Evercore Wealth Management’s Getty Realty Corp GTY Stock Holding History

Evercore Wealth Management’s Portfolio GTY Stock Details GTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,536	Closed	-$221K	–	418
2023 Q2	$221K	Hold	6,536	–	–	﹤0.01%	383
2023 Q1	$235K	Hold	6,536	–	–	﹤0.01%	358
2022 Q4	$221K	Buy	+6,536	New	+$206K	﹤0.01%	370
2022 Q1	–	Sell	-6,536	Closed	-$210K	–	436
2021 Q4	$210K	Buy	+6,536	New	+$207K	﹤0.01%	403
2021 Q3	–	Sell	-6,536	Closed	-$204K	–	421
2021 Q2	$204K	Buy	+6,536	New	+$204K	﹤0.01%	416
2020 Q1	–	Sell	-6,536	Closed	-$215K	–	378
2019 Q4	$215K	Hold	6,536	–	–	0.01%	380
2019 Q3	$210K	Hold	6,536	–	–	0.01%	386
2019 Q2	$201K	Hold	6,536	–	–	0.01%	403
2019 Q1	$209K	Buy	+6,536	New	+$209K	0.01%	393
2018 Q1	–	Sell	-6,536	Closed	-$178K	–	524
2017 Q4	$178K	Hold	6,536	–	–	0.01%	378
2017 Q3	$187K	Hold	6,536	–	–	0.01%	373
2017 Q2	$164K	Hold	6,536	–	–	0.01%	394
2017 Q1	$165K	Hold	6,536	–	–	0.01%	399
2016 Q4	$167K	Buy	+6,536	New	+$154K	0.01%	409
2015 Q4	–	Sell	-10,128	Closed	-$158K	–	1033
2015 Q3	$158K	Buy	+10,128	New	+$162K	0.01%	420

Other funds holding GTY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evercore Wealth Management's GTY Position: Q3 2023 in Review

Evercore Wealth Management sold out of Getty Realty Corp (GTY) in Q3 2023, closing a stake of 6,536 shares — an estimated $221K sold.

Evercore Wealth Management first reported a position in GTY in Q3 2015 and held it in 15 quarters. The position peaked at $235K in Q1 2023. 222 funds tracked by Wall St. Rank hold GTY as of Q3 2023.

Evercore Wealth Management reported no remaining Getty Realty Corp position as of Q3 2023 after selling out during the quarter.
Evercore Wealth Management sold 6,536 Getty Realty Corp shares in Q3 2023, an estimated $221K.
Evercore Wealth Management first reported a position in Getty Realty Corp in Q3 2015 and held it in 15 quarters.
Evercore Wealth Management's Getty Realty Corp position peaked at $235K in Q1 2023.
222 funds tracked by Wall St. Rank held Getty Realty Corp as of Q3 2023.

Based on Evercore Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.