EWM
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Evercore Wealth Management’s Keysight KEYS Stock Holding History

Evercore Wealth Management’s Portfolio KEYS Stock Details KEYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-19
Closed -$1K – 917
2017
Q3 		$1K Hold
19
– – ﹤0.01% 892
2017
Q2 		$1K Hold
19
– – ﹤0.01% 955
2017
Q1 		$1K Hold
19
– – ﹤0.01% 967
2016
Q4 		$1K Sell
19
-136
-88% -$4.69K ﹤0.01% 978
2016
Q3 		$5K Hold
155
– – ﹤0.01% 934
2016
Q2 		$5K Buy
155
+19
+14% +$538 ﹤0.01% 916
2016
Q1 		$4K Hold
136
– – ﹤0.01% 879
2015
Q4 		$4K Buy
+136
New +$4.18K ﹤0.01% 939
2015
Q1 		– Sell
-127
Closed -$4K – 1019
2014
Q4 		$4K Buy
+127
New +$4.15K ﹤0.01% 808

Other funds holding KEYS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return