EWM
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Evercore Wealth Management’s Five Below FIVE Stock Holding History

Evercore Wealth Management’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,194
Closed -$217K – 420
2024
Q1 		$217K Sell
1,194
-19
-2% -$3.66K ﹤0.01% 393
2023
Q4 		$259K Sell
1,213
-54
-4% -$9.91K ﹤0.01% 373
2023
Q3 		$204K Hold
1,267
– – ﹤0.01% 382
2023
Q2 		$249K Hold
1,267
– – ﹤0.01% 366
2023
Q1 		$261K Hold
1,267
– – 0.01% 349
2022
Q4 		$224K Buy
+1,267
New +$199K ﹤0.01% 367
2022
Q2 		– Sell
-1,267
Closed -$201K – 408
2022
Q1 		$201K Hold
1,267
– – ﹤0.01% 419
2021
Q4 		$262K Hold
1,267
– – ﹤0.01% 382
2021
Q3 		$224K Hold
1,267
– – ﹤0.01% 399
2021
Q2 		$245K Sell
1,267
-51
-4% -$9.74K ﹤0.01% 396
2021
Q1 		$252K Hold
1,318
– – 0.01% 394
2020
Q4 		$230K Buy
+1,318
New +$195K 0.01% 395
2018
Q1 		– Sell
-1,406
Closed -$93K – 503
2017
Q4 		$93K Hold
1,406
– – ﹤0.01% 476
2017
Q3 		$77K Sell
1,406
-176
-11% -$8.62K ﹤0.01% 508
2017
Q2 		$78K Buy
1,582
+252
+19% +$12.4K ﹤0.01% 516
2017
Q1 		$58K Sell
1,330
-3,726
-74% -$148K ﹤0.01% 573
2016
Q4 		$202K Sell
5,056
-1,194
-19% -$47K 0.01% 364
2016
Q3 		$252K Sell
6,250
-6,025
-49% -$279K 0.01% 333
2016
Q2 		$570K Sell
12,275
-657,948
-98% -$27.5M 0.03% 228
2016
Q1 		$27.7M Buy
670,223
+118,241
+21% +$4.32M 1.22% 30
2015
Q4 		$17.7M Buy
551,982
+253,002
+85% +$8.1M 0.82% 40
2015
Q3 		$10M Buy
298,980
+36,215
+14% +$1.32M 0.48% 58
2015
Q2 		$10.4M Buy
262,765
+2,583
+1% +$93.8K 0.47% 60
2015
Q1 		$9.27M Buy
260,182
+173,122
+199% +$5.78M 0.43% 61
2014
Q4 		$3.54M Buy
+87,060
New +$3.52M 0.18% 101

Other funds holding FIVE

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Evercore Wealth Management's FIVE Position: Q2 2024 in Review

Evercore Wealth Management sold out of Five Below (FIVE) in Q2 2024, closing a stake of 1,194 shares — an estimated $217K sold.

Evercore Wealth Management first reported a position in FIVE in Q4 2014 and held it in 25 quarters. The position peaked at $27.7M in Q1 2016. 463 funds tracked by Wall St. Rank hold FIVE as of Q2 2024.

  • Evercore Wealth Management reported no remaining Five Below position as of Q2 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 1,194 Five Below shares in Q2 2024, an estimated $217K.
  • Evercore Wealth Management first reported a position in Five Below in Q4 2014 and held it in 25 quarters.
  • Evercore Wealth Management's Five Below position peaked at $27.7M in Q1 2016.
  • 463 funds tracked by Wall St. Rank held Five Below as of Q2 2024.

Based on Evercore Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.