EWM
VMW

Evercore Wealth Management’s VMware, Inc VMW Stock Holding History

Evercore Wealth Management’s Portfolio VMW Stock Details VMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,870
Closed -$2.14M – 445
2023
Q3 		$2.14M Hold
12,870
– – 0.04% 147
2023
Q2 		$1.85M Buy
12,870
+1,768
+16% +$229K 0.03% 165
2023
Q1 		$1.39M Buy
11,102
+213
+2% +$25.6K 0.03% 182
2022
Q4 		$1.34M Buy
+10,889
New +$1.26M 0.03% 180
2018
Q1 		– Sell
-80
Closed -$10K – 837
2017
Q4 		$10K Hold
80
– – ﹤0.01% 813
2017
Q3 		$9K Hold
80
– – ﹤0.01% 804
2017
Q2 		$7K Sell
80
-30
-27% -$2.77K ﹤0.01% 869
2017
Q1 		$10K Hold
110
– – ﹤0.01% 829
2016
Q4 		$9K Buy
110
+30
+38% +$2.33K ﹤0.01% 837
2016
Q3 		$6K Hold
80
– – ﹤0.01% 923
2016
Q2 		$5K Hold
80
– – ﹤0.01% 929
2016
Q1 		$4K Hold
80
– – ﹤0.01% 890
2015
Q4 		$5K Buy
+80
New +$4.98K ﹤0.01% 923
2015
Q3 		– Sell
-57
Closed -$5K – 1064
2015
Q2 		$5K Buy
+57
New +$4.97K ﹤0.01% 990
2015
Q1 		– Sell
-135
Closed -$11K – 1045
2014
Q4 		$11K Buy
+135
New +$11.5K ﹤0.01% 734

Other funds holding VMW

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
AAB
ABN AMRO Bank Amsterdam, Netherlands $9.27B AUM 20.48% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Evercore Wealth Management's VMW Position: Q4 2023 in Review

Evercore Wealth Management sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 12,870 shares — an estimated $2.14M sold.

Evercore Wealth Management first reported a position in VMW in Q4 2014 and held it in 15 quarters. The position peaked at $2.14M in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Evercore Wealth Management reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Evercore Wealth Management sold 12,870 VMware, Inc shares in Q4 2023, an estimated $2.14M.
  • Evercore Wealth Management first reported a position in VMware, Inc in Q4 2014 and held it in 15 quarters.
  • Evercore Wealth Management's VMware, Inc position peaked at $2.14M in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Evercore Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.