Evercore Wealth Management, LLC Reduced Holdings in Q4 2024

Evercore Wealth Management, LLC

  • $6.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CE
Celanese Corp

Basic Materials
-220K
- 32.64%
$67.03 - $136.68 $14.8M - $30.1M
454K $31.5M
CDW
Cdw Corp

Technology
-12.1K
- 2.25%
$171.49 - $225.64 $2.07M - $2.72M
524K $91.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-911
- 0.3%
$501.29 - $612.85 $457K - $558K
298K $155M
UNH
Unitedhealth Group Inc

Healthcare
-3.03K
- 0.87%
$485.52 - $625.25 $1.47M - $1.89M
345K $174M
CVX
Chevron Corp

Energy
-146K
- 41.9%
$141.15 - $162.53 $20.6M - $23.7M
202K $29.3M
MCD
Mcdonalds Corp

Consumer Cyclical
-44.9K
- 14.25%
$288.47 - $316.54 $13M - $14.2M
270K $78.3M
ADBE
Adobe Inc.

Technology
-844
- 0.36%
$437.39 - $552.96 $369K - $467K
233K $104M
STZ
Constellation Brands, Inc.

Consumer Defensive
-3.94K
- 1.1%
$219.66 - $257.62 $865K - $1.01M
356K $78.6M
MSFT
Microsoft Corp

Technology
-2.78K
- 0.32%
$406.35 - $454.46 $1.13M - $1.26M
871K $367M
HD
Home Depot, Inc.

Consumer Cyclical
-173
- 0.04%
$385.02 - $431.37 $66.6K - $74.6K
468K $182M
LLY
Eli Lilly & CO

Healthcare
-67
- 0.18%
$727.2 - $932.06 $48.7K - $62.4K
37.2K $28.7M
JNJ
Johnson & Johnson

Healthcare
-4.75K
- 2.44%
$143.34 - $165.86 $681K - $788K
190K $27.5M
NKE
Nike, Inc.

Consumer Cyclical
-33.8K
- 28.32%
$73.36 - $89.13 $2.48M - $3.01M
85.6K $6.48M
ROP
Roper Technologies Inc

Industrials
-3.61K
- 6.77%
$519.85 - $575.95 $1.88M - $2.08M
49.7K $25.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.87K
- 1.37%
$442.29 - $483.08 $1.71M - $1.87M
279K $127M
ACN
Accenture PLC

Technology
-7.5K
- 1.92%
$343.9 - $376.86 $2.58M - $2.83M
383K $135M
KO
Coca Cola CO

Consumer Defensive
-22.5K
- 13.38%
$61.74 - $71.71 $1.39M - $1.62M
146K $9.08M
PEP
Pepsico Inc

Consumer Defensive
-2.54K
- 2.21%
$151.29 - $176.1 $385K - $448K
112K $17.1M
AMAT
Applied Materials Inc

Technology
-472
- 0.84%
$161.44 - $213.89 $76.2K - $101K
55.9K $9.09M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-6.11K
- 3.2%
$75.1 - $82.99 $458K - $507K
185K $14M
CBRE
Cbre Group, Inc.

Real Estate
-75.7K
- 6.42%
$119.22 - $140.71 $9.02M - $10.6M
1.1M $145M
ABBV
Abb Vie Inc.

Healthcare
-679
- 0.77%
$164.99 - $203.87 $112K - $138K
87.5K $15.5M
ABT
Abbott Laboratories

Healthcare
-7.57K
- 0.96%
$111.93 - $119.39 $847K - $903K
778K $88M
MRK
Merck & Co., Inc.

Healthcare
-629
- 0.6%
$96.31 - $114.76 $60.6K - $72.2K
104K $10.4M
AMGN
Amgen Inc

Healthcare
-478
- 2.4%
$258.78 - $328.31 $124K - $157K
19.4K $5.07M
DHR
Danaher Corp

Healthcare
-65
- 0.26%
$226.16 - $274.52 $14.7K - $17.8K
25K $5.73M
PFE
Pfizer Inc

Healthcare
-29.6K
- 17.1%
$24.8 - $30.19 $735K - $895K
144K $3.81M
XOM
Exxon Mobil Corp

Energy
-1.1K
- 1.23%
$105.51 - $125.37 $116K - $137K
87.6K $9.42M
LOW
Lowes Companies Inc

Consumer Cyclical
-223
- 0.64%
$244.52 - $284.07 $54.5K - $63.3K
34.5K $8.53M
SON
Sonoco Products CO

Consumer Cyclical
-11.7K
- 22.08%
$48.6 - $54.89 $571K - $645K
41.4K $2.02M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 7.69%
$664750.0 - $724132.5 $665K - $724K
12 $8.17M
MTD
Mettler Toledo International Inc

Healthcare
-65
- 2.58%
$1160.67 - $1498.12 $75.4K - $97.4K
2.46K $3.01M
CARR
Carrier Global Corp

Industrials
-1K
- 1.84%
$66.69 - $82.65 $66.7K - $82.7K
53.3K $3.64M
UNP
Union Pacific Corp

Industrials
-780
- 2.8%
$223.15 - $249.32 $174K - $194K
27.1K $6.17M
ITW
Illinois Tool Works Inc

Industrials
-1.75K
- 6.48%
$253.56 - $278.5 $444K - $488K
25.3K $6.41M
EFG
Msci Eafe Growth ETF

ETFs
-4.72K
- 44.56%
$96.83 - $106.88 $457K - $505K
5.88K $569K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2.15K
- 21.01%
$209.89 - $233.24 $452K - $502K
8.1K $1.72M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.14K
- 1.32%
$57.29 - $63.1 $65.5K - $72.2K
85.7K $4.92M
IDXX
Idexx Laboratories Inc

Healthcare
-4
- 0.07%
$406.92 - $495.42 $1.63K - $1.98K
5.95K $2.46M
XLE
Energy Sector Spdr

ETFs
-5.73K
- 29.46%
$83.32 - $97.27 $477K - $557K
13.7K $1.17M
PG
Procter & Gamble CO

Consumer Defensive
-520
- 0.68%
$161.05 - $179.7 $83.7K - $93.4K
76.2K $12.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-894
- 2.77%
$59.25 - $72.99 $53K - $65.3K
31.4K $1.88M
ZTS
Zoetis Inc.

Healthcare
-449
- 3.4%
$162.24 - $194.42 $72.8K - $87.3K
12.8K $2.08M
VB
Vanguard Small Cap ETF

ETFs
-2.23K
- 8.31%
$233.76 - $261.58 $521K - $583K
24.6K $5.91M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-3
- 0.23%
$701.85 - $1046.91 $2.11K - $3.14K
1.3K $927K
SBUX
Starbucks Corp

Consumer Cyclical
-1.94K
- 5.35%
$87.44 - $102.5 $169K - $198K
34.2K $3.12M
RPM
Rpm International Inc

Basic Materials
-4K
- 9.4%
$120.09 - $140.26 $480K - $561K
38.6K $4.74M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.44K
- 3.64%
$61.68 - $67.87 $397K - $437K
170K $10.6M
RTX
Raytheon Technologies Corp

Industrials
-181
- 0.26%
$114.45 - $127.21 $20.7K - $23K
69.3K $8.01M
Activity Summary
Buys All Purchases 109 New Holdings 27 Increased Positions 82 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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