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Evermay Wealth Management’s ING ING Stock Holding History

Evermay Wealth Management’s Portfolio ING Stock Details ING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-147
Closed -$2.67K – 595
2024
Q3 		$2.67K Hold
147
– – ﹤0.01% 531
2024
Q2 		$2.52K Hold
147
– – ﹤0.01% 533
2024
Q1 		$2.42K Hold
147
– – ﹤0.01% 531
2023
Q4 		$2.21K Hold
147
– – ﹤0.01% 514
2023
Q3 		$1.94K Hold
147
– – ﹤0.01% 501
2023
Q2 		$1.98K Buy
+147
New +$1.88K ﹤0.01% 488
2022
Q1 		– Sell
-230
Closed -$3K – 551
2021
Q4 		$3K Hold
230
– – ﹤0.01% 468
2021
Q3 		$3K Hold
230
– – ﹤0.01% 430
2021
Q2 		$3K Buy
+230
New +$3.02K ﹤0.01% 469

Other funds holding ING

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evermay Wealth Management's ING Position: Q4 2024 in Review

Evermay Wealth Management sold out of ING (ING) in Q4 2024, closing a stake of 147 shares — an estimated $2.67K sold.

Evermay Wealth Management first reported a position in ING in Q2 2021 and held it in 9 quarters. The position peaked at $3K in Q4 2021. 424 funds tracked by Wall St. Rank hold ING as of Q4 2024.

  • Evermay Wealth Management reported no remaining ING position as of Q4 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 147 ING shares in Q4 2024, an estimated $2.67K.
  • Evermay Wealth Management first reported a position in ING in Q2 2021 and held it in 9 quarters.
  • Evermay Wealth Management's ING position peaked at $3K in Q4 2021.
  • 424 funds tracked by Wall St. Rank held ING as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.