EWM
Evercore Wealth Management’s SS&C Technologies SSNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Sell |
4,410
-50
| -1% | -$4.14K | 0.01% | 317 |
|
|
2025
Q1 | $373K | Hold |
4,460
| – | – | 0.01% | 311 |
|
|
2024
Q4 | $338K | Hold |
4,460
| – | – | 0.01% | 326 |
|
|
2024
Q3 | $331K | Hold |
4,460
| – | – | 0.01% | 329 |
|
|
2024
Q2 | $280K | Hold |
4,460
| – | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $287K | Sell |
4,460
-20
| -0.4% | -$1.29K | ﹤0.01% | 349 |
|
|
2023
Q4 | $274K | Sell |
4,480
-2,890
| -39% | -$177K | ﹤0.01% | 361 |
|
|
2023
Q3 | $387K | Sell |
7,370
-499,915
| -99% | -$26.3M | 0.01% | 293 |
|
|
2023
Q2 | $30.7M | Sell |
507,285
-93,768
| -16% | -$5.68M | 0.56% | 44 |
|
|
2023
Q1 | $33.9M | Sell |
601,053
-89,647
| -13% | -$5.06M | 0.68% | 40 |
|
|
2022
Q4 | $36M | Sell |
690,700
-190,023
| -22% | -$9.89M | 0.75% | 40 |
|
|
2022
Q3 | $42.1M | Sell |
880,723
-241,299
| -22% | -$11.5M | 0.95% | 36 |
|
|
2022
Q2 | $65.2M | Sell |
1,122,022
-24,505
| -2% | -$1.42M | 1.37% | 28 |
|
|
2022
Q1 | $86M | Buy |
1,146,527
+80
| +0% | +$6K | 1.52% | 24 |
|
|
2021
Q4 | $94M | Buy |
1,146,447
+8,935
| +0.8% | +$732K | 1.53% | 23 |
|
|
2021
Q3 | $78.9M | Buy |
1,137,512
+709
| +0.1% | +$49.2K | 1.43% | 26 |
|
|
2021
Q2 | $81.9M | Buy |
1,136,803
+45,829
| +4% | +$3.3M | 1.5% | 25 |
|
|
2021
Q1 | $76.2M | Buy |
1,090,974
+46,560
| +4% | +$3.25M | 1.51% | 27 |
|
|
2020
Q4 | $76M | Buy |
1,044,414
+42,691
| +4% | +$3.11M | 1.64% | 22 |
|
|
2020
Q3 | $60.6M | Buy |
1,001,723
+40,871
| +4% | +$2.47M | 1.48% | 25 |
|
|
2020
Q2 | $54.3M | Buy |
960,852
+57,425
| +6% | +$3.24M | 1.45% | 23 |
|
|
2020
Q1 | $39.6M | Buy |
+903,427
| New | +$39.6M | 1.31% | 29 |
|
|
2018
Q1 | – | Sell |
-1,030
| Closed | -$42K | – | 731 |
|
|
2017
Q4 | $42K | Hold |
1,030
| – | – | ﹤0.01% | 608 |
|
|
2017
Q3 | $41K | Hold |
1,030
| – | – | ﹤0.01% | 600 |
|
|
2017
Q2 | $40K | Hold |
1,030
| – | – | ﹤0.01% | 608 |
|
|
2017
Q1 | $36K | Hold |
1,030
| – | – | ﹤0.01% | 655 |
|
|
2016
Q4 | $29K | Hold |
1,030
| – | – | ﹤0.01% | 701 |
|
|
2016
Q3 | $33K | Hold |
1,030
| – | – | ﹤0.01% | 690 |
|
|
2016
Q2 | $29K | Buy |
1,030
+515
| +100% | +$14.5K | ﹤0.01% | 695 |
|
|
2016
Q1 | $33K | Buy |
+515
| New | +$33K | ﹤0.01% | 641 |
|