EWM
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Evercore Wealth Management’s Ross Stores ROST Stock Holding History

Evercore Wealth Management’s Portfolio ROST Stock Details ROST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,134
Closed -$91K – 700
2017
Q4 		$91K Buy
1,134
+760
+203% +$53.1K ﹤0.01% 484
2017
Q3 		$24K Hold
374
– – ﹤0.01% 680
2017
Q2 		$21K Sell
374
-415
-53% -$25.9K ﹤0.01% 711
2017
Q1 		$52K Sell
789
-541
-41% -$36.2K ﹤0.01% 591
2016
Q4 		$87K Sell
1,330
-611
-31% -$40K ﹤0.01% 522
2016
Q3 		$125K Buy
1,941
+12
+0.6% +$738 0.01% 446
2016
Q2 		$109K Buy
1,929
+435
+29% +$24.2K ﹤0.01% 447
2016
Q1 		$86K Hold
1,494
– – ﹤0.01% 476
2015
Q4 		$80K Buy
1,494
+1,420
+1,919% +$72.6K ﹤0.01% 513
2015
Q3 		$4K Hold
74
– – ﹤0.01% 902
2015
Q2 		$4K Hold
74
– – ﹤0.01% 1001
2015
Q1 		$4K Sell
74
-60
-45% -$2.97K ﹤0.01% 942
2014
Q4 		$6K Buy
134
+60
+81% +$2.53K ﹤0.01% 784
2014
Q3 		$3K Hold
74
– – ﹤0.01% 905
2014
Q2 		$2K Sell
74
-66
-47% -$2.27K ﹤0.01% 980
2014
Q1 		$5K Hold
140
– – ﹤0.01% 861
2013
Q4 		$5K Sell
140
-114
-45% -$4.28K ﹤0.01% 801
2013
Q3 		$9K Buy
+254
New +$8.67K ﹤0.01% 769

Other funds holding ROST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evercore Wealth Management's ROST Position: Q1 2018 in Review

Evercore Wealth Management sold out of Ross Stores (ROST) in Q1 2018, closing a stake of 1,134 shares — an estimated $91K sold.

Evercore Wealth Management first reported a position in ROST in Q3 2013 and held it in 18 quarters. The position peaked at $125K in Q3 2016. 743 funds tracked by Wall St. Rank hold ROST as of Q1 2018.

  • Evercore Wealth Management reported no remaining Ross Stores position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 1,134 Ross Stores shares in Q1 2018, an estimated $91K.
  • Evercore Wealth Management first reported a position in Ross Stores in Q3 2013 and held it in 18 quarters.
  • Evercore Wealth Management's Ross Stores position peaked at $125K in Q3 2016.
  • 743 funds tracked by Wall St. Rank held Ross Stores as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.