EWM
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Evercore Wealth Management’s Robert Half RHI Stock Holding History

Evercore Wealth Management’s Portfolio RHI Stock Details RHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-100
Closed -$6K – 696
2017
Q4 		$6K Hold
100
– – ﹤0.01% 849
2017
Q3 		$5K Hold
100
– – ﹤0.01% 845
2017
Q2 		$5K Hold
100
– – ﹤0.01% 896
2017
Q1 		$5K Hold
100
– – ﹤0.01% 885
2016
Q4 		$5K Hold
100
– – ﹤0.01% 892
2016
Q3 		$4K Hold
100
– – ﹤0.01% 963
2016
Q2 		$4K Hold
100
– – ﹤0.01% 954
2016
Q1 		$5K Hold
100
– – ﹤0.01% 862
2015
Q4 		$5K Buy
+100
New +$5.04K ﹤0.01% 919

Other funds holding RHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return