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Evercore Wealth Management’s Crown Holdings CCK Stock Holding History

Evercore Wealth Management’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,000
Closed -$317K – 417
2024
Q1 		$317K Hold
4,000
– – 0.01% 335
2023
Q4 		$368K Sell
4,000
-500
-11% -$42.4K 0.01% 308
2023
Q3 		$398K Hold
4,500
– – 0.01% 292
2023
Q2 		$391K Sell
4,500
-796
-15% -$65.5K 0.01% 300
2023
Q1 		$438K Hold
5,296
– – 0.01% 288
2022
Q4 		$435K Buy
+5,296
New +$422K 0.01% 282
2014
Q3 		– Sell
-58
Closed -$3K – 940
2014
Q2 		$3K Buy
+58
New +$2.78K ﹤0.01% 945

Other funds holding CCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Evercore Wealth Management's CCK Position: Q2 2024 in Review

Evercore Wealth Management sold out of Crown Holdings (CCK) in Q2 2024, closing a stake of 4,000 shares — an estimated $317K sold.

Evercore Wealth Management first reported a position in CCK in Q2 2014 and held it in 7 quarters. The position peaked at $438K in Q1 2023. 476 funds tracked by Wall St. Rank hold CCK as of Q2 2024.

  • Evercore Wealth Management reported no remaining Crown Holdings position as of Q2 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 4,000 Crown Holdings shares in Q2 2024, an estimated $317K.
  • Evercore Wealth Management first reported a position in Crown Holdings in Q2 2014 and held it in 7 quarters.
  • Evercore Wealth Management's Crown Holdings position peaked at $438K in Q1 2023.
  • 476 funds tracked by Wall St. Rank held Crown Holdings as of Q2 2024.

Based on Evercore Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.