Evercore Wealth Management, LLC Energy Sector Spdr Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 19,434 shares of XLE stock, worth $1.89 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

19,434

Previous 19,659 1.14%

Holding current value

$1.89 Million

Previous $1.79 Million 4.75%

% of portfolio

0.03%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$84.35 - $93.39 $18,978 - $21,012	-225 Reduced 1.14%	19,434 $1.71 Million
Q2 2024 Aug 14, 2024	BUY	$88.04 - $98.08 $11,357 - $12,652	129 Added 0.66%	19,659 $1.79 Million
Q1 2024 May 15, 2024	SELL	$79.91 - $94.41 $2.43 Million - $2.87 Million	-30,439 Reduced 60.92%	19,530 $1.84 Million
Q4 2023 Feb 14, 2024	BUY	$81.2 - $91.96 $2.26 Million - $2.56 Million	27,834 Added 125.75%	49,969 $4.19 Million
Q3 2023 Nov 14, 2023	SELL	$79.09 - $93.36 $49,826 - $58,816	-630 Reduced 2.77%	22,135 $2 Million
Q2 2023 Aug 04, 2023	BUY	$76.59 - $87.23 $174,242 - $198,448	2,275 Added 11.1%	22,765 $1.85 Million
Q3 2022 Nov 14, 2022	SELL	$67.49 - $84.09 $104,879 - $130,675	-1,554 Reduced 7.05%	20,490 $1.48 Million
Q2 2022 Aug 15, 2022	BUY	$70.66 - $92.28 $577,504 - $754,204	8,173 Added 58.92%	22,044 $1.58 Million
Q1 2022 May 16, 2022	BUY	$57.22 - $78.75 $793,698 - $1.09 Million	13,871 New	13,871 $1.06 Million
Q1 2020 May 14, 2020	SELL	$23.57 - $60.87 $335,047 - $865,267	-14,215 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$55.9 - $61.99 $134,998 - $149,705	-2,415 Reduced 14.52%	14,215 $853,000
Q3 2019 Nov 14, 2019	SELL	$59.2 - $63.13 $136,160 - $145,199	-2,300 Reduced 12.15%	16,630 $984,000
Q2 2019 Aug 13, 2019	BUY	N/A	3,531 Added 22.93%	18,930 $1.21 Million
Q1 2019 May 14, 2019	BUY	N/A	269 Added 1.78%	15,399 $1.02 Million
Q4 2018 Feb 13, 2019	BUY	N/A	12,284 Added 431.62%	15,130 $868,000
Q3 2018 Nov 13, 2018	BUY	N/A	20 Added 0.71%	2,846 $216,000
Q2 2018 Aug 14, 2018	BUY	N/A	2,826 New	2,826 $215,000
Q1 2018 May 15, 2018	SELL	N/A	-3,290 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	N/A	1,862 Added 130.39%	3,290 $238,000
Q3 2017 Nov 13, 2017	BUY	N/A	1,428	1,428 $98,000

Others Institutions Holding XLE

# of Institutions

2,025

Shares Held

235M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Industry ETFs

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Evercore Wealth Management, LLC Energy Sector Spdr Transaction History