SWM
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Stockman Wealth Management’s Evogene EVGN Stock Holding History

Stockman Wealth Management’s Portfolio EVGN Stock Details EVGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,275
Closed -$25K – 151
2018
Q4 		$25K Sell
1,275
-330
-21% -$8.34K 0.01% 149
2018
Q3 		$50K Sell
1,605
-500
-24% -$14.4K 0.02% 150
2018
Q2 		$60K Sell
2,105
-875
-29% -$26.7K 0.03% 149
2018
Q1 		$95K Sell
2,980
-120
-4% -$4.47K 0.04% 148
2017
Q4 		$95K Sell
3,100
-458
-13% -$18K 0.04% 149
2017
Q3 		$158K Hold
3,558
– – 0.08% 141
2017
Q2 		$180K Sell
3,558
-25
-0.7% -$1.29K 0.18% 113
2017
Q1 		$192K Sell
3,583
-150
-4% -$7.81K 0.11% 126
2016
Q4 		$190K Sell
3,733
-65
-2% -$3.72K 0.12% 121
2016
Q3 		$242K Buy
+3,798
New +$250K 0.15% 101

Other funds holding EVGN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MCM
Moon Capital Management New York $166M AUM 54.85% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return

Stockman Wealth Management's EVGN Position: Q1 2019 in Review

Stockman Wealth Management sold out of Evogene (EVGN) in Q1 2019, closing a stake of 1,275 shares — an estimated $25K sold.

Stockman Wealth Management first reported a position in EVGN in Q3 2016 and held it in 10 quarters. The position peaked at $242K in Q3 2016. 21 funds tracked by Wall St. Rank hold EVGN as of Q1 2019.

  • Stockman Wealth Management reported no remaining Evogene position as of Q1 2019 after selling out during the quarter.
  • Stockman Wealth Management sold 1,275 Evogene shares in Q1 2019, an estimated $25K.
  • Stockman Wealth Management first reported a position in Evogene in Q3 2016 and held it in 10 quarters.
  • Stockman Wealth Management's Evogene position peaked at $242K in Q3 2016.
  • 21 funds tracked by Wall St. Rank held Evogene as of Q1 2019.

Based on Stockman Wealth Management's 13F filing for Q1 2019, filed 7 May 2019.