Evercore Wealth Management’s Corpay CPAY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-300	Closed	-$58K	–	826
2017 Q4	$58K	Hold	300	–	–	﹤0.01%	559
2017 Q3	$46K	Hold	300	–	–	﹤0.01%	586
2017 Q2	$43K	Hold	300	–	–	﹤0.01%	601
2017 Q1	$45K	Hold	300	–	–	﹤0.01%	621
2016 Q4	$42K	Hold	300	–	–	﹤0.01%	638
2016 Q3	$52K	Hold	300	–	–	﹤0.01%	588
2016 Q2	$43K	Hold	300	–	–	﹤0.01%	608
2016 Q1	$45K	Sell	300 -24	-7%	-$3.12K	﹤0.01%	589
2015 Q4	$46K	Buy	324 +24	+8%	+$3.53K	﹤0.01%	610
2015 Q3	$41K	Hold	300	–	–	﹤0.01%	618
2015 Q2	$47K	Hold	300	–	–	﹤0.01%	650
2015 Q1	$45K	Hold	300	–	–	﹤0.01%	645
2014 Q4	$45K	Buy	+300	New	+$43.2K	﹤0.01%	563

Other funds holding CPAY

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

SCM

Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Evercore Wealth Management's CPAY Position: Q1 2018 in Review

Evercore Wealth Management sold out of Corpay (CPAY) in Q1 2018, closing a stake of 300 shares — an estimated $58K sold.

Evercore Wealth Management first reported a position in CPAY in Q4 2014 and held it in 13 quarters. The position peaked at $58K in Q4 2017. 420 funds tracked by Wall St. Rank hold CPAY as of Q1 2018.

Evercore Wealth Management reported no remaining Corpay position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 300 Corpay shares in Q1 2018, an estimated $58K.
Evercore Wealth Management first reported a position in Corpay in Q4 2014 and held it in 13 quarters.
Evercore Wealth Management's Corpay position peaked at $58K in Q4 2017.
420 funds tracked by Wall St. Rank held Corpay as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.