EWM
ANSS
Evercore Wealth Management’s Ansys ANSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.6M | Sell |
215,284
-5,762
| -3% | -$2.02M | 1.18% | 32 |
|
|
2025
Q1 | $70M | Sell |
221,046
-7,566
| -3% | -$2.4M | 1.12% | 31 |
|
|
2024
Q4 | $77.1M | Buy |
228,612
+678
| +0.3% | +$229K | 1.16% | 32 |
|
|
2024
Q3 | $72.6M | Buy |
227,934
+10,867
| +5% | +$3.46M | 1.09% | 34 |
|
|
2024
Q2 | $69.8M | Sell |
217,067
-3,826
| -2% | -$1.23M | 1.1% | 34 |
|
|
2024
Q1 | $76.7M | Sell |
220,893
-131
| -0.1% | -$45.5K | 1.2% | 33 |
|
|
2023
Q4 | $80.2M | Buy |
221,024
+12,452
| +6% | +$4.52M | 1.34% | 31 |
|
|
2023
Q3 | $62.1M | Buy |
208,572
+21,134
| +11% | +$6.29M | 1.16% | 34 |
|
|
2023
Q2 | $61.9M | Sell |
187,438
-879
| -0.5% | -$290K | 1.14% | 35 |
|
|
2023
Q1 | $62.7M | Buy |
188,317
+16,566
| +10% | +$5.51M | 1.25% | 35 |
|
|
2022
Q4 | $41.5M | Buy |
171,751
+219
| +0.1% | +$52.9K | 0.87% | 37 |
|
|
2022
Q3 | $38M | Sell |
171,532
-1,766
| -1% | -$392K | 0.86% | 39 |
|
|
2022
Q2 | $41.5M | Sell |
173,298
-1,354
| -0.8% | -$324K | 0.87% | 40 |
|
|
2022
Q1 | $55.5M | Sell |
174,652
-425
| -0.2% | -$135K | 0.98% | 36 |
|
|
2021
Q4 | $70.2M | Sell |
175,077
-289
| -0.2% | -$116K | 1.14% | 33 |
|
|
2021
Q3 | $59.7M | Sell |
175,366
-2,047
| -1% | -$697K | 1.08% | 35 |
|
|
2021
Q2 | $61.6M | Buy |
177,413
+5,874
| +3% | +$2.04M | 1.13% | 34 |
|
|
2021
Q1 | $58.2M | Sell |
171,539
-9,226
| -5% | -$3.13M | 1.15% | 34 |
|
|
2020
Q4 | $65.8M | Sell |
180,765
-565
| -0.3% | -$206K | 1.42% | 27 |
|
|
2020
Q3 | $59.3M | Sell |
181,330
-733
| -0.4% | -$240K | 1.45% | 26 |
|
|
2020
Q2 | $53.1M | Sell |
182,063
-2,455
| -1% | -$716K | 1.42% | 25 |
|
|
2020
Q1 | $42.9M | Sell |
184,518
-6,412
| -3% | -$1.49M | 1.41% | 26 |
|
|
2019
Q4 | $49.1M | Buy |
190,930
+245
| +0.1% | +$63.1K | 1.32% | 30 |
|
|
2019
Q3 | $42.2M | Buy |
190,685
+4,270
| +2% | +$945K | 1.24% | 29 |
|
|
2019
Q2 | $38.2M | Buy |
186,415
+9,342
| +5% | +$1.91M | 1.16% | 32 |
|
|
2019
Q1 | $32.4M | Buy |
177,073
+2,182
| +1% | +$399K | 1.04% | 34 |
|
|
2018
Q4 | $25M | Sell |
174,891
-3,646
| -2% | -$521K | 0.94% | 37 |
|
|
2018
Q3 | $33.3M | Buy |
178,537
+5,259
| +3% | +$982K | 1.07% | 34 |
|
|
2018
Q2 | $30.2M | Buy |
173,278
+6,290
| +4% | +$1.1M | 1.03% | 35 |
|
|
2018
Q1 | $26.2M | Sell |
166,988
-9,467
| -5% | -$1.48M | 1% | 35 |
|
|
2017
Q4 | $26M | Sell |
176,455
-2,677
| -1% | -$395K | 0.97% | 36 |
|
|
2017
Q3 | $22M | Sell |
179,132
-67,087
| -27% | -$8.23M | 0.86% | 40 |
|
|
2017
Q2 | $30M | Sell |
246,219
-5,340
| -2% | -$650K | 1.16% | 35 |
|
|
2017
Q1 | $26.9M | Sell |
251,559
-50,931
| -17% | -$5.44M | 1.05% | 37 |
|
|
2016
Q4 | $28M | Sell |
302,490
-9,023
| -3% | -$835K | 1.16% | 34 |
|
|
2016
Q3 | $28.8M | Buy |
311,513
+2,853
| +0.9% | +$264K | 1.19% | 31 |
|
|
2016
Q2 | $28M | Buy |
308,660
+2,359
| +0.8% | +$214K | 1.23% | 31 |
|
|
2016
Q1 | $27.4M | Buy |
306,301
+38,120
| +14% | +$3.41M | 1.21% | 31 |
|
|
2015
Q4 | $24.8M | Buy |
268,181
+6,519
| +2% | +$603K | 1.15% | 31 |
|
|
2015
Q3 | $23.1M | Buy |
261,662
+15,522
| +6% | +$1.37M | 1.1% | 33 |
|
|
2015
Q2 | $22.4M | Buy |
246,140
+5,431
| +2% | +$495K | 1.01% | 35 |
|
|
2015
Q1 | $21.2M | Buy |
240,709
+2,926
| +1% | +$258K | 0.97% | 38 |
|
|
2014
Q4 | $19.5M | Buy |
237,783
+11,130
| +5% | +$913K | 0.97% | 42 |
|
|
2014
Q3 | $17.1M | Buy |
226,653
+13,166
| +6% | +$996K | 0.86% | 42 |
|
|
2014
Q2 | $16.2M | Buy |
213,487
+28,601
| +15% | +$2.17M | 0.83% | 44 |
|
|
2014
Q1 | $14.2M | Buy |
184,886
+14,429
| +8% | +$1.11M | 0.8% | 45 |
|
|
2013
Q4 | $14.9M | Buy |
170,457
+18,094
| +12% | +$1.58M | 0.82% | 43 |
|
|
2013
Q3 | $13.2M | Sell |
152,363
-7,014
| -4% | -$607K | 0.75% | 43 |
|
|
2013
Q2 | $11.7M | Buy |
+159,377
| New | +$11.7M | 0.66% | 50 |
|