Evercore Wealth Management’s Spirit AeroSystems SPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,800	Closed	-$228K	–	418
2019 Q2	$228K	Buy	2,800 +300	+12%	+$25.3K	0.01%	381
2019 Q1	$229K	Buy	+2,500	New	+$221K	0.01%	371
2017 Q1	–	Sell	-5,400	Closed	-$315K	–	1034
2016 Q4	$315K	Hold	5,400	–	–	0.01%	303
2016 Q3	$240K	Hold	5,400	–	–	0.01%	341
2016 Q2	$232K	Hold	5,400	–	–	0.01%	336
2016 Q1	$245K	Hold	5,400	–	–	0.01%	320
2015 Q4	$270K	Hold	5,400	–	–	0.01%	323
2015 Q3	$261K	Hold	5,400	–	–	0.01%	349
2015 Q2	$297K	Hold	5,400	–	–	0.01%	354
2015 Q1	$282K	Hold	5,400	–	–	0.01%	361
2014 Q4	$233K	Hold	5,400	–	–	0.01%	337
2014 Q3	$206K	Hold	5,400	–	–	0.01%	392
2014 Q2	$181K	Sell	5,400 -600	-10%	-$18.9K	0.01%	403
2014 Q1	$170K	Buy	6,000 +4,800	+400%	+$146K	0.01%	400
2013 Q4	$41K	Buy	+1,200	New	+$35.3K	﹤0.01%	588

Other funds holding SPR

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

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

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evercore Wealth Management's SPR Position: Q3 2019 in Review

Evercore Wealth Management sold out of Spirit AeroSystems (SPR) in Q3 2019, closing a stake of 2,800 shares — an estimated $228K sold.

Evercore Wealth Management first reported a position in SPR in Q4 2013 and held it in 15 quarters. The position peaked at $315K in Q4 2016. 430 funds tracked by Wall St. Rank hold SPR as of Q3 2019.

Evercore Wealth Management reported no remaining Spirit AeroSystems position as of Q3 2019 after selling out during the quarter.
Evercore Wealth Management sold 2,800 Spirit AeroSystems shares in Q3 2019, an estimated $228K.
Evercore Wealth Management first reported a position in Spirit AeroSystems in Q4 2013 and held it in 15 quarters.
Evercore Wealth Management's Spirit AeroSystems position peaked at $315K in Q4 2016.
430 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q3 2019.

Based on Evercore Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.