EWM
VYX icon

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 $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return