Evercore Wealth Management’s Vroom Inc VRM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-268	Closed	-$12.9K	–	439
2023 Q4	$12.9K	Hold	268	–	–	﹤0.01%	429
2023 Q3	$24K	Hold	268	–	–	﹤0.01%	404
2023 Q2	$30.8K	Hold	268	–	–	﹤0.01%	413
2023 Q1	$19.2K	Hold	268	–	–	﹤0.01%	403
2022 Q4	$21.8K	Hold	268	–	–	﹤0.01%	394
2022 Q3	$25K	Hold	268	–	–	﹤0.01%	375
2022 Q2	$27K	Hold	268	–	–	﹤0.01%	389
2022 Q1	$57K	Hold	268	–	–	﹤0.01%	429
2021 Q4	$232K	Hold	268	–	–	﹤0.01%	393
2021 Q3	$474K	Buy	268 +1	+0.4%	+$2.55K	0.01%	294
2021 Q2	$895K	Buy	267 +18	+7%	+$61.2K	0.02%	242
2021 Q1	$776K	Hold	249	–	–	0.02%	245
2020 Q4	$816K	Buy	+249	New	+$821K	0.02%	234

Other funds holding VRM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CMC

Catterton Management Company Greenwich, Connecticut $3.61B AUM 21.02% 1-Year Est. Return

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

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Evercore Wealth Management's VRM Position: Q1 2024 in Review

Evercore Wealth Management sold out of Vroom Inc (VRM) in Q1 2024, closing a stake of 268 shares — an estimated $12.9K sold.

Evercore Wealth Management first reported a position in VRM in Q4 2020 and held it in 13 quarters. The position peaked at $895K in Q2 2021. 36 funds tracked by Wall St. Rank hold VRM as of Q1 2024.

Evercore Wealth Management reported no remaining Vroom Inc position as of Q1 2024 after selling out during the quarter.
Evercore Wealth Management sold 268 Vroom Inc shares in Q1 2024, an estimated $12.9K.
Evercore Wealth Management first reported a position in Vroom Inc in Q4 2020 and held it in 13 quarters.
Evercore Wealth Management's Vroom Inc position peaked at $895K in Q2 2021.
36 funds tracked by Wall St. Rank held Vroom Inc as of Q1 2024.

Based on Evercore Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.