EWM
STX icon

Evercore Wealth Management’s Seagate STX Stock Holding History

Evercore Wealth Management’s Portfolio STX Stock Details STX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,152
Closed -$122K – 1092
2016
Q3 		$122K Hold
3,152
– – 0.01% 450
2016
Q2 		$77K Buy
3,152
+647
+26% +$15.7K ﹤0.01% 504
2016
Q1 		$86K Buy
2,505
+505
+25% +$16.3K ﹤0.01% 478
2015
Q4 		$73K Buy
2,000
+1,835
+1,112% +$69.8K ﹤0.01% 528
2015
Q3 		$7K Hold
165
– – ﹤0.01% 867
2015
Q2 		$8K Hold
165
– – ﹤0.01% 950
2015
Q1 		$9K Buy
+165
New +$9.81K ﹤0.01% 878
2014
Q3 		– Sell
-193
Closed -$11K – 992
2014
Q2 		$11K Sell
193
-3,802
-95% -$205K ﹤0.01% 828
2014
Q1 		$224K Sell
3,995
-1,914
-32% -$103K 0.01% 355
2013
Q4 		$332K Sell
5,909
-713
-11% -$35.3K 0.02% 312
2013
Q3 		$290K Buy
6,622
+689
+12% +$29K 0.02% 356
2013
Q2 		$266K Buy
+5,933
New +$239K 0.02% 364

Other funds holding STX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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 $2.9T AUM 29.55% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return