EWM
CELG

Evercore Wealth Management’s Celgene Corp CELG Stock Holding History

Evercore Wealth Management’s Portfolio CELG Stock Details CELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-9,514
Closed -$945K – 413
2019
Q3 		$945K Buy
9,514
+3,273
+52% +$311K 0.03% 209
2019
Q2 		$577K Sell
6,241
-12,458
-67% -$1.18M 0.02% 263
2019
Q1 		$1.76M Sell
18,699
-1,031
-5% -$90.2K 0.06% 158
2018
Q4 		$1.26M Buy
19,730
+1,396
+8% +$103K 0.05% 165
2018
Q3 		$1.64M Sell
18,334
-285
-2% -$25.2K 0.05% 166
2018
Q2 		$1.48M Sell
18,619
-986
-5% -$81.9K 0.05% 165
2018
Q1 		$1.75M Sell
19,605
-2,245
-10% -$216K 0.07% 143
2017
Q4 		$2.28M Sell
21,850
-481
-2% -$54.3K 0.08% 126
2017
Q3 		$3.26M Sell
22,331
-864
-4% -$118K 0.13% 102
2017
Q2 		$3.01M Buy
23,195
+186
+0.8% +$22.8K 0.12% 108
2017
Q1 		$2.86M Sell
23,009
-808
-3% -$96.7K 0.11% 112
2016
Q4 		$2.76M Sell
23,817
-1,819
-7% -$203K 0.11% 112
2016
Q3 		$2.68M Sell
25,636
-25
-0.1% -$2.71K 0.11% 114
2016
Q2 		$2.53M Buy
25,661
+469
+2% +$48.5K 0.11% 115
2016
Q1 		$2.52M Sell
25,192
-136
-0.5% -$14K 0.11% 113
2015
Q4 		$3.03M Sell
25,328
-37
-0.1% -$4.28K 0.14% 107
2015
Q3 		$2.74M Sell
25,365
-365
-1% -$45.3K 0.13% 111
2015
Q2 		$2.98M Buy
25,730
+1,182
+5% +$135K 0.13% 116
2015
Q1 		$2.83M Sell
24,548
-106
-0.4% -$12.7K 0.13% 117
2014
Q4 		$2.76M Sell
24,654
-264
-1% -$27.8K 0.14% 110
2014
Q3 		$2.36M Buy
24,918
+710
+3% +$64.1K 0.12% 131
2014
Q2 		$2.08M Buy
24,208
+852
+4% +$64.8K 0.11% 136
2014
Q1 		$1.63M Sell
23,356
-23,400
-50% -$1.85M 0.09% 146
2013
Q4 		$3.95M Sell
46,756
-36,982
-44% -$2.93M 0.22% 105
2013
Q3 		$6.46M Sell
83,738
-18,632
-18% -$1.31M 0.37% 81
2013
Q2 		$5.99M Buy
+102,370
New +$6.16M 0.34% 80

Other funds holding CELG

FP
Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
PCMC
Private Capital Management (Colorado) Denver, Colorado $501M AUM 17.09% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Evercore Wealth Management's CELG Position: Q4 2019 in Review

Evercore Wealth Management sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 9,514 shares — an estimated $945K sold.

Evercore Wealth Management first reported a position in CELG in Q2 2013 and held it in 26 quarters. The position peaked at $6.46M in Q3 2013. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Evercore Wealth Management reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Evercore Wealth Management sold 9,514 Celgene Corp shares in Q4 2019, an estimated $945K.
  • Evercore Wealth Management first reported a position in Celgene Corp in Q2 2013 and held it in 26 quarters.
  • Evercore Wealth Management's Celgene Corp position peaked at $6.46M in Q3 2013.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Evercore Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.