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EWM
Evercore Wealth Management’s
Dentsply Sirona
XRAY
Stock Holding History
Evercore Wealth Management’s Portfolio
XRAY Stock Details
XRAY Fund Activity
Bought
Maintained
Sold
Shares
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
GIM
Generation Investment Management
London, United Kingdom
$11.2B AUM
0.58%
1-Year Est. Return
Viking Global Investors
Stamford, Connecticut
$35.7B AUM
21.3%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VAM
Veritas Asset Management
London, United Kingdom
$5.9B AUM
3.19%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
JSP
Jackson Square Partners
Larkspur, California
$247M AUM
20.29%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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