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Evercore Wealth Management’s NCR Voyix VYX Stock Holding History

Evercore Wealth Management’s Portfolio VYX Stock Details VYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-450
Closed -$10K – 931
2017
Q3 		$10K Hold
450
– – ﹤0.01% 797
2017
Q2 		$11K Hold
450
– – ﹤0.01% 813
2017
Q1 		$13K Sell
450
-619
-58% -$17K ﹤0.01% 808
2016
Q4 		$27K Sell
1,069
-199
-16% -$4.47K ﹤0.01% 713
2016
Q3 		$25K Buy
1,268
+818
+182% +$16.1K ﹤0.01% 738
2016
Q2 		$8K Buy
+450
New +$8.14K ﹤0.01% 874
2014
Q2 		– Sell
-241
Closed -$5K – 1043
2014
Q1 		$5K Buy
+241
New +$5.12K ﹤0.01% 865

Other funds holding VYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evercore Wealth Management's VYX Position: Q4 2017 in Review

Evercore Wealth Management sold out of NCR Voyix (VYX) in Q4 2017, closing a stake of 450 shares — an estimated $10K sold.

Evercore Wealth Management first reported a position in VYX in Q1 2014 and held it in 7 quarters. The position peaked at $27K in Q4 2016. 389 funds tracked by Wall St. Rank hold VYX as of Q4 2017.

  • Evercore Wealth Management reported no remaining NCR Voyix position as of Q4 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 450 NCR Voyix shares in Q4 2017, an estimated $10K.
  • Evercore Wealth Management first reported a position in NCR Voyix in Q1 2014 and held it in 7 quarters.
  • Evercore Wealth Management's NCR Voyix position peaked at $27K in Q4 2016.
  • 389 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2017.

Based on Evercore Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.