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Evercore Wealth Management’s Ford F Stock Holding History

Evercore Wealth Management’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,015
Closed -$103K – 376
2019
Q4 		$103K Buy
+11,015
New +$99K ﹤0.01% 400
2019
Q3 		– Sell
-11,412
Closed -$117K – 409
2019
Q2 		$117K Buy
+11,412
New +$112K ﹤0.01% 409
2018
Q1 		– Sell
-11,785
Closed -$147K – 494
2017
Q4 		$147K Hold
11,785
– – 0.01% 404
2017
Q3 		$141K Sell
11,785
-2,556
-18% -$28.8K 0.01% 406
2017
Q2 		$161K Sell
14,341
-29,830
-68% -$333K 0.01% 397
2017
Q1 		$514K Buy
44,171
+9,195
+26% +$114K 0.02% 257
2016
Q4 		$424K Buy
34,976
+5,274
+18% +$64K 0.02% 266
2016
Q3 		$358K Buy
29,702
+656
+2% +$8.28K 0.01% 286
2016
Q2 		$365K Buy
29,046
+2,396
+9% +$31.6K 0.02% 280
2016
Q1 		$360K Sell
26,650
-1,091
-4% -$13.7K 0.02% 283
2015
Q4 		$391K Sell
27,741
-594
-2% -$8.6K 0.02% 278
2015
Q3 		$385K Sell
28,335
-555
-2% -$7.93K 0.02% 289
2015
Q2 		$435K Sell
28,890
-810
-3% -$12.6K 0.02% 293
2015
Q1 		$478K Sell
29,700
-4,125
-12% -$65.1K 0.02% 283
2014
Q4 		$525K Sell
33,825
-1,195
-3% -$17.6K 0.03% 229
2014
Q3 		$518K Hold
35,020
– – 0.03% 258
2014
Q2 		$603K Sell
35,020
-1,005
-3% -$16.3K 0.03% 246
2014
Q1 		$562K Buy
36,025
+5,845
+19% +$90.5K 0.03% 245
2013
Q4 		$466K Sell
30,180
-96,628
-76% -$1.62M 0.03% 270
2013
Q3 		$2.14M Buy
126,808
+67,278
+113% +$1.14M 0.12% 158
2013
Q2 		$921K Buy
+59,530
New +$853K 0.05% 218

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Evercore Wealth Management's F Position: Q1 2020 in Review

Evercore Wealth Management sold out of Ford (F) in Q1 2020, closing a stake of 11,015 shares — an estimated $103K sold.

Evercore Wealth Management first reported a position in F in Q2 2013 and held it in 21 quarters. The position peaked at $2.14M in Q3 2013. 1,114 funds tracked by Wall St. Rank hold F as of Q1 2020.

  • Evercore Wealth Management reported no remaining Ford position as of Q1 2020 after selling out during the quarter.
  • Evercore Wealth Management sold 11,015 Ford shares in Q1 2020, an estimated $103K.
  • Evercore Wealth Management first reported a position in Ford in Q2 2013 and held it in 21 quarters.
  • Evercore Wealth Management's Ford position peaked at $2.14M in Q3 2013.
  • 1,114 funds tracked by Wall St. Rank held Ford as of Q1 2020.

Based on Evercore Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.