EWM
LTHM

Evercore Wealth Management’s Livent Corporation LTHM Stock Holding History

Evercore Wealth Management’s Portfolio LTHM Stock Details LTHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22,500
Closed -$405K – 451
2023
Q4 		$405K Hold
22,500
– – 0.01% 303
2023
Q3 		$414K Sell
22,500
-11
-0% -$252 0.01% 289
2023
Q2 		$617K Hold
22,511
– – 0.01% 250
2023
Q1 		$489K Buy
22,511
+7,500
+50% +$173K 0.01% 277
2022
Q4 		$298K Buy
15,011
+5,011
+50% +$137K 0.01% 321
2022
Q3 		$306K Buy
+10,000
New +$280K 0.01% 315

Other funds holding LTHM

MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $248M AUM 21.64% 1-Year Est. Return

Evercore Wealth Management's LTHM Position: Q1 2024 in Review

Evercore Wealth Management sold out of Livent Corporation (LTHM) in Q1 2024, closing a stake of 22,500 shares — an estimated $405K sold.

Evercore Wealth Management first reported a position in LTHM in Q3 2022 and held it in 6 quarters. The position peaked at $617K in Q2 2023. 6 funds tracked by Wall St. Rank hold LTHM as of Q1 2024.

  • Evercore Wealth Management reported no remaining Livent Corporation position as of Q1 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 22,500 Livent Corporation shares in Q1 2024, an estimated $405K.
  • Evercore Wealth Management first reported a position in Livent Corporation in Q3 2022 and held it in 6 quarters.
  • Evercore Wealth Management's Livent Corporation position peaked at $617K in Q2 2023.
  • 6 funds tracked by Wall St. Rank held Livent Corporation as of Q1 2024.

Based on Evercore Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.