Evercore Wealth Management’s Campbell Soup CPB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,000	Closed	-$48K	–	437
2017 Q4	$48K	Buy	+1,000	New	+$47.5K	﹤0.01%	589
2016 Q4	–	Sell	-256	Closed	-$14K	–	1027
2016 Q3	$14K	Sell	256 -132	-34%	-$7.99K	﹤0.01%	828
2016 Q2	$26K	Sell	388 -12	-3%	-$752	﹤0.01%	709
2016 Q1	$26K	Hold	400	–	–	﹤0.01%	680
2015 Q4	$21K	Hold	400	–	–	﹤0.01%	754
2015 Q3	$20K	Buy	+400	New	+$19.6K	﹤0.01%	737
2015 Q1	–	Sell	-490	Closed	-$22K	–	1000
2014 Q4	$22K	Hold	490	–	–	﹤0.01%	656
2014 Q3	$20K	Hold	490	–	–	﹤0.01%	736
2014 Q2	$22K	Hold	490	–	–	﹤0.01%	719
2014 Q1	$22K	Hold	490	–	–	﹤0.01%	728
2013 Q4	$22K	Sell	490 -244	-33%	-$10.1K	﹤0.01%	665
2013 Q3	$30K	Sell	734 -400	-35%	-$17.9K	﹤0.01%	627
2013 Q2	$51K	Buy	+1,134	New	+$51.5K	﹤0.01%	566

Other funds holding CPB

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

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

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Brandywine Managers Hockessin, Delaware $170M AUM 10.01% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return