EWM
DNA icon

Evercore Wealth Management’s Ginkgo Bioworks DNA Stock Holding History

Evercore Wealth Management’s Portfolio DNA Stock Details DNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-578
Closed -$7.73K – 420
2024
Q2 		$7.73K Hold
578
– – ﹤0.01% 408
2024
Q1 		$26.8K Hold
578
– – ﹤0.01% 419
2023
Q4 		$39.1K Hold
578
– – ﹤0.01% 428
2023
Q3 		$41.8K Hold
578
– – ﹤0.01% 403
2023
Q2 		$43K Hold
578
– – ﹤0.01% 411
2023
Q1 		$30.7K Hold
578
– – ﹤0.01% 401
2022
Q4 		$39.1K Buy
+578
New +$53.2K ﹤0.01% 393

Other funds holding DNA

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACG
Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Evercore Wealth Management sold out of Ginkgo Bioworks (DNA) in Q3 2024, closing a stake of 578 shares — an estimated $7.73K sold.

Evercore Wealth Management first reported a position in DNA in Q4 2022 and held it in 7 quarters. The position peaked at $43K in Q2 2023. 159 funds tracked by Wall St. Rank hold DNA as of Q3 2024.

  • Evercore Wealth Management reported no remaining Ginkgo Bioworks position as of Q3 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 578 Ginkgo Bioworks shares in Q3 2024, an estimated $7.73K.
  • Evercore Wealth Management first reported a position in Ginkgo Bioworks in Q4 2022 and held it in 7 quarters.
  • Evercore Wealth Management's Ginkgo Bioworks position peaked at $43K in Q2 2023.
  • 159 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q3 2024.

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