Evercore Wealth Management’s Teleflex TFX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,370	Closed	-$339K	–	435
2024 Q3	$339K	Hold	1,370	–	–	0.01%	324
2024 Q2	$288K	Hold	1,370	–	–	﹤0.01%	342
2024 Q1	$310K	Hold	1,370	–	–	﹤0.01%	337
2023 Q4	$342K	Hold	1,370	–	–	0.01%	320
2023 Q3	$269K	Sell	1,370 -200	-13%	-$45.4K	0.01%	342
2023 Q2	$380K	Hold	1,570	–	–	0.01%	304
2023 Q1	$398K	Hold	1,570	–	–	0.01%	294
2022 Q4	$392K	Sell	1,570 -400	-20%	-$88.3K	0.01%	294
2022 Q3	$397K	Sell	1,970 -255	-11%	-$61K	0.01%	279
2022 Q2	$547K	Sell	2,225 -79	-3%	-$23K	0.01%	254
2022 Q1	$818K	Hold	2,304	–	–	0.01%	246
2021 Q4	$757K	Hold	2,304	–	–	0.01%	251
2021 Q3	$868K	Hold	2,304	–	–	0.02%	233
2021 Q2	$926K	Sell	2,304 -69	-3%	-$28.3K	0.02%	238
2021 Q1	$986K	Sell	2,373 -200	-8%	-$80.1K	0.02%	224
2020 Q4	$1.06M	Buy	2,573 +145	+6%	+$53.5K	0.02%	211
2020 Q3	$827K	Buy	2,428 +3	+0.1%	+$1.11K	0.02%	217
2020 Q2	$883K	Hold	2,425	–	–	0.02%	201
2020 Q1	$710K	Hold	2,425	–	–	0.02%	204
2019 Q4	$913K	Sell	2,425 -38	-2%	-$13.1K	0.02%	216
2019 Q3	$837K	Hold	2,463	–	–	0.02%	228
2019 Q2	$816K	Hold	2,463	–	–	0.02%	229
2019 Q1	$744K	Buy	2,463 +188	+8%	+$52.4K	0.02%	230
2018 Q4	$588K	Buy	2,275 +105	+5%	+$26.6K	0.02%	238
2018 Q3	$577K	Sell	2,170 -100	-4%	-$25.9K	0.02%	262
2018 Q2	$609K	Hold	2,270	–	–	0.02%	251
2018 Q1	$579K	Sell	2,270 -805	-26%	-$212K	0.02%	226
2017 Q4	$765K	Sell	3,075 -125	-4%	-$31.4K	0.03%	212
2017 Q3	$774K	Sell	3,200 -200	-6%	-$43.5K	0.03%	202
2017 Q2	$706K	Sell	3,400 -100	-3%	-$20K	0.03%	215
2017 Q1	$678K	Sell	3,500 -825	-19%	-$149K	0.03%	221
2016 Q4	$697K	Buy	4,325 +825	+24%	+$128K	0.03%	221
2016 Q3	$588K	Hold	3,500	–	–	0.02%	231
2016 Q2	$621K	Hold	3,500	–	–	0.03%	221
2016 Q1	$550K	Hold	3,500	–	–	0.02%	227
2015 Q4	$460K	Hold	3,500	–	–	0.02%	261
2015 Q3	$435K	Hold	3,500	–	–	0.02%	271
2015 Q2	$474K	Sell	3,500 -700	-17%	-$88.9K	0.02%	280
2015 Q1	$508K	Hold	4,200	–	–	0.02%	272
2014 Q4	$482K	Hold	4,200	–	–	0.02%	244
2014 Q3	$441K	Hold	4,200	–	–	0.02%	282
2014 Q2	$444K	Hold	4,200	–	–	0.02%	284
2014 Q1	$450K	Hold	4,200	–	–	0.03%	271
2013 Q4	$394K	Sell	4,200 -36	-0.8%	-$3.3K	0.02%	289
2013 Q3	$347K	Buy	4,236 +36	+0.9%	+$2.83K	0.02%	325
2013 Q2	$325K	Buy	+4,200	New	+$337K	0.02%	342

Other funds holding TFX

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Evercore Wealth Management's TFX Position: Q4 2024 in Review

Evercore Wealth Management sold out of Teleflex (TFX) in Q4 2024, closing a stake of 1,370 shares — an estimated $339K sold.

Evercore Wealth Management first reported a position in TFX in Q2 2013 and held it in 46 quarters. The position peaked at $1.06M in Q4 2020. 515 funds tracked by Wall St. Rank hold TFX as of Q4 2024.

Evercore Wealth Management reported no remaining Teleflex position as of Q4 2024 after selling out during the quarter.
Evercore Wealth Management sold 1,370 Teleflex shares in Q4 2024, an estimated $339K.
Evercore Wealth Management first reported a position in Teleflex in Q2 2013 and held it in 46 quarters.
Evercore Wealth Management's Teleflex position peaked at $1.06M in Q4 2020.
515 funds tracked by Wall St. Rank held Teleflex as of Q4 2024.

Based on Evercore Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.