EWM
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Evercore Wealth Management’s Stratasys SSYS Stock Holding History

Evercore Wealth Management’s Portfolio SSYS Stock Details SSYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-251
Closed -$6K – 946
2017
Q2 		$6K Buy
+251
New +$6.46K ﹤0.01% 886
2017
Q1 		– Sell
-600
Closed -$10K – 1036
2016
Q4 		$10K Hold
600
– – ﹤0.01% 828
2016
Q3 		$14K Hold
600
– – ﹤0.01% 833
2016
Q2 		$14K Hold
600
– – ﹤0.01% 809
2016
Q1 		$16K Hold
600
– – ﹤0.01% 755
2015
Q4 		$14K Hold
600
– – ﹤0.01% 818
2015
Q3 		$16K Hold
600
– – ﹤0.01% 779
2015
Q2 		$21K Hold
600
– – ﹤0.01% 788
2015
Q1 		$32K Buy
+600
New +$39.7K ﹤0.01% 700
2014
Q2 		– Sell
-100
Closed -$11K – 1037
2014
Q1 		$11K Buy
+100
New +$12K ﹤0.01% 819
2013
Q4 		– Sell
-9,700
Closed -$982K – 978
2013
Q3 		$982K Buy
+9,700
New +$939K 0.06% 214

Other funds holding SSYS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return