Evercore Wealth Management’s Luminex Corp LMNX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-10,667	Closed	-$220K	–	410
2019 Q3	$220K	Hold	10,667	–	–	0.01%	374
2019 Q2	$220K	Buy	10,667 +167	+2%	+$3.67K	0.01%	391
2019 Q1	$242K	Sell	10,500 -4,000	-28%	-$100K	0.01%	363
2018 Q4	$335K	Hold	14,500	–	–	0.01%	293
2018 Q3	$439K	Sell	14,500 -10,000	-41%	-$300K	0.01%	293
2018 Q2	$723K	Buy	+24,500	New	+$629K	0.02%	231

Other funds holding LMNX

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

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

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

IMOV

Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return

Evercore Wealth Management's LMNX Position: Q4 2019 in Review

Evercore Wealth Management sold out of Luminex Corp (LMNX) in Q4 2019, closing a stake of 10,667 shares — an estimated $220K sold.

Evercore Wealth Management first reported a position in LMNX in Q2 2018 and held it in 6 quarters. The position peaked at $723K in Q2 2018. 165 funds tracked by Wall St. Rank hold LMNX as of Q4 2019.

Evercore Wealth Management reported no remaining Luminex Corp position as of Q4 2019 after selling out during the quarter.
Evercore Wealth Management sold 10,667 Luminex Corp shares in Q4 2019, an estimated $220K.
Evercore Wealth Management first reported a position in Luminex Corp in Q2 2018 and held it in 6 quarters.
Evercore Wealth Management's Luminex Corp position peaked at $723K in Q2 2018.
165 funds tracked by Wall St. Rank held Luminex Corp as of Q4 2019.

Based on Evercore Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.