de Evercore Wealth Management State Street STT Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 601 k | Mantener |
3,545
| – | – | 0.01% | 272 |
|
|
2026
Q1 | USD 449 k | Mantener |
3,545
| – | – | 0.01% | 293 |
|
|
2025
Q4 | USD 457 k | Mantener |
3,545
| – | – | 0.01% | 299 |
|
|
2025
Q3 | USD 411 k | Mantener |
3,545
| – | – | 0.01% | 313 |
|
|
2025
Q2 | USD 377 k | Vender |
3,545
-975
| -22% | -USD 90.2 k | 0.01% | 311 |
|
|
2025
Q1 | USD 405 k | Vender |
4,520
-250
| -5% | -USD 23.9 k | 0.01% | 302 |
|
|
2024
Q4 | USD 468 k | Vender |
4,770
-4,000
| -46% | -USD 379 k | 0.01% | 284 |
|
|
2024
Q3 | USD 776 k | Vender |
8,770
-625
| -7% | -USD 51.5 k | 0.01% | 241 |
|
|
2024
Q2 | USD 695 k | Mantener |
9,395
| – | – | 0.01% | 244 |
|
|
2024
Q1 | USD 726 k | Vender |
9,395
-220
| -2% | -USD 16.3 k | 0.01% | 245 |
|
|
2023
Q4 | USD 745 k | Mantener |
9,615
| – | – | 0.01% | 241 |
|
|
2023
Q3 | USD 644 k | Comprar |
9,615
+1,000
| +12% | +USD 70.5 k | 0.01% | 242 |
|
|
2023
Q2 | USD 630 k | Vender |
8,615
-1,950
| -18% | -USD 140 k | 0.01% | 248 |
|
|
2023
Q1 | USD 800 k | Mantener |
10,565
| – | – | 0.02% | 230 |
|
|
2022
Q4 | USD 820 k | Mantener |
10,565
| – | – | 0.02% | 227 |
|
|
2022
Q3 | USD 642 k | Mantener |
10,565
| – | – | 0.01% | 236 |
|
|
2022
Q2 | USD 651 k | Vender |
10,565
-775
| -7% | -USD 54.8 k | 0.01% | 245 |
|
|
2022
Q1 | USD 988 k | Vender |
11,340
-100
| -0.9% | -USD 9.26 k | 0.02% | 225 |
|
|
2021
Q4 | USD 1.06 M | Vender |
11,440
-650
| -5% | -USD 61.3 k | 0.02% | 220 |
|
|
2021
Q3 | USD 1.02 M | Mantener |
12,090
| – | – | 0.02% | 217 |
|
|
2021
Q2 | USD 995 k | Vender |
12,090
-25
| -0.2% | -USD 2.11 k | 0.02% | 226 |
|
|
2021
Q1 | USD 1.02 M | Comprar |
12,115
+9
| +0.1% | +USD 697 | 0.02% | 221 |
|
|
2020
Q4 | USD 881 k | Vender |
12,106
-4
| -0% | -USD 272 | 0.02% | 230 |
|
|
2020
Q3 | USD 718 k | Vender |
12,110
-1,030
| -8% | -USD 66.9 k | 0.02% | 228 |
|
|
2020
Q2 | USD 835 k | Vender |
13,140
-5,609
| -30% | -USD 339 k | 0.02% | 209 |
|
|
2020
Q1 | USD 999 k | Vender |
18,749
-282
| -1% | -USD 19.6 k | 0.03% | 180 |
|
|
2019
Q4 | USD 1.5 M | Vender |
19,031
-1,360
| -7% | -USD 95.7 k | 0.04% | 177 |
|
|
2019
Q3 | USD 1.21 M | Vender |
20,391
-2,621
| -11% | -USD 145 k | 0.04% | 186 |
|
|
2019
Q2 | USD 1.29 M | Vender |
23,012
-887
| -4% | -USD 55.1 k | 0.04% | 179 |
|
|
2019
Q1 | USD 1.57 M | Comprar |
23,899
+26
| +0.1% | +USD 1.8 k | 0.05% | 167 |
|
|
2018
Q4 | USD 1.51 M | Vender |
23,873
-17
| -0.1% | -USD 1.22 k | 0.06% | 154 |
|
|
2018
Q3 | USD 2 M | Vender |
23,890
-2,291
| -9% | -USD 201 k | 0.06% | 146 |
|
|
2018
Q2 | USD 2.44 M | Vender |
26,181
-1,270
| -5% | -USD 126 k | 0.08% | 122 |
|
|
2018
Q1 | USD 2.74 M | Mantener |
27,451
| – | – | 0.1% | 110 |
|
|
2017
Q4 | USD 2.68 M | Mantener |
27,451
| – | – | 0.1% | 115 |
|
|
2017
Q3 | USD 2.62 M | Mantener |
27,451
| – | – | 0.1% | 116 |
|
|
2017
Q2 | USD 2.46 M | Vender |
27,451
-80
| -0.3% | -USD 6.65 k | 0.1% | 122 |
|
|
2017
Q1 | USD 2.19 M | Vender |
27,531
-4,153
| -13% | -USD 329 k | 0.09% | 128 |
|
|
2016
Q4 | USD 2.46 M | Vender |
31,684
-409
| -1% | -USD 30.8 k | 0.1% | 119 |
|
|
2016
Q3 | USD 2.24 M | Comprar |
32,093
+66
| +0.2% | +USD 4.31 k | 0.09% | 124 |
|
|
2016
Q2 | USD 1.73 M | Vender |
32,027
-2,895
| -8% | -USD 173 k | 0.08% | 140 |
|
|
2016
Q1 | USD 2.04 M | Vender |
34,922
-1,050
| -3% | -USD 59.6 k | 0.09% | 121 |
|
|
2015
Q4 | USD 2.39 M | Vender |
35,972
-2,200
| -6% | -USD 153 k | 0.11% | 122 |
|
|
2015
Q3 | USD 2.57 M | Mantener |
38,172
| – | – | 0.12% | 115 |
|
|
2015
Q2 | USD 2.94 M | Vender |
38,172
-2,193
| -5% | -USD 171 k | 0.13% | 117 |
|
|
2015
Q1 | USD 2.97 M | Comprar |
40,365
+593
| +1% | +USD 44.4 k | 0.14% | 115 |
|
|
2014
Q4 | USD 3.12 M | Vender |
39,772
-2,424
| -6% | -USD 182 k | 0.16% | 106 |
|
|
2014
Q3 | USD 3.11 M | Vender |
42,196
-5,235
| -11% | -USD 373 k | 0.16% | 116 |
|
|
2014
Q2 | USD 3.19 M | Vender |
47,431
-10,873
| -19% | -USD 715 k | 0.16% | 112 |
|
|
2014
Q1 | USD 4.06 M | Vender |
58,304
-37,718
| -39% | -USD 2.61 M | 0.23% | 97 |
|
|
2013
Q4 | USD 7.05 M | Vender |
96,022
-4,282
| -4% | -USD 300 k | 0.39% | 76 |
|
|
2013
Q3 | USD 6.6 M | Vender |
100,304
-784
| -0.8% | -USD 53.6 k | 0.38% | 77 |
|
|
2013
Q2 | USD 6.59 M | Comprar |
+101,088
| Nuevas | +USD 6.29 M | 0.37% | 77 |
|
Otros fondos que tienen STT en su cartera
Posición de Evercore Wealth Management en STT: resumen de T2 2026
Evercore Wealth Management mantuvo sin cambios su posición en State Street (STT) en T2 2026, con 3,545 acciones por un valor de USD 601 k. La posición representa 0.01% de la cartera y ocupa el puesto #272.
Evercore Wealth Management reportó por primera vez una posición en STT en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. La posición alcanzó su máximo de USD 7.05 M en T4 2013. Al cierre de T2 2026, 1,262 fondos que sigue Wall St. Rank mantienen una posición en STT.
- Al cierre de T2 2026, Evercore Wealth Management tenía 3,545 acciones de State Street con un valor de USD 601 k.
- Evercore Wealth Management mantuvo sin cambios su número de acciones de State Street en T2 2026.
- State Street representó 0.01% de la cartera de Evercore Wealth Management en T2 2026 y fue su posición número 272.
- Evercore Wealth Management reportó por primera vez una posición en State Street en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- La posición de Evercore Wealth Management en State Street alcanzó su máximo de USD 7.05 M en T4 2013.
- Al cierre de T2 2026, 1,262 fondos que sigue Wall St. Rank tenían State Street en cartera.
Según el Informe 13F de Evercore Wealth Management correspondiente a T2 2026, presentado el 14 ago 2026.