EWM
NOV icon

Evercore Wealth Management’s NOV NOV Stock Holding History

Evercore Wealth Management’s Portfolio NOV Stock Details NOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-200
Closed -$7K – 651
2017
Q4 		$7K Sell
200
-520
-72% -$17.6K ﹤0.01% 834
2017
Q3 		$26K Sell
720
-151
-17% -$4.93K ﹤0.01% 658
2017
Q2 		$29K Sell
871
-58
-6% -$2K ﹤0.01% 655
2017
Q1 		$37K Sell
929
-41
-4% -$1.6K ﹤0.01% 645
2016
Q4 		$36K Sell
970
-3,188
-77% -$116K ﹤0.01% 659
2016
Q3 		$152K Sell
4,158
-1,836
-31% -$61.7K 0.01% 428
2016
Q2 		$202K Buy
5,994
+2,289
+62% +$73.5K 0.01% 359
2016
Q1 		$115K Sell
3,705
-1,289
-26% -$39.4K 0.01% 430
2015
Q4 		$168K Sell
4,994
-106
-2% -$3.94K 0.01% 401
2015
Q3 		$193K Sell
5,100
-811
-14% -$33.2K 0.01% 385
2015
Q2 		$285K Sell
5,911
-1,175
-17% -$60.4K 0.01% 366
2015
Q1 		$354K Buy
7,086
+490
+7% +$26.6K 0.02% 325
2014
Q4 		$433K Buy
6,596
+542
+9% +$37.8K 0.02% 261
2014
Q3 		$460K Sell
6,054
-1,573
-21% -$130K 0.02% 271
2014
Q2 		$628K Sell
7,627
-2,336
-23% -$174K 0.03% 242
2014
Q1 		$700K Buy
9,963
+443
+5% +$30.4K 0.04% 218
2013
Q4 		$683K Sell
9,520
-705
-7% -$51.3K 0.04% 226
2013
Q3 		$719K Sell
10,225
-9,054
-47% -$606K 0.04% 237
2013
Q2 		$1.2M Buy
+19,279
New +$1.19M 0.07% 193

Other funds holding NOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Evercore Wealth Management's NOV Position: Q1 2018 in Review

Evercore Wealth Management sold out of NOV (NOV) in Q1 2018, closing a stake of 200 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in NOV in Q2 2013 and held it in 19 quarters. The position peaked at $1.2M in Q2 2013. 587 funds tracked by Wall St. Rank hold NOV as of Q1 2018.

  • Evercore Wealth Management reported no remaining NOV position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 200 NOV shares in Q1 2018, an estimated $7K.
  • Evercore Wealth Management first reported a position in NOV in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's NOV position peaked at $1.2M in Q2 2013.
  • 587 funds tracked by Wall St. Rank held NOV as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.