EWM
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Evercore Wealth Management’s New York Times NYT Stock Holding History

Evercore Wealth Management’s Portfolio NYT Stock Details NYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-480
Closed -$6K – 1050
2015
Q3 		$6K Hold
480
– – ﹤0.01% 877
2015
Q2 		$7K Hold
480
– – ﹤0.01% 962
2015
Q1 		$7K Hold
480
– – ﹤0.01% 905
2014
Q4 		$6K Sell
480
-200
-29% -$2.57K ﹤0.01% 781
2014
Q3 		$7K Hold
680
– – ﹤0.01% 847
2014
Q2 		$10K Hold
680
– – ﹤0.01% 839
2014
Q1 		$11K Hold
680
– – ﹤0.01% 818
2013
Q4 		$11K Hold
680
– – ﹤0.01% 753
2013
Q3 		$9K Hold
680
– – ﹤0.01% 767
2013
Q2 		$7K Buy
+680
New +$6.69K ﹤0.01% 745

Other funds holding NYT

FC
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CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
JCG
JHL Capital Group Chicago, Illinois $805M AUM 50.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return