EWM
Evercore Wealth Management’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Sell |
3,545
-975
| -22% | -$104K | 0.01% | 311 |
|
|
2025
Q1 | $405K | Sell |
4,520
-250
| -5% | -$22.4K | 0.01% | 297 |
|
|
2024
Q4 | $468K | Sell |
4,770
-4,000
| -46% | -$393K | 0.01% | 284 |
|
|
2024
Q3 | $776K | Sell |
8,770
-625
| -7% | -$55.3K | 0.01% | 241 |
|
|
2024
Q2 | $695K | Hold |
9,395
| – | – | 0.01% | 244 |
|
|
2024
Q1 | $726K | Sell |
9,395
-220
| -2% | -$17K | 0.01% | 245 |
|
|
2023
Q4 | $745K | Hold |
9,615
| – | – | 0.01% | 241 |
|
|
2023
Q3 | $644K | Buy |
9,615
+1,000
| +12% | +$67K | 0.01% | 242 |
|
|
2023
Q2 | $630K | Sell |
8,615
-1,950
| -18% | -$143K | 0.01% | 248 |
|
|
2023
Q1 | $800K | Hold |
10,565
| – | – | 0.02% | 230 |
|
|
2022
Q4 | $820K | Hold |
10,565
| – | – | 0.02% | 227 |
|
|
2022
Q3 | $642K | Hold |
10,565
| – | – | 0.01% | 236 |
|
|
2022
Q2 | $651K | Sell |
10,565
-775
| -7% | -$47.8K | 0.01% | 245 |
|
|
2022
Q1 | $988K | Sell |
11,340
-100
| -0.9% | -$8.71K | 0.02% | 225 |
|
|
2021
Q4 | $1.06M | Sell |
11,440
-650
| -5% | -$60.5K | 0.02% | 220 |
|
|
2021
Q3 | $1.02M | Hold |
12,090
| – | – | 0.02% | 217 |
|
|
2021
Q2 | $995K | Sell |
12,090
-25
| -0.2% | -$2.06K | 0.02% | 226 |
|
|
2021
Q1 | $1.02M | Buy |
12,115
+9
| +0.1% | +$756 | 0.02% | 221 |
|
|
2020
Q4 | $881K | Sell |
12,106
-4
| -0% | -$291 | 0.02% | 229 |
|
|
2020
Q3 | $718K | Sell |
12,110
-1,030
| -8% | -$61.1K | 0.02% | 228 |
|
|
2020
Q2 | $835K | Sell |
13,140
-5,609
| -30% | -$356K | 0.02% | 209 |
|
|
2020
Q1 | $999K | Sell |
18,749
-282
| -1% | -$15K | 0.03% | 180 |
|
|
2019
Q4 | $1.51M | Sell |
19,031
-1,360
| -7% | -$108K | 0.04% | 177 |
|
|
2019
Q3 | $1.21M | Sell |
20,391
-2,621
| -11% | -$155K | 0.04% | 186 |
|
|
2019
Q2 | $1.29M | Sell |
23,012
-887
| -4% | -$49.7K | 0.04% | 179 |
|
|
2019
Q1 | $1.57M | Buy |
23,899
+26
| +0.1% | +$1.71K | 0.05% | 167 |
|
|
2018
Q4 | $1.51M | Sell |
23,873
-17
| -0.1% | -$1.07K | 0.06% | 154 |
|
|
2018
Q3 | $2M | Sell |
23,890
-2,291
| -9% | -$192K | 0.06% | 146 |
|
|
2018
Q2 | $2.44M | Sell |
26,181
-1,270
| -5% | -$118K | 0.08% | 122 |
|
|
2018
Q1 | $2.74M | Hold |
27,451
| – | – | 0.1% | 110 |
|
|
2017
Q4 | $2.68M | Hold |
27,451
| – | – | 0.1% | 115 |
|
|
2017
Q3 | $2.62M | Hold |
27,451
| – | – | 0.1% | 116 |
|
|
2017
Q2 | $2.46M | Sell |
27,451
-80
| -0.3% | -$7.18K | 0.1% | 121 |
|
|
2017
Q1 | $2.19M | Sell |
27,531
-4,153
| -13% | -$331K | 0.09% | 127 |
|
|
2016
Q4 | $2.46M | Sell |
31,684
-409
| -1% | -$31.8K | 0.1% | 118 |
|
|
2016
Q3 | $2.24M | Buy |
32,093
+66
| +0.2% | +$4.6K | 0.09% | 124 |
|
|
2016
Q2 | $1.73M | Sell |
32,027
-2,895
| -8% | -$156K | 0.08% | 140 |
|
|
2016
Q1 | $2.04M | Sell |
34,922
-1,050
| -3% | -$61.4K | 0.09% | 121 |
|
|
2015
Q4 | $2.39M | Sell |
35,972
-2,200
| -6% | -$146K | 0.11% | 122 |
|
|
2015
Q3 | $2.57M | Hold |
38,172
| – | – | 0.12% | 115 |
|
|
2015
Q2 | $2.94M | Sell |
38,172
-2,193
| -5% | -$169K | 0.13% | 117 |
|
|
2015
Q1 | $2.97M | Buy |
40,365
+593
| +1% | +$43.6K | 0.14% | 115 |
|
|
2014
Q4 | $3.12M | Sell |
39,772
-2,424
| -6% | -$190K | 0.16% | 106 |
|
|
2014
Q3 | $3.11M | Sell |
42,196
-5,235
| -11% | -$385K | 0.16% | 116 |
|
|
2014
Q2 | $3.19M | Sell |
47,431
-10,873
| -19% | -$731K | 0.16% | 112 |
|
|
2014
Q1 | $4.06M | Sell |
58,304
-37,718
| -39% | -$2.62M | 0.23% | 97 |
|
|
2013
Q4 | $7.05M | Sell |
96,022
-4,282
| -4% | -$314K | 0.39% | 76 |
|
|
2013
Q3 | $6.6M | Sell |
100,304
-784
| -0.8% | -$51.6K | 0.38% | 77 |
|
|
2013
Q2 | $6.59M | Buy |
+101,088
| New | +$6.59M | 0.37% | 77 |
|