EWM
AL

Evermay Wealth Management’s Air Lease Corp AL Stock Holding History

Evermay Wealth Management’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,615
Closed -$349K – 132
2018
Q3 		$349K Sell
7,615
-1,200
-14% -$53.5K 0.11% 102
2018
Q2 		$370K Hold
8,815
– – 0.12% 88
2018
Q1 		$376K Buy
+8,815
New +$405K 0.13% 88

Other funds holding AL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Evermay Wealth Management's AL Position: Q4 2018 in Review

Evermay Wealth Management sold out of Air Lease Corp (AL) in Q4 2018, closing a stake of 7,615 shares — an estimated $349K sold.

Evermay Wealth Management first reported a position in AL in Q1 2018 and held it in 3 quarters. The position peaked at $376K in Q1 2018. 319 funds tracked by Wall St. Rank hold AL as of Q4 2018.

  • Evermay Wealth Management reported no remaining Air Lease Corp position as of Q4 2018 after selling out during the quarter.
  • Evermay Wealth Management sold 7,615 Air Lease Corp shares in Q4 2018, an estimated $349K.
  • Evermay Wealth Management first reported a position in Air Lease Corp in Q1 2018 and held it in 3 quarters.
  • Evermay Wealth Management's Air Lease Corp position peaked at $376K in Q1 2018.
  • 319 funds tracked by Wall St. Rank held Air Lease Corp as of Q4 2018.

Based on Evermay Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.