EWM
HALO icon

Evercore Wealth Management’s Halozyme HALO Stock Holding History

Evercore Wealth Management’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$259K Hold
4,000
– – ﹤0.01% 351
2025
Q4 		$269K Hold
4,000
– – ﹤0.01% 355
2025
Q3 		$293K Hold
4,000
– – ﹤0.01% 351
2025
Q2 		$208K Hold
4,000
– – ﹤0.01% 386
2025
Q1 		$255K Buy
+4,000
New +$232K ﹤0.01% 362
2024
Q4 		– Sell
-4,143
Closed -$237K – 428
2024
Q3 		$237K Hold
4,143
– – ﹤0.01% 377
2024
Q2 		$217K Buy
+4,143
New +$182K ﹤0.01% 386
2023
Q1 		– Sell
-4,143
Closed -$236K – 409
2022
Q4 		$236K Buy
+4,143
New +$212K ﹤0.01% 360

Other funds holding HALO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return