EWM
ORGN

Evercore Wealth Management’s Origin Materials ORGN Stock Holding History

Evercore Wealth Management’s Portfolio ORGN Stock Details ORGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,147
Closed -$487K – 403
2022
Q3 		$487K Sell
3,147
-1,481
-32% -$262K 0.01% 259
2022
Q2 		$711K Hold
4,628
– – 0.02% 237
2022
Q1 		$913K Sell
4,628
-813
-15% -$142K 0.02% 234
2021
Q4 		$1.05M Buy
+5,441
New +$1.08M 0.02% 221

Other funds holding ORGN

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Evercore Wealth Management's ORGN Position: Q4 2022 in Review

Evercore Wealth Management sold out of Origin Materials (ORGN) in Q4 2022, closing a stake of 3,147 shares — an estimated $487K sold.

Evercore Wealth Management first reported a position in ORGN in Q4 2021 and held it in 4 quarters. The position peaked at $1.05M in Q4 2021. 126 funds tracked by Wall St. Rank hold ORGN as of Q4 2022.

  • Evercore Wealth Management reported no remaining Origin Materials position as of Q4 2022 after selling out during the quarter.
  • Evercore Wealth Management sold 3,147 Origin Materials shares in Q4 2022, an estimated $487K.
  • Evercore Wealth Management first reported a position in Origin Materials in Q4 2021 and held it in 4 quarters.
  • Evercore Wealth Management's Origin Materials position peaked at $1.05M in Q4 2021.
  • 126 funds tracked by Wall St. Rank held Origin Materials as of Q4 2022.

Based on Evercore Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.