EWM
XYZ

Evercore Wealth Management’s Block Inc XYZ Stock Holding History

Evercore Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,817
Closed -$218K – 443
2023
Q4 		$218K Buy
+2,817
New +$159K ﹤0.01% 401
2022
Q2 		– Sell
-1,705
Closed -$231K – 435
2022
Q1 		$231K Buy
+1,705
New +$206K ﹤0.01% 398
2021
Q4 		– Sell
-1,066
Closed -$256K – 434
2021
Q3 		$256K Hold
1,066
– – ﹤0.01% 387
2021
Q2 		$260K Sell
1,066
-16
-1% -$3.71K ﹤0.01% 388
2021
Q1 		$246K Sell
1,082
-137
-11% -$32K ﹤0.01% 398
2020
Q4 		$265K Buy
+1,219
New +$238K 0.01% 382

Other funds holding XYZ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return