EWM
O icon

Evercore Wealth Management’s Realty Income O Stock Holding History

Evercore Wealth Management’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,873
Closed -$205K – 397
2019
Q4 		$205K Sell
2,873
-802
-22% -$59.7K 0.01% 390
2019
Q3 		$273K Sell
3,675
-4,806
-57% -$337K 0.01% 352
2019
Q2 		$567K Buy
8,481
+2,083
+33% +$142K 0.02% 265
2019
Q1 		$456K Buy
6,398
+1,001
+19% +$66.3K 0.01% 282
2018
Q4 		$329K Buy
5,397
+729
+16% +$43.5K 0.01% 294
2018
Q3 		$257K Buy
4,668
+507
+12% +$27.9K 0.01% 361
2018
Q2 		$217K Sell
4,161
-695
-14% -$35.2K 0.01% 376
2018
Q1 		$243K Hold
4,856
– – 0.01% 323
2017
Q4 		$268K Hold
4,856
– – 0.01% 320
2017
Q3 		$269K Sell
4,856
-10
-0.2% -$555 0.01% 329
2017
Q2 		$260K Sell
4,866
-1,849
-28% -$102K 0.01% 334
2017
Q1 		$387K Buy
6,715
+103
+2% +$5.96K 0.02% 289
2016
Q4 		$368K Buy
6,612
+1,151
+21% +$64.6K 0.02% 279
2016
Q3 		$355K Sell
5,461
-143
-3% -$9.44K 0.01% 289
2016
Q2 		$377K Buy
5,604
+809
+17% +$49.1K 0.02% 273
2016
Q1 		$291K Buy
4,795
+1,744
+57% +$97.1K 0.01% 306
2015
Q4 		$153K Sell
3,051
-188
-6% -$8.99K 0.01% 424
2015
Q3 		$148K Sell
3,239
-232
-7% -$10.5K 0.01% 433
2015
Q2 		$150K Buy
3,471
+146
+4% +$6.68K 0.01% 468
2015
Q1 		$167K Buy
3,325
+519
+18% +$26K 0.01% 448
2014
Q4 		$129K Sell
2,806
-998
-26% -$44.2K 0.01% 420
2014
Q3 		$150K Hold
3,804
– – 0.01% 449
2014
Q2 		$164K Buy
3,804
+863
+29% +$36.1K 0.01% 421
2014
Q1 		$116K Buy
2,941
+361
+14% +$14.3K 0.01% 462
2013
Q4 		$93K Hold
2,580
– – 0.01% 468
2013
Q3 		$99K Hold
2,580
– – 0.01% 488
2013
Q2 		$105K Buy
+2,580
New +$119K 0.01% 486

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Evercore Wealth Management's O Position: Q1 2020 in Review

Evercore Wealth Management sold out of Realty Income (O) in Q1 2020, closing a stake of 2,873 shares — an estimated $205K sold.

Evercore Wealth Management first reported a position in O in Q2 2013 and held it in 27 quarters. The position peaked at $567K in Q2 2019. 762 funds tracked by Wall St. Rank hold O as of Q1 2020.

  • Evercore Wealth Management reported no remaining Realty Income position as of Q1 2020 after selling out during the quarter.
  • Evercore Wealth Management sold 2,873 Realty Income shares in Q1 2020, an estimated $205K.
  • Evercore Wealth Management first reported a position in Realty Income in Q2 2013 and held it in 27 quarters.
  • Evercore Wealth Management's Realty Income position peaked at $567K in Q2 2019.
  • 762 funds tracked by Wall St. Rank held Realty Income as of Q1 2020.

Based on Evercore Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.