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Evermay Wealth Management’s Seagate STX Stock Holding History

Evermay Wealth Management’s Portfolio STX Stock Details STX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-200
Closed -$11K – 592
2022
Q3 		$11K Sell
200
-27
-12% -$1.95K ﹤0.01% 390
2022
Q2 		$16K Sell
227
-189
-45% -$15.4K ﹤0.01% 358
2022
Q1 		$37K Hold
416
– – 0.01% 327
2021
Q4 		$47K Hold
416
– – 0.01% 288
2021
Q3 		$34K Buy
416
+366
+732% +$31.8K 0.01% 300
2021
Q2 		$4K Buy
+50
New +$4.51K ﹤0.01% 462

Other funds holding STX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Evermay Wealth Management's STX Position: Q4 2022 in Review

Evermay Wealth Management sold out of Seagate (STX) in Q4 2022, closing a stake of 200 shares — an estimated $11K sold.

Evermay Wealth Management first reported a position in STX in Q2 2021 and held it in 6 quarters. The position peaked at $47K in Q4 2021. 642 funds tracked by Wall St. Rank hold STX as of Q4 2022.

  • Evermay Wealth Management reported no remaining Seagate position as of Q4 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 200 Seagate shares in Q4 2022, an estimated $11K.
  • Evermay Wealth Management first reported a position in Seagate in Q2 2021 and held it in 6 quarters.
  • Evermay Wealth Management's Seagate position peaked at $47K in Q4 2021.
  • 642 funds tracked by Wall St. Rank held Seagate as of Q4 2022.

Based on Evermay Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.