Evercore Wealth Management’s National Instruments Corp NATI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-11,920	Closed	-$426K	–	430
2020 Q3	$426K	Sell	11,920 -8	-0.1%	-$291	0.01%	280
2020 Q2	$462K	Sell	11,928 -17	-0.1%	-$643	0.01%	270
2020 Q1	$395K	Buy	11,945 +45	+0.4%	+$1.8K	0.01%	266
2019 Q4	$504K	Hold	11,900	–	–	0.01%	277
2019 Q3	$500K	Hold	11,900	–	–	0.01%	272
2019 Q2	$500K	Hold	11,900	–	–	0.02%	275
2019 Q1	$528K	Sell	11,900 -166	-1%	-$7.53K	0.02%	264
2018 Q4	$548K	Hold	12,066	–	–	0.02%	246
2018 Q3	$583K	Sell	12,066 -159	-1%	-$7.25K	0.02%	259
2018 Q2	$513K	Buy	+12,225	New	+$542K	0.02%	267
2018 Q1	–	Sell	-12,437	Closed	-$517K	–	839
2017 Q4	$517K	Buy	12,437 +11,900	+2,216%	+$520K	0.02%	254
2017 Q3	$23K	Hold	537	–	–	﹤0.01%	693
2017 Q2	$22K	Buy	+537	New	+$19.5K	﹤0.01%	705
2017 Q1	–	Sell	-16,286	Closed	-$502K	–	1049
2016 Q4	$502K	Buy	+16,286	New	+$474K	0.02%	253
2014 Q3	–	Sell	-177	Closed	-$6K	–	1002
2014 Q2	$6K	Buy	+177	New	+$5.09K	﹤0.01%	897

Other funds holding NATI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evercore Wealth Management's NATI Position: Q4 2020 in Review

Evercore Wealth Management sold out of National Instruments Corp (NATI) in Q4 2020, closing a stake of 11,920 shares — an estimated $426K sold.

Evercore Wealth Management first reported a position in NATI in Q2 2014 and held it in 15 quarters. The position peaked at $583K in Q3 2018. 295 funds tracked by Wall St. Rank hold NATI as of Q4 2020.

Evercore Wealth Management reported no remaining National Instruments Corp position as of Q4 2020 after selling out during the quarter.
Evercore Wealth Management sold 11,920 National Instruments Corp shares in Q4 2020, an estimated $426K.
Evercore Wealth Management first reported a position in National Instruments Corp in Q2 2014 and held it in 15 quarters.
Evercore Wealth Management's National Instruments Corp position peaked at $583K in Q3 2018.
295 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2020.

Based on Evercore Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.