EWM
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Evercore Wealth Management’s Clearfield CLFD Stock Holding History

Evercore Wealth Management’s Portfolio CLFD Stock Details CLFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-24,400
Closed -$603K – 431
2020
Q4 		$603K Sell
24,400
-24,400
-50% -$571K 0.01% 267
2020
Q3 		$984K Hold
48,800
– – 0.02% 197
2020
Q2 		$681K Hold
48,800
– – 0.02% 231
2020
Q1 		$578K Hold
48,800
– – 0.02% 226
2019
Q4 		$680K Hold
48,800
– – 0.02% 247
2019
Q3 		$578K Hold
48,800
– – 0.02% 261
2019
Q2 		$647K Buy
48,800
+28,260
+138% +$400K 0.02% 251
2019
Q1 		$302K Hold
20,540
– – 0.01% 331
2018
Q4 		$204K Buy
+20,540
New +$244K 0.01% 358
2017
Q2 		– Sell
-48,800
Closed -$803K – 976
2017
Q1 		$803K Hold
48,800
– – 0.03% 205
2016
Q4 		$1.01M Hold
48,800
– – 0.04% 178
2016
Q3 		$917K Hold
48,800
– – 0.04% 186
2016
Q2 		$873K Hold
48,800
– – 0.04% 187
2016
Q1 		$784K Hold
48,800
– – 0.03% 197
2015
Q4 		$654K Hold
48,800
– – 0.03% 222
2015
Q3 		$655K Hold
48,800
– – 0.03% 223
2015
Q2 		$776K Hold
48,800
– – 0.04% 226
2015
Q1 		$723K Sell
48,800
-1,300
-3% -$17.3K 0.03% 226
2014
Q4 		$617K Hold
50,100
– – 0.03% 219
2014
Q3 		$638K Hold
50,100
– – 0.03% 232
2014
Q2 		$841K Hold
50,100
– – 0.04% 206
2014
Q1 		$1.16M Hold
50,100
– – 0.06% 170
2013
Q4 		$1.01M Hold
50,100
– – 0.06% 190
2013
Q3 		$673K Buy
50,100
+5,100
+11% +$63.4K 0.04% 245
2013
Q2 		$424K Buy
+45,000
New +$364K 0.02% 298

Other funds holding CLFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evercore Wealth Management's CLFD Position: Q1 2021 in Review

Evercore Wealth Management sold out of Clearfield (CLFD) in Q1 2021, closing a stake of 24,400 shares — an estimated $603K sold.

Evercore Wealth Management first reported a position in CLFD in Q2 2013 and held it in 25 quarters. The position peaked at $1.16M in Q1 2014. 90 funds tracked by Wall St. Rank hold CLFD as of Q1 2021.

  • Evercore Wealth Management reported no remaining Clearfield position as of Q1 2021 after selling out during the quarter.
  • Evercore Wealth Management sold 24,400 Clearfield shares in Q1 2021, an estimated $603K.
  • Evercore Wealth Management first reported a position in Clearfield in Q2 2013 and held it in 25 quarters.
  • Evercore Wealth Management's Clearfield position peaked at $1.16M in Q1 2014.
  • 90 funds tracked by Wall St. Rank held Clearfield as of Q1 2021.

Based on Evercore Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.