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 $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return