% 51
2015
Q2 		$15.3M Sell
411,575
-3,000
-0.7% -$129K 0.69% 47
2015
Q1 		$18.7M Sell
414,575
-3,000
-0.7% -$133K 0.86% 43
2014
Q4 		$18.3M Sell
417,575
-6,625
-2% -$299K 0.91% 43
2014
Q3 		$21.5M Sell
424,200
-2,500
-0.6% -$137K 1.08% 35
2014
Q2 		$24.7M Sell
426,700
-2,500
-0.6% -$146K 1.28% 27
2014
Q1 		$25.3M Sell
429,200
-2,500
-0.6% -$131K 1.42% 17
2013
Q4 		$22.2M Sell
431,700
-8,820
-2% -$417K 1.22% 22
2013
Q3 		$18.8M Sell
440,520
-6,250
-1% -$252K 1.08% 25
2013
Q2 		$16.7M Buy
+446,770
New +$16.6M 0.95% 28

Other funds holding CBT

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evercore Wealth Management's CBT Position: Q4 2020 in Review

Evercore Wealth Management sold out of Cabot Corp (CBT) in Q4 2020, closing a stake of 6,819 shares — an estimated $246K sold.

Evercore Wealth Management first reported a position in CBT in Q2 2013 and held it in 29 quarters. The position peaked at $25.3M in Q1 2014. 279 funds tracked by Wall St. Rank hold CBT as of Q4 2020.

  • Evercore Wealth Management reported no remaining Cabot Corp position as of Q4 2020 after selling out during the quarter.
  • Evercore Wealth Management sold 6,819 Cabot Corp shares in Q4 2020, an estimated $246K.
  • Evercore Wealth Management first reported a position in Cabot Corp in Q2 2013 and held it in 29 quarters.
  • Evercore Wealth Management's Cabot Corp position peaked at $25.3M in Q1 2014.
  • 279 funds tracked by Wall St. Rank held Cabot Corp as of Q4 2020.

Based on Evercore Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.