Evercore Wealth Management’s Iridium Communications IRDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-15,000	Closed	-$370K	–	380
2019 Q4	$370K	Hold	15,000	–	–	0.01%	319
2019 Q3	$319K	Hold	15,000	–	–	0.01%	331
2019 Q2	$349K	Hold	15,000	–	–	0.01%	319
2019 Q1	$397K	Hold	15,000	–	–	0.01%	295
2018 Q4	$277K	Buy	+15,000	New	+$308K	0.01%	323
2015 Q3	–	Sell	-5,377	Closed	-$49K	–	1015
2015 Q2	$49K	Buy	5,377 +4,528	+533%	+$46.6K	﹤0.01%	638
2015 Q1	$8K	Buy	+849	New	+$7.91K	﹤0.01%	893
2014 Q3	–	Sell	-2,235	Closed	-$19K	–	964
2014 Q2	$19K	Sell	2,235 -1,041	-32%	-$7.83K	﹤0.01%	745
2014 Q1	$24K	Sell	3,276 -3,385	-51%	-$22.6K	﹤0.01%	715
2013 Q4	$43K	Buy	+6,661	New	+$40.3K	﹤0.01%	580

Other funds holding IRDM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evercore Wealth Management's IRDM Position: Q1 2020 in Review

Evercore Wealth Management sold out of Iridium Communications (IRDM) in Q1 2020, closing a stake of 15,000 shares — an estimated $370K sold.

Evercore Wealth Management first reported a position in IRDM in Q4 2013 and held it in 10 quarters. The position peaked at $397K in Q1 2019. 251 funds tracked by Wall St. Rank hold IRDM as of Q1 2020.

Evercore Wealth Management reported no remaining Iridium Communications position as of Q1 2020 after selling out during the quarter.
Evercore Wealth Management sold 15,000 Iridium Communications shares in Q1 2020, an estimated $370K.
Evercore Wealth Management first reported a position in Iridium Communications in Q4 2013 and held it in 10 quarters.
Evercore Wealth Management's Iridium Communications position peaked at $397K in Q1 2019.
251 funds tracked by Wall St. Rank held Iridium Communications as of Q1 2020.

Based on Evercore Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.