EWM
Evercore Wealth Management’s RenaissanceRe RNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Hold |
2,067
| – | – | 0.01% | 279 |
|
|
2025
Q1 | $496K | Hold |
2,067
| – | – | 0.01% | 272 |
|
|
2024
Q4 | $514K | Sell |
2,067
-3
| -0.1% | -$746 | 0.01% | 269 |
|
|
2024
Q3 | $564K | Sell |
2,070
-165
| -7% | -$44.9K | 0.01% | 262 |
|
|
2024
Q2 | $500K | Hold |
2,235
| – | – | 0.01% | 277 |
|
|
2024
Q1 | $525K | Hold |
2,235
| – | – | 0.01% | 277 |
|
|
2023
Q4 | $438K | Hold |
2,235
| – | – | 0.01% | 295 |
|
|
2023
Q3 | $442K | Hold |
2,235
| – | – | 0.01% | 286 |
|
|
2023
Q2 | $417K | Buy |
+2,235
| New | +$417K | 0.01% | 296 |
|
|
2022
Q1 | – | Sell |
-1,196
| Closed | -$203K | – | 444 |
|
|
2021
Q4 | $203K | Buy |
+1,196
| New | +$203K | ﹤0.01% | 411 |
|
|
2021
Q3 | – | Sell |
-1,628
| Closed | -$242K | – | 428 |
|
|
2021
Q2 | $242K | Sell |
1,628
-378
| -19% | -$56.2K | ﹤0.01% | 398 |
|
|
2021
Q1 | $321K | Hold |
2,006
| – | – | 0.01% | 352 |
|
|
2020
Q4 | $333K | Sell |
2,006
-315
| -14% | -$52.3K | 0.01% | 343 |
|
|
2020
Q3 | $394K | Buy |
2,321
+9
| +0.4% | +$1.53K | 0.01% | 286 |
|
|
2020
Q2 | $395K | Hold |
2,312
| – | – | 0.01% | 284 |
|
|
2020
Q1 | $345K | Sell |
2,312
-170
| -7% | -$25.4K | 0.01% | 277 |
|
|
2019
Q4 | $487K | Sell |
2,482
-3
| -0.1% | -$589 | 0.01% | 281 |
|
|
2019
Q3 | $481K | Sell |
2,485
-210
| -8% | -$40.6K | 0.01% | 276 |
|
|
2019
Q2 | $480K | Buy |
2,695
+180
| +7% | +$32.1K | 0.01% | 281 |
|
|
2019
Q1 | $361K | Sell |
2,515
-97
| -4% | -$13.9K | 0.01% | 309 |
|
|
2018
Q4 | $349K | Sell |
2,612
-900
| -26% | -$120K | 0.01% | 283 |
|
|
2018
Q3 | $469K | Sell |
3,512
-1,352
| -28% | -$181K | 0.02% | 279 |
|
|
2018
Q2 | $585K | Hold |
4,864
| – | – | 0.02% | 254 |
|
|
2018
Q1 | $674K | Hold |
4,864
| – | – | 0.03% | 215 |
|
|
2017
Q4 | $611K | Hold |
4,864
| – | – | 0.02% | 233 |
|
|
2017
Q3 | $657K | Hold |
4,864
| – | – | 0.03% | 222 |
|
|
2017
Q2 | $676K | Hold |
4,864
| – | – | 0.03% | 218 |
|
|
2017
Q1 | $704K | Hold |
4,864
| – | – | 0.03% | 217 |
|
|
2016
Q4 | $663K | Sell |
4,864
-216
| -4% | -$29.4K | 0.03% | 226 |
|
|
2016
Q3 | $610K | Sell |
5,080
-400
| -7% | -$48K | 0.03% | 226 |
|
|
2016
Q2 | $644K | Buy |
5,480
+504
| +10% | +$59.2K | 0.03% | 216 |
|
|
2016
Q1 | $596K | Hold |
4,976
| – | – | 0.03% | 215 |
|
|
2015
Q4 | $563K | Buy |
4,976
+1,000
| +25% | +$113K | 0.03% | 239 |
|
|
2015
Q3 | $423K | Hold |
3,976
| – | – | 0.02% | 275 |
|
|
2015
Q2 | $403K | Hold |
3,976
| – | – | 0.02% | 300 |
|
|
2015
Q1 | $398K | Sell |
3,976
-19
| -0.5% | -$1.9K | 0.02% | 309 |
|
|
2014
Q4 | $388K | Buy |
3,995
+19
| +0.5% | +$1.85K | 0.02% | 280 |
|
|
2014
Q3 | $398K | Hold |
3,976
| – | – | 0.02% | 297 |
|
|
2014
Q2 | $425K | Hold |
3,976
| – | – | 0.02% | 291 |
|
|
2014
Q1 | $388K | Hold |
3,976
| – | – | 0.02% | 290 |
|
|
2013
Q4 | $387K | Hold |
3,976
| – | – | 0.02% | 292 |
|
|
2013
Q3 | $359K | Hold |
3,976
| – | – | 0.02% | 321 |
|
|
2013
Q2 | $346K | Buy |
+3,976
| New | +$346K | 0.02% | 333 |
|