Evercore Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Sell |
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|
2025
Q1 | $405K | Sell |
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|
2024
Q4 | $468K | Sell |
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|
2024
Q3 | $776K | Sell |
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|
2024
Q2 | $695K | Hold |
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|
2024
Q1 | $726K | Sell |
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|
2023
Q4 | $745K | Hold |
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|
2023
Q3 | $644K | Buy |
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|
2023
Q2 | $630K | Sell |
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|
2023
Q1 | $800K | Hold |
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|
2022
Q4 | $820K | Hold |
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|
2022
Q3 | $642K | Hold |
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|
2022
Q2 | $651K | Sell |
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|
2022
Q1 | $988K | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.02M | Hold |
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|
2021
Q2 | $995K | Sell |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $881K | Sell |
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|
2020
Q3 | $718K | Sell |
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|
2020
Q2 | $835K | Sell |
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|
2020
Q1 | $999K | Sell |
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|
2019
Q4 | $1.5M | Sell |
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|
2019
Q3 | $1.21M | Sell |
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|
2019
Q2 | $1.29M | Sell |
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|
2019
Q1 | $1.57M | Buy |
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|
2018
Q4 | $1.51M | Sell |
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|
2018
Q3 | $2M | Sell |
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|
2018
Q2 | $2.44M | Sell |
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|
2018
Q1 | $2.74M | Hold |
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|
2017
Q4 | $2.68M | Hold |
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|
2017
Q3 | $2.62M | Hold |
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|
2017
Q2 | $2.46M | Sell |
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|
2017
Q1 | $2.19M | Sell |
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|
2016
Q4 | $2.46M | Sell |
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|
2016
Q3 | $2.23M | Buy |
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|
2016
Q2 | $1.73M | Sell |
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|
2016
Q1 | $2.04M | Sell |
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|
2015
Q4 | $2.39M | Sell |
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|
2015
Q3 | $2.57M | Hold |
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|
2015
Q2 | $2.94M | Sell |
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|
2015
Q1 | $2.97M | Buy |
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|
2014
Q4 | $3.12M | Sell |
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|
2014
Q3 | $3.11M | Sell |
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|
2014
Q2 | $3.19M | Sell |
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|
2014
Q1 | $4.06M | Sell |
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|
2013
Q4 | $7.05M | Sell |
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|
2013
Q3 | $6.6M | Sell |
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|
2013
Q2 | $6.59M | Buy |
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