Evercore Wealth Management’s XPLR Infrastructure LP XIFR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,000	Closed	-$301K	–	434
2024 Q1	$301K	Hold	10,000	–	–	﹤0.01%	339
2023 Q4	$304K	Hold	10,000	–	–	0.01%	344
2023 Q3	$297K	Hold	10,000	–	–	0.01%	321
2023 Q2	$586K	Hold	10,000	–	–	0.01%	263
2023 Q1	$608K	Hold	10,000	–	–	0.01%	256
2022 Q4	$701K	Hold	10,000	–	–	0.01%	241
2022 Q3	$723K	Hold	10,000	–	–	0.02%	226
2022 Q2	$742K	Hold	10,000	–	–	0.02%	233
2022 Q1	$834K	Hold	10,000	–	–	0.01%	243
2021 Q4	$844K	Hold	10,000	–	–	0.01%	246
2021 Q3	$754K	Hold	10,000	–	–	0.01%	250
2021 Q2	$764K	Hold	10,000	–	–	0.01%	251
2021 Q1	$729K	Hold	10,000	–	–	0.01%	251
2020 Q4	$670K	Hold	10,000	–	–	0.01%	254
2020 Q3	$600K	Buy	+10,000	New	+$591K	0.01%	244

Other funds holding XIFR

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

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Evercore Wealth Management's XIFR Position: Q2 2024 in Review

Evercore Wealth Management sold out of XPLR Infrastructure LP (XIFR) in Q2 2024, closing a stake of 10,000 shares — an estimated $301K sold.

Evercore Wealth Management first reported a position in XIFR in Q3 2020 and held it in 15 quarters. The position peaked at $844K in Q4 2021. 312 funds tracked by Wall St. Rank hold XIFR as of Q2 2024.

Evercore Wealth Management reported no remaining XPLR Infrastructure LP position as of Q2 2024 after selling out during the quarter.
Evercore Wealth Management sold 10,000 XPLR Infrastructure LP shares in Q2 2024, an estimated $301K.
Evercore Wealth Management first reported a position in XPLR Infrastructure LP in Q3 2020 and held it in 15 quarters.
Evercore Wealth Management's XPLR Infrastructure LP position peaked at $844K in Q4 2021.
312 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2024.

Based on Evercore Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.