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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Evercore Wealth Management's XYZ Position: Q1 2024 in Review

Evercore Wealth Management sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 2,817 shares — an estimated $218K sold.

Evercore Wealth Management first reported a position in XYZ in Q4 2020 and held it in 6 quarters. The position peaked at $265K in Q4 2020. 1,070 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Evercore Wealth Management reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 2,817 Block Inc shares in Q1 2024, an estimated $218K.
  • Evercore Wealth Management first reported a position in Block Inc in Q4 2020 and held it in 6 quarters.
  • Evercore Wealth Management's Block Inc position peaked at $265K in Q4 2020.
  • 1,070 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Evercore Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.