Evercore Wealth Management’s CF Industries CF Stock Holding History

Evercore Wealth Management’s Portfolio CF Stock Details CF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,072	Closed	-$302K	–	418
2024 Q2	$302K	Hold	4,072	–	–	﹤0.01%	337
2024 Q1	$339K	Hold	4,072	–	–	0.01%	326
2023 Q4	$324K	Hold	4,072	–	–	0.01%	332
2023 Q3	$349K	Hold	4,072	–	–	0.01%	303
2023 Q2	$283K	Buy	4,072 +66	+2%	+$4.6K	0.01%	344
2023 Q1	$290K	Sell	4,006 -142	-3%	-$11.6K	0.01%	330
2022 Q4	$353K	Buy	4,148 +61	+1%	+$6.19K	0.01%	306
2022 Q3	$393K	Buy	4,087 +48	+1%	+$4.68K	0.01%	280
2022 Q2	$346K	Hold	4,039	–	–	0.01%	301
2022 Q1	$416K	Hold	4,039	–	–	0.01%	307
2021 Q4	$286K	Sell	4,039 -835	-17%	-$52.3K	﹤0.01%	365
2021 Q3	$272K	Hold	4,874	–	–	﹤0.01%	377
2021 Q2	$251K	Sell	4,874 -23	-0.5%	-$1.17K	﹤0.01%	392
2021 Q1	$222K	Buy	+4,897	New	+$221K	﹤0.01%	411
2016 Q1	–	Sell	-503	Closed	-$21K	–	949
2015 Q4	$21K	Buy	+503	New	+$23.7K	﹤0.01%	753

Other funds holding CF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Evercore Wealth Management's CF Position: Q3 2024 in Review

Evercore Wealth Management sold out of CF Industries (CF) in Q3 2024, closing a stake of 4,072 shares — an estimated $302K sold.

Evercore Wealth Management first reported a position in CF in Q4 2015 and held it in 15 quarters. The position peaked at $416K in Q1 2022. 708 funds tracked by Wall St. Rank hold CF as of Q3 2024.

Evercore Wealth Management reported no remaining CF Industries position as of Q3 2024 after selling out during the quarter.
Evercore Wealth Management sold 4,072 CF Industries shares in Q3 2024, an estimated $302K.
Evercore Wealth Management first reported a position in CF Industries in Q4 2015 and held it in 15 quarters.
Evercore Wealth Management's CF Industries position peaked at $416K in Q1 2022.
708 funds tracked by Wall St. Rank held CF Industries as of Q3 2024.

Based on Evercore Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.