Washington Trust’s Evotec EVO Stock Holding History

Washington Trust’s Portfolio EVO Stock Details EVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-421	Closed	-$4.16K	–	868
2023 Q3	$4.16K	Hold	421	–	–	﹤0.01%	707
2023 Q2	$4.76K	Hold	421	–	–	﹤0.01%	712
2023 Q1	$4.4K	Hold	421	–	–	﹤0.01%	735
2022 Q4	$3.41K	Hold	421	–	–	﹤0.01%	757
2022 Q3	$4K	Hold	421	–	–	﹤0.01%	733
2022 Q2	$5K	Hold	421	–	–	﹤0.01%	713
2022 Q1	$6K	Buy	+421	New	+$7.2K	﹤0.01%	719

Other funds holding EVO

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

DCF Advisers Greenwich, Connecticut $375M AUM 72.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Washington Trust's EVO Position: Q4 2023 in Review

Washington Trust sold out of Evotec (EVO) in Q4 2023, closing a stake of 421 shares — an estimated $4.16K sold.

Washington Trust first reported a position in EVO in Q1 2022 and held it in 7 quarters. The position peaked at $6K in Q1 2022. 28 funds tracked by Wall St. Rank hold EVO as of Q4 2023.

Washington Trust reported no remaining Evotec position as of Q4 2023 after selling out during the quarter.
Washington Trust sold 421 Evotec shares in Q4 2023, an estimated $4.16K.
Washington Trust first reported a position in Evotec in Q1 2022 and held it in 7 quarters.
Washington Trust's Evotec position peaked at $6K in Q1 2022.
28 funds tracked by Wall St. Rank held Evotec as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.