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Evergreen Private Wealth’s West Pharmaceutical WST Stock Holding History

Evergreen Private Wealth’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,922
Closed -$1.28M – 205
2024
Q4 		$1.28M Buy
3,922
+54
+1% +$17K 0.6% 45
2024
Q3 		$1.16M Sell
3,868
-92
-2% -$28.2K 0.54% 48
2024
Q2 		$1.3M Buy
3,960
+101
+3% +$35.7K 0.64% 47
2024
Q1 		$1.53M Buy
+3,859
New +$1.43M 0.77% 44

Other funds holding WST

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Evergreen Private Wealth's WST Position: Q1 2025 in Review

Evergreen Private Wealth sold out of West Pharmaceutical (WST) in Q1 2025, closing a stake of 3,922 shares — an estimated $1.28M sold.

Evergreen Private Wealth first reported a position in WST in Q1 2024 and held it in 4 quarters. The position peaked at $1.53M in Q1 2024. 715 funds tracked by Wall St. Rank hold WST as of Q1 2025.

  • Evergreen Private Wealth reported no remaining West Pharmaceutical position as of Q1 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 3,922 West Pharmaceutical shares in Q1 2025, an estimated $1.28M.
  • Evergreen Private Wealth first reported a position in West Pharmaceutical in Q1 2024 and held it in 4 quarters.
  • Evergreen Private Wealth's West Pharmaceutical position peaked at $1.53M in Q1 2024.
  • 715 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2025.

Based on Evergreen Private Wealth's 13F filing for Q1 2025, filed 2 May 2025.