EWM
Evercore Wealth Management’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203M | Buy |
1,358,268
+97
| +0% | +$14.5K | 3.16% | 6 |
|
|
2025
Q1 | $190M | Sell |
1,358,171
-41,273
| -3% | -$5.77M | 3.05% | 7 |
|
|
2024
Q4 | $241M | Sell |
1,399,444
-72,487
| -5% | -$12.5M | 3.61% | 5 |
|
|
2024
Q3 | $225M | Sell |
1,471,931
-90,242
| -6% | -$13.8M | 3.38% | 5 |
|
|
2024
Q2 | $193M | Sell |
1,562,173
-27,843
| -2% | -$3.45M | 3.04% | 6 |
|
|
2024
Q1 | $209M | Sell |
1,590,016
-1,811
| -0.1% | -$238K | 3.27% | 6 |
|
|
2023
Q4 | $208M | Sell |
1,591,827
-1,937
| -0.1% | -$254K | 3.49% | 3 |
|
|
2023
Q3 | $171M | Sell |
1,593,764
-48,355
| -3% | -$5.18M | 3.2% | 5 |
|
|
2023
Q2 | $153M | Buy |
1,642,119
+12,090
| +0.7% | +$1.12M | 2.8% | 7 |
|
|
2023
Q1 | $143M | Buy |
1,630,029
+6,038
| +0.4% | +$530K | 2.85% | 6 |
|
|
2022
Q4 | $120M | Buy |
1,623,991
+21,150
| +1% | +$1.57M | 2.52% | 8 |
|
|
2022
Q3 | $134M | Buy |
1,602,841
+32,853
| +2% | +$2.75M | 3.03% | 6 |
|
|
2022
Q2 | $143M | Sell |
1,569,988
-9,010
| -0.6% | -$822K | 3.02% | 6 |
|
|
2022
Q1 | $200M | Buy |
1,578,998
+2,205
| +0.1% | +$280K | 3.54% | 3 |
|
|
2021
Q4 | $204M | Sell |
1,576,793
-36,099
| -2% | -$4.67M | 3.32% | 4 |
|
|
2021
Q3 | $188M | Sell |
1,612,892
-54,909
| -3% | -$6.39M | 3.4% | 5 |
|
|
2021
Q2 | $162M | Sell |
1,667,801
-112,058
| -6% | -$10.9M | 2.96% | 6 |
|
|
2021
Q1 | $133M | Buy |
1,779,859
+12,924
| +0.7% | +$963K | 2.63% | 8 |
|
|
2020
Q4 | $115M | Buy |
1,766,935
+20,651
| +1% | +$1.34M | 2.47% | 8 |
|
|
2020
Q3 | $91.2M | Buy |
1,746,284
+32,752
| +2% | +$1.71M | 2.23% | 11 |
|
|
2020
Q2 | $97.1M | Buy |
1,713,532
+4,749
| +0.3% | +$269K | 2.59% | 9 |
|
|
2020
Q1 | $77.9M | Sell |
1,708,783
-60,367
| -3% | -$2.75M | 2.57% | 9 |
|
|
2019
Q4 | $99M | Buy |
1,769,150
+64,726
| +4% | +$3.62M | 2.67% | 7 |
|
|
2019
Q3 | $83.2M | Sell |
1,704,424
-28,573
| -2% | -$1.4M | 2.44% | 8 |
|
|
2019
Q2 | $77M | Buy |
1,732,997
+29,699
| +2% | +$1.32M | 2.34% | 9 |
|
|
2019
Q1 | $59.6M | Buy |
1,703,298
+30,641
| +2% | +$1.07M | 1.92% | 15 |
|
|
2018
Q4 | $49.9M | Buy |
1,672,657
+90,767
| +6% | +$2.71M | 1.88% | 15 |
|
|
2018
Q3 | $60.2M | Buy |
1,581,890
+21,880
| +1% | +$833K | 1.93% | 13 |
|
|
2018
Q2 | $50.2M | Buy |
1,560,010
+125,645
| +9% | +$4.04M | 1.72% | 17 |
|
|
2018
Q1 | $45.8M | Sell |
1,434,365
-23,150
| -2% | -$740K | 1.75% | 20 |
|
|
2017
Q4 | $46.7M | Sell |
1,457,515
-39,499
| -3% | -$1.26M | 1.74% | 21 |
|
|
2017
Q3 | $50M | Sell |
1,497,014
-19,826
| -1% | -$662K | 1.95% | 14 |
|
|
2017
Q2 | $50.6M | Sell |
1,516,840
-30,335
| -2% | -$1.01M | 1.95% | 14 |
|
|
2017
Q1 | $46M | Buy |
1,547,175
+4,922
| +0.3% | +$146K | 1.8% | 17 |
|
|
2016
Q4 | $41.7M | Sell |
1,542,253
-21,417
| -1% | -$579K | 1.73% | 18 |
|
|
2016
Q3 | $39.9M | Buy |
1,563,670
+42,214
| +3% | +$1.08M | 1.65% | 18 |
|
|
2016
Q2 | $37.3M | Buy |
1,521,456
+13,167
| +0.9% | +$323K | 1.65% | 19 |
|
|
2016
Q1 | $42.3M | Buy |
1,508,289
+542,390
| +56% | +$15.2M | 1.87% | 14 |
|
|
2015
Q4 | $28.2M | Buy |
965,899
+105,780
| +12% | +$3.09M | 1.31% | 29 |
|
|
2015
Q3 | $27.3M | Buy |
860,119
+111,348
| +15% | +$3.53M | 1.3% | 25 |
|
|
2015
Q2 | $30.6M | Sell |
748,771
-18,066
| -2% | -$738K | 1.38% | 22 |
|
|
2015
Q1 | $29.8M | Buy |
766,837
+48,803
| +7% | +$1.9M | 1.37% | 24 |
|
|
2014
Q4 | $24.3M | Buy |
718,034
+53,019
| +8% | +$1.79M | 1.21% | 32 |
|
|
2014
Q3 | $20.9M | Buy |
665,015
+12,235
| +2% | +$385K | 1.05% | 36 |
|
|
2014
Q2 | $21.8M | Buy |
652,780
+13,040
| +2% | +$436K | 1.13% | 31 |
|
|
2014
Q1 | $21.3M | Sell |
639,740
-71,980
| -10% | -$2.39M | 1.19% | 26 |
|
|
2013
Q4 | $22.4M | Buy |
711,720
+61,629
| +9% | +$1.94M | 1.23% | 20 |
|
|
2013
Q3 | $16.2M | Sell |
650,091
-102,725
| -14% | -$2.56M | 0.93% | 31 |
|
|
2013
Q2 | $15.9M | Buy |
+752,816
| New | +$15.9M | 0.9% | 32 |
|