Evercore Wealth Management’s Graham Holdings Company GHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-50	Closed	-$29K	–	1030
2015 Q3	$29K	Sell	50 -33	-40%	-$21.8K	﹤0.01%	673
2015 Q2	$54K	Hold	83	–	–	﹤0.01%	622
2015 Q1	$52K	Hold	83	–	–	﹤0.01%	622
2014 Q4	$43K	Hold	83	–	–	﹤0.01%	567
2014 Q3	$35K	Hold	83	–	–	﹤0.01%	656
2014 Q2	$36K	Hold	83	–	–	﹤0.01%	656
2014 Q1	$35K	Hold	83	–	–	﹤0.01%	651
2013 Q4	$33K	Hold	83	–	–	﹤0.01%	615
2013 Q3	$31K	Hold	83	–	–	﹤0.01%	623
2013 Q2	$24K	Buy	+83	New	+$23K	﹤0.01%	634

Other funds holding GHC

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Evercore Wealth Management's GHC Position: Q4 2015 in Review

Evercore Wealth Management sold out of Graham Holdings Company (GHC) in Q4 2015, closing a stake of 50 shares — an estimated $29K sold.

Evercore Wealth Management first reported a position in GHC in Q2 2013 and held it in 10 quarters. The position peaked at $54K in Q2 2015. 223 funds tracked by Wall St. Rank hold GHC as of Q4 2015.

Evercore Wealth Management reported no remaining Graham Holdings Company position as of Q4 2015 after selling out during the quarter.
Evercore Wealth Management sold 50 Graham Holdings Company shares in Q4 2015, an estimated $29K.
Evercore Wealth Management first reported a position in Graham Holdings Company in Q2 2013 and held it in 10 quarters.
Evercore Wealth Management's Graham Holdings Company position peaked at $54K in Q2 2015.
223 funds tracked by Wall St. Rank held Graham Holdings Company as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.