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Evercore Wealth Management’s Infosys INFY Stock Holding History

Evercore Wealth Management’s Portfolio INFY Stock Details INFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-784
Closed -$5K – 915
2013
Q3 		$5K Buy
+784
New +$4.64K ﹤0.01% 846

Other funds holding INFY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

Evercore Wealth Management's INFY Position: Q4 2013 in Review

Evercore Wealth Management sold out of Infosys (INFY) in Q4 2013, closing a stake of 784 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in INFY in Q3 2013 and held it in 1 quarter. The position peaked at $5K in Q3 2013. 232 funds tracked by Wall St. Rank hold INFY as of Q4 2013.

  • Evercore Wealth Management reported no remaining Infosys position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 784 Infosys shares in Q4 2013, an estimated $5K.
  • Evercore Wealth Management first reported a position in Infosys in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Infosys position peaked at $5K in Q3 2013.
  • 232 funds tracked by Wall St. Rank held Infosys as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.