Evercore Wealth Management’s Sleep Number SNBR Stock Holding History

Evercore Wealth Management’s Portfolio SNBR Stock Details SNBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-2,500	Closed	-$94K	–	723
2017 Q4	$94K	Hold	2,500	–	–	﹤0.01%	473
2017 Q3	$78K	Hold	2,500	–	–	﹤0.01%	506
2017 Q2	$89K	Sell	2,500 -230	-8%	-$6.88K	﹤0.01%	494
2017 Q1	$68K	Buy	2,730 +230	+9%	+$5.16K	﹤0.01%	547
2016 Q4	$57K	Sell	2,500 -422	-14%	-$9.13K	﹤0.01%	584
2016 Q3	$63K	Buy	2,922 +422	+17%	+$10.4K	﹤0.01%	561
2016 Q2	$53K	Hold	2,500	–	–	﹤0.01%	569
2016 Q1	$48K	Hold	2,500	–	–	﹤0.01%	572
2015 Q4	$54K	Buy	+2,500	New	+$57.2K	﹤0.01%	580
2015 Q3	–	Sell	-1,315	Closed	-$39K	–	1044
2015 Q2	$39K	Buy	1,315 +1,103	+520%	+$34.9K	﹤0.01%	678
2015 Q1	$7K	Buy	+212	New	+$6.59K	﹤0.01%	907
2014 Q2	–	Sell	-802	Closed	-$14K	–	1035
2014 Q1	$14K	Buy	802 +445	+125%	+$7.73K	﹤0.01%	796
2013 Q4	$7K	Buy	+357	New	+$7.49K	﹤0.01%	781

Other funds holding SNBR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

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

Evercore Wealth Management sold out of Sleep Number (SNBR) in Q1 2018, closing a stake of 2,500 shares — an estimated $94K sold.

Evercore Wealth Management first reported a position in SNBR in Q4 2013 and held it in 13 quarters. The position peaked at $94K in Q4 2017. 199 funds tracked by Wall St. Rank hold SNBR as of Q1 2018.

Evercore Wealth Management reported no remaining Sleep Number position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 2,500 Sleep Number shares in Q1 2018, an estimated $94K.
Evercore Wealth Management first reported a position in Sleep Number in Q4 2013 and held it in 13 quarters.
Evercore Wealth Management's Sleep Number position peaked at $94K in Q4 2017.
199 funds tracked by Wall St. Rank held Sleep Number as of Q1 2018.

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