Evercore Wealth Management’s Acceleron Pharma XLRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-21,207
| Closed | -$3.65M | – | 436 |
|
|
2021
Q3 | $3.65M | Sell |
21,207
-2,460
| -10% | -$322K | 0.07% | 121 |
|
|
2021
Q2 | $2.97M | Hold |
23,667
| – | – | 0.05% | 141 |
|
|
2021
Q1 | $3.21M | Hold |
23,667
| – | – | 0.06% | 132 |
|
|
2020
Q4 | $3.03M | Sell |
23,667
-500
| -2% | -$58.6K | 0.07% | 127 |
|
|
2020
Q3 | $2.72M | Sell |
24,167
-1,000
| -4% | -$99.6K | 0.07% | 123 |
|
|
2020
Q2 | $2.4M | Sell |
25,167
-1,000
| -4% | -$96.4K | 0.06% | 130 |
|
|
2020
Q1 | $2.35M | Sell |
26,167
-6,575
| -20% | -$511K | 0.08% | 118 |
|
|
2019
Q4 | $1.74M | Hold |
32,742
| – | – | 0.05% | 166 |
|
|
2019
Q3 | $1.29M | Hold |
32,742
| – | – | 0.04% | 177 |
|
|
2019
Q2 | $1.34M | Hold |
32,742
| – | – | 0.04% | 172 |
|
|
2019
Q1 | $1.52M | Hold |
32,742
| – | – | 0.05% | 169 |
|
|
2018
Q4 | $1.43M | Hold |
32,742
| – | – | 0.05% | 159 |
|
|
2018
Q3 | $1.87M | Hold |
32,742
| – | – | 0.06% | 150 |
|
|
2018
Q2 | $1.59M | Hold |
32,742
| – | – | 0.05% | 159 |
|
|
2018
Q1 | $1.28M | Hold |
32,742
| – | – | 0.05% | 161 |
|
|
2017
Q4 | $1.39M | Hold |
32,742
| – | – | 0.05% | 167 |
|
|
2017
Q3 | $1.22M | Hold |
32,742
| – | – | 0.05% | 166 |
|
|
2017
Q2 | $995K | Hold |
32,742
| – | – | 0.04% | 180 |
|
|
2017
Q1 | $867K | Hold |
32,742
| – | – | 0.03% | 196 |
|
|
2016
Q4 | $836K | Hold |
32,742
| – | – | 0.03% | 195 |
|
|
2016
Q3 | $1.19M | Hold |
32,742
| – | – | 0.05% | 169 |
|
|
2016
Q2 | $1.11M | Hold |
32,742
| – | – | 0.05% | 166 |
|
|
2016
Q1 | $864K | Sell |
32,742
-2,300
| -7% | -$66.9K | 0.04% | 183 |
|
|
2015
Q4 | $1.71M | Buy |
35,042
+33,375
| +2,002% | +$1.2M | 0.08% | 141 |
|
|
2015
Q3 | $42K | Hold |
1,667
| – | – | ﹤0.01% | 614 |
|
|
2015
Q2 | $53K | Hold |
1,667
| – | – | ﹤0.01% | 626 |
|
|
2015
Q1 | $63K | Hold |
1,667
| – | – | ﹤0.01% | 598 |
|
|
2014
Q4 | $65K | Hold |
1,667
| – | – | ﹤0.01% | 526 |
|
|
2014
Q3 | $50K | Hold |
1,667
| – | – | ﹤0.01% | 612 |
|
|
2014
Q2 | $57K | Buy |
+1,667
| New | +$55.7K | ﹤0.01% | 595 |
|
Evercore Wealth Management's XLRN Position: Q4 2021 in Review
Evercore Wealth Management sold out of Acceleron Pharma (XLRN) in Q4 2021, closing a stake of 21,207 shares — an estimated $3.65M sold.
Evercore Wealth Management first reported a position in XLRN in Q2 2014 and held it in 30 quarters. The position peaked at $3.65M in Q3 2021. 1 fund tracked by Wall St. Rank holds XLRN as of Q4 2021.
- Evercore Wealth Management reported no remaining Acceleron Pharma position as of Q4 2021 after selling out during the quarter.
- Evercore Wealth Management sold 21,207 Acceleron Pharma shares in Q4 2021, an estimated $3.65M.
- Evercore Wealth Management first reported a position in Acceleron Pharma in Q2 2014 and held it in 30 quarters.
- Evercore Wealth Management's Acceleron Pharma position peaked at $3.65M in Q3 2021.
- 1 fund tracked by Wall St. Rank held Acceleron Pharma as of Q4 2021.
Based on Evercore Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.