EWM
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Evercore Wealth Management’s Gen Digital GEN Stock Holding History

Evercore Wealth Management’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-500
Closed -$14K – 514
2017
Q4 		$14K Hold
500
– – ﹤0.01% 773
2017
Q3 		$16K Hold
500
– – ﹤0.01% 740
2017
Q2 		$14K Sell
500
-506
-50% -$15.3K ﹤0.01% 770
2017
Q1 		$31K Hold
1,006
– – ﹤0.01% 681
2016
Q4 		$24K Hold
1,006
– – ﹤0.01% 726
2016
Q3 		$25K Hold
1,006
– – ﹤0.01% 734
2016
Q2 		$21K Buy
+1,006
New +$18.1K ﹤0.01% 745
2016
Q1 		– Sell
-476
Closed -$10K – 965
2015
Q4 		$10K Buy
+476
New +$9.68K ﹤0.01% 852
2015
Q1 		– Sell
-102
Closed -$3K – 1008
2014
Q4 		$3K Buy
+102
New +$2.54K ﹤0.01% 820
2013
Q4 		– Sell
-216
Closed -$5K – 900
2013
Q3 		$5K Buy
+216
New +$5.42K ﹤0.01% 842

Other funds holding GEN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return