Evercore Wealth Management’s Fortive FTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,311	Closed	-$548K	–	423
2021 Q3	$548K	Hold	10,311	–	–	0.01%	275
2021 Q2	$542K	Sell	10,311 -6	-0.1%	-$323	0.01%	281
2021 Q1	$549K	Buy	10,317 +339	+3%	+$17.5K	0.01%	280
2020 Q4	$532K	Sell	9,978 -1,937	-16%	-$99.6K	0.01%	278
2020 Q3	$573K	Hold	11,915	–	–	0.01%	251
2020 Q2	$509K	Hold	11,915	–	–	0.01%	255
2020 Q1	$415K	Sell	11,915 -689	-5%	-$30.1K	0.01%	258
2019 Q4	$607K	Sell	12,604 -1,110	-8%	-$50.1K	0.02%	260
2019 Q3	$593K	Sell	13,714 -266	-2%	-$12.3K	0.02%	257
2019 Q2	$719K	Sell	13,980 -476	-3%	-$24.7K	0.02%	235
2019 Q1	$764K	Buy	14,456 +203	+1%	+$9.89K	0.02%	227
2018 Q4	$609K	Buy	14,253 +915	+7%	+$43K	0.02%	234
2018 Q3	$708K	Sell	13,338 -1,031	-7%	-$52.9K	0.02%	240
2018 Q2	$699K	Sell	14,369 -1,492	-9%	-$71.3K	0.02%	236
2018 Q1	$775K	Sell	15,861 -1,104	-7%	-$52.5K	0.03%	202
2017 Q4	$774K	Sell	16,965 -50	-0.3%	-$2.29K	0.03%	210
2017 Q3	$760K	Buy	17,015 +16	+0.1%	+$666	0.03%	206
2017 Q2	$679K	Buy	16,999 +412	+2%	+$16.2K	0.03%	219
2017 Q1	$630K	Sell	16,587 -5,959	-26%	-$214K	0.02%	235
2016 Q4	$762K	Sell	22,546 -965	-4%	-$31.9K	0.03%	207
2016 Q3	$754K	Buy	+23,511	New	+$755K	0.03%	206

Other funds holding FTV

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

Wellington Management Group

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Flossbach Von Storch

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return