EWM
SGI

Evercore Wealth Management’s Somnigroup International SGI Stock Holding History

Evercore Wealth Management’s Portfolio SGI Stock Details SGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-14,800
Closed -$163K – 1001
2013
Q3 		$163K Hold
14,800
– – 0.01% 416
2013
Q2 		$162K Buy
+14,800
New +$168K 0.01% 424

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
CCM
Chieftain Capital Management New York $3.03M AUM 3.88% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Evercore Wealth Management's SGI Position: Q4 2013 in Review

Evercore Wealth Management sold out of Somnigroup International (SGI) in Q4 2013, closing a stake of 14,800 shares — an estimated $163K sold.

Evercore Wealth Management first reported a position in SGI in Q2 2013 and held it in 2 quarters. The position peaked at $163K in Q3 2013. 204 funds tracked by Wall St. Rank hold SGI as of Q4 2013.

  • Evercore Wealth Management reported no remaining Somnigroup International position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 14,800 Somnigroup International shares in Q4 2013, an estimated $163K.
  • Evercore Wealth Management first reported a position in Somnigroup International in Q2 2013 and held it in 2 quarters.
  • Evercore Wealth Management's Somnigroup International position peaked at $163K in Q3 2013.
  • 204 funds tracked by Wall St. Rank held Somnigroup International as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.