Evelyn Partners Investment Management Services Ltd quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2025-12-31 to 2026-03-31, Evelyn Partners Investment Management Services Ltd opened 2 positions, added to 0, reduced 3, sold out of 1 and left 7 unchanged. The largest increase in value was ARM (+$30,256); the largest decrease was TSM (-$2,858,347).
- TSM: Country of operation —; Class SPONSORED ADS; Shares 2025-12-31 91,821; Shares 2026-03-31 74,109.
- UL: Country of operation —; Class SPON ADR NEW; Shares 2025-12-31 735; Shares 2026-03-31 296.
- SNY: Country of operation —; Class SPONSORED ADR; Shares 2025-12-31 298; Shares 2026-03-31 254.
Two Form 13F-HR filings compared (SEC CIK 2065205): 2025-12-31 (filed 2026-02-13) and 2026-03-31 (filed 2026-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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