Evercore Wealth Management’s Plantronics, Inc. POLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,475
| Closed | -$217K | – | 400 |
|
|
2022
Q2 | $217K | Hold |
5,475
| – | – | ﹤0.01% | 367 |
|
|
2022
Q1 | $216K | Sell |
5,475
-10,700
| -66% | -$304K | ﹤0.01% | 408 |
|
|
2021
Q4 | $475K | Hold |
16,175
| – | – | 0.01% | 291 |
|
|
2021
Q3 | $416K | Hold |
16,175
| – | – | 0.01% | 312 |
|
|
2021
Q2 | $675K | Hold |
16,175
| – | – | 0.01% | 263 |
|
|
2021
Q1 | $629K | Sell |
16,175
-1,500
| -8% | -$56.3K | 0.01% | 268 |
|
|
2020
Q4 | $478K | Hold |
17,675
| – | – | 0.01% | 295 |
|
|
2020
Q3 | $209K | Sell |
17,675
-1,000
| -5% | -$15.6K | 0.01% | 361 |
|
|
2020
Q2 | $274K | Hold |
18,675
| – | – | 0.01% | 318 |
|
|
2020
Q1 | $188K | Hold |
18,675
| – | – | 0.01% | 344 |
|
|
2019
Q4 | $511K | Buy |
18,675
+2,950
| +19% | +$88.8K | 0.01% | 275 |
|
|
2019
Q3 | $587K | Sell |
15,725
-500
| -3% | -$17K | 0.02% | 260 |
|
|
2019
Q2 | $601K | Buy |
16,225
+5,475
| +51% | +$254K | 0.02% | 259 |
|
|
2019
Q1 | $496K | Sell |
10,750
-16,500
| -61% | -$720K | 0.02% | 270 |
|
|
2018
Q4 | $902K | Hold |
27,250
| – | – | 0.03% | 186 |
|
|
2018
Q3 | $1.64M | Hold |
27,250
| – | – | 0.05% | 165 |
|
|
2018
Q2 | $2.08M | Buy |
27,250
+22,950
| +534% | +$1.59M | 0.07% | 138 |
|
|
2018
Q1 | $260K | Hold |
4,300
| – | – | 0.01% | 312 |
|
|
2017
Q4 | $217K | Hold |
4,300
| – | – | 0.01% | 352 |
|
|
2017
Q3 | $190K | Hold |
4,300
| – | – | 0.01% | 370 |
|
|
2017
Q2 | $225K | Hold |
4,300
| – | – | 0.01% | 345 |
|
|
2017
Q1 | $233K | Hold |
4,300
| – | – | 0.01% | 342 |
|
|
2016
Q4 | $235K | Hold |
4,300
| – | – | 0.01% | 338 |
|
|
2016
Q3 | $223K | Hold |
4,300
| – | – | 0.01% | 354 |
|
|
2016
Q2 | $189K | Buy |
4,300
+300
| +8% | +$12.5K | 0.01% | 374 |
|
|
2016
Q1 | $157K | Hold |
4,000
| – | – | 0.01% | 397 |
|
|
2015
Q4 | $190K | Hold |
4,000
| – | – | 0.01% | 375 |
|
|
2015
Q3 | $204K | Sell |
4,000
-100
| -2% | -$5.46K | 0.01% | 376 |
|
|
2015
Q2 | $232K | Buy |
4,100
+100
| +3% | +$5.58K | 0.01% | 395 |
|
|
2015
Q1 | $212K | Hold |
4,000
| – | – | 0.01% | 407 |
|
|
2014
Q4 | $212K | Hold |
4,000
| – | – | 0.01% | 353 |
|
|
2014
Q3 | $192K | Hold |
4,000
| – | – | 0.01% | 402 |
|
|
2014
Q2 | $192K | Sell |
4,000
-1,000
| -20% | -$44.5K | 0.01% | 395 |
|
|
2014
Q1 | $222K | Buy |
+5,000
| New | +$221K | 0.01% | 361 |
|
Other funds holding POLY
Evercore Wealth Management's POLY Position: Q3 2022 in Review
Evercore Wealth Management sold out of Plantronics, Inc. (POLY) in Q3 2022, closing a stake of 5,475 shares — an estimated $217K sold.
Evercore Wealth Management first reported a position in POLY in Q1 2014 and held it in 34 quarters. The position peaked at $2.08M in Q2 2018. 2 funds tracked by Wall St. Rank hold POLY as of Q3 2022.
- Evercore Wealth Management reported no remaining Plantronics, Inc. position as of Q3 2022 after selling out during the quarter.
- Evercore Wealth Management sold 5,475 Plantronics, Inc. shares in Q3 2022, an estimated $217K.
- Evercore Wealth Management first reported a position in Plantronics, Inc. in Q1 2014 and held it in 34 quarters.
- Evercore Wealth Management's Plantronics, Inc. position peaked at $2.08M in Q2 2018.
- 2 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2022.
Based on Evercore Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.