Evermay Wealth Management’s Ross Stores ROST Stock Holding History

Evermay Wealth Management’s Portfolio ROST Stock Details ROST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3	Closed	-$416	–	709
2023 Q4	$416	Buy	+3	New	+$374	﹤0.01%	579

Other funds holding ROST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evermay Wealth Management's ROST Position: Q1 2024 in Review

Evermay Wealth Management sold out of Ross Stores (ROST) in Q1 2024, closing a stake of 3 shares — an estimated $416 sold.

Evermay Wealth Management first reported a position in ROST in Q4 2023 and held it in 1 quarter. The position peaked at $416 in Q4 2023. 1,022 funds tracked by Wall St. Rank hold ROST as of Q1 2024.

Evermay Wealth Management reported no remaining Ross Stores position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 3 Ross Stores shares in Q1 2024, an estimated $416.
Evermay Wealth Management first reported a position in Ross Stores in Q4 2023 and held it in 1 quarter.
Evermay Wealth Management's Ross Stores position peaked at $416 in Q4 2023.
1,022 funds tracked by Wall St. Rank held Ross Stores as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.