EWM
XRAY icon

Evercore Wealth Management’s Dentsply Sirona XRAY Stock Holding History

Evercore Wealth Management’s Portfolio XRAY Stock Details XRAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,598
Closed -$171K – 818
2017
Q4 		$171K Sell
2,598
-498
-16% -$31.7K 0.01% 386
2017
Q3 		$185K Hold
3,096
– – 0.01% 375
2017
Q2 		$201K Buy
3,096
+303
+11% +$19.1K 0.01% 365
2017
Q1 		$174K Sell
2,793
-525
-16% -$31.6K 0.01% 394
2016
Q4 		$191K Sell
3,318
-31
-0.9% -$1.83K 0.01% 379
2016
Q3 		$199K Buy
3,349
+145
+5% +$8.91K 0.01% 375
2016
Q2 		$199K Buy
3,204
+358
+13% +$22K 0.01% 364
2016
Q1 		$175K Buy
2,846
+1,719
+153% +$101K 0.01% 380
2015
Q4 		$69K Buy
1,127
+360
+47% +$21.4K ﹤0.01% 539
2015
Q3 		$39K Sell
767
-125
-14% -$6.66K ﹤0.01% 629
2015
Q2 		$45K Buy
892
+625
+234% +$32.3K ﹤0.01% 661
2015
Q1 		$13K Buy
267
+125
+88% +$6.45K ﹤0.01% 845
2014
Q4 		$7K Sell
142
-1,147
-89% -$58.4K ﹤0.01% 776
2014
Q3 		$60K Buy
1,289
+129
+11% +$6.07K ﹤0.01% 584
2014
Q2 		$56K Sell
1,160
-460
-28% -$21.4K ﹤0.01% 596
2014
Q1 		$74K Buy
1,620
+248
+18% +$11.5K ﹤0.01% 532
2013
Q4 		$67K Sell
1,372
-1,649
-55% -$77.2K ﹤0.01% 519
2013
Q3 		$131K Buy
3,021
+90
+3% +$3.84K 0.01% 446
2013
Q2 		$119K Buy
+2,931
New +$122K 0.01% 470

Other funds holding XRAY

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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Evercore Wealth Management's XRAY Position: Q1 2018 in Review

Evercore Wealth Management sold out of Dentsply Sirona (XRAY) in Q1 2018, closing a stake of 2,598 shares — an estimated $171K sold.

Evercore Wealth Management first reported a position in XRAY in Q2 2013 and held it in 19 quarters. The position peaked at $201K in Q2 2017. 566 funds tracked by Wall St. Rank hold XRAY as of Q1 2018.

  • Evercore Wealth Management reported no remaining Dentsply Sirona position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 2,598 Dentsply Sirona shares in Q1 2018, an estimated $171K.
  • Evercore Wealth Management first reported a position in Dentsply Sirona in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Dentsply Sirona position peaked at $201K in Q2 2017.
  • 566 funds tracked by Wall St. Rank held Dentsply Sirona as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.