Evercore Wealth Management’s H.B. Fuller FUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-5,400	Closed	-$251K	–	410
2019 Q2	$251K	Hold	5,400	–	–	0.01%	361
2019 Q1	$263K	Hold	5,400	–	–	0.01%	352
2018 Q4	$230K	Hold	5,400	–	–	0.01%	344
2018 Q3	$279K	Hold	5,400	–	–	0.01%	351
2018 Q2	$290K	Hold	5,400	–	–	0.01%	332
2018 Q1	$269K	Hold	5,400	–	–	0.01%	308
2017 Q4	$291K	Hold	5,400	–	–	0.01%	309
2017 Q3	$314K	Hold	5,400	–	–	0.01%	311
2017 Q2	$276K	Hold	5,400	–	–	0.01%	331
2017 Q1	$278K	Buy	+5,400	New	+$270K	0.01%	328

Other funds holding FUL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Evercore Wealth Management's FUL Position: Q3 2019 in Review

Evercore Wealth Management sold out of H.B. Fuller (FUL) in Q3 2019, closing a stake of 5,400 shares — an estimated $251K sold.

Evercore Wealth Management first reported a position in FUL in Q1 2017 and held it in 10 quarters. The position peaked at $314K in Q3 2017. 207 funds tracked by Wall St. Rank hold FUL as of Q3 2019.

Evercore Wealth Management reported no remaining H.B. Fuller position as of Q3 2019 after selling out during the quarter.
Evercore Wealth Management sold 5,400 H.B. Fuller shares in Q3 2019, an estimated $251K.
Evercore Wealth Management first reported a position in H.B. Fuller in Q1 2017 and held it in 10 quarters.
Evercore Wealth Management's H.B. Fuller position peaked at $314K in Q3 2017.
207 funds tracked by Wall St. Rank held H.B. Fuller as of Q3 2019.

Based on Evercore Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.