Evercore Wealth Management, LLC Reduced Holdings in Q3 2024

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PRM
Perimeter Solutions, Sa

Basic Materials
-10K
- 13.33%
$7.55 - $13.42 $75.5K - $134K
65K $872K
ECL
Ecolab Inc.

Basic Materials
-110
- 0.52%
$228.86 - $255.76 $25.2K - $28.1K
21K $5.37M
CDW
Cdw Corp

Technology
-4.3K
- 0.8%
$206.67 - $239.84 $888K - $1.03M
536K $121M
SBUX
Starbucks Corp

Consumer Cyclical
-4.57K
- 11.22%
$72.51 - $98.6 $331K - $450K
36.1K $3.52M
XLV
Select Sector Spdr Fund Health

ETFs
-1.03K
- 1.65%
$143.3 - $157.24 $148K - $162K
61.5K $9.48M
CSCO
Cisco Systems, Inc.

Technology
-17.4K
- 7.65%
$44.74 - $53.22 $779K - $926K
210K $11.2M
TMUS
T Mobile Us, Inc.

Communication Services
-5
- 0.04%
$175.14 - $206.36 $876 - $1.03K
13.5K $2.79M
AXP
American Express CO

Financial Services
-560
- 3.93%
$225.92 - $271.17 $127K - $152K
13.7K $3.71M
CRM
Salesforce, Inc.

Technology
-117
- 0.43%
$238.42 - $276.53 $27.9K - $32.4K
27K $7.4M
MMM
3 M CO

Industrials
-151
- 1.08%
$99.69 - $139.42 $15.1K - $21.1K
13.8K $1.88M
PG
Procter & Gamble CO

Consumer Defensive
-835
- 1.08%
$160.76 - $177.82 $134K - $148K
76.7K $13.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-148
- 0.88%
$523.84 - $572.02 $77.5K - $84.7K
16.6K $9.44M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.68K
- 1.49%
$57.32 - $62.65 $153K - $168K
177K $11M
CAT
Caterpillar Inc

Industrials
-149
- 1.47%
$316.8 - $391.12 $47.2K - $58.3K
9.97K $3.9M
VEA
Vanguard Ftse Developed Market

ETFs
-3.35K
- 1.6%
$47.6 - $53.31 $159K - $179K
206K $10.9M
UNP
Union Pacific Corp

Industrials
-20
- 0.07%
$221.78 - $256.09 $4.44K - $5.12K
27.9K $6.86M
COST
Costco Wholesale Corp

Consumer Defensive
-4.22K
- 3.51%
$801.83 - $917.05 $3.38M - $3.87M
116K $103M
ITW
Illinois Tool Works Inc

Industrials
-25
- 0.09%
$233.14 - $263.97 $5.83K - $6.6K
27.1K $7.09M
DHR
Danaher Corp

Healthcare
-48
- 0.19%
$239.25 - $280.76 $11.5K - $13.5K
25K $6.96M
AFL
Aflac Inc

Financial Services
-975
- 2.43%
$88.52 - $111.8 $86.3K - $109K
39.2K $4.38M
PGR
Progressive Corp

Financial Services
-12
- 0.07%
$209.46 - $259.24 $2.51K - $3.11K
17.8K $4.52M
CARR
Carrier Global Corp

Industrials
-480
- 0.88%
$61.9 - $80.88 $29.7K - $38.8K
54.3K $4.37M
RTX
Raytheon Technologies Corp

Industrials
-659
- 0.94%
$99.55 - $123.34 $65.6K - $81.3K
69.4K $8.41M
TSLA
Tesla, Inc.

Consumer Cyclical
-4.45K
- 11.04%
$191.76 - $263.26 $853K - $1.17M
35.9K $9.38M
LOW
Lowes Companies Inc

Consumer Cyclical
-277
- 0.79%
$213.3 - $270.78 $59.1K - $75K
34.8K $9.42M
ORCL
Oracle Corp

Technology
-1.44K
- 2.16%
$125.9 - $170.35 $181K - $245K
64.9K $11.1M
GLD
Spdr Gold Trust

ETFs
-1.16K
- 1.43%
$215.56 - $246.98 $250K - $286K
79.6K $19.4M
ABBV
Abb Vie Inc.

Healthcare
-1.65K
- 1.84%
$163.84 - $199.33 $271K - $329K
88.2K $17.4M
ADP
Automatic Data Processing Inc

Industrials
-230
- 0.38%
$233.44 - $279.45 $53.7K - $64.3K
60.9K $16.9M
JNJ
Johnson & Johnson

Healthcare
-4.42K
- 2.21%
$145.48 - $167.38 $642K - $739K
195K $31.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.31K
- 1.08%
$517.38 - $573.86 $679K - $753K
120K $69M
IAU
Ishares Gold Trust

ETFs
-19.4K
- 2.88%
$44.06 - $50.5 $854K - $979K
653K $32.5M
ABT
Abbott Laboratories

Healthcare
-40.9K
- 4.95%
$100.07 - $118.13 $4.09M - $4.83M
785K $89.5M
BWA
Borgwarner Inc

Consumer Cyclical
-35.1K
- 2.8%
$31.19 - $36.75 $1.1M - $1.29M
1.22M $44.2M
JPM
Jpmorgan Chase & CO

Financial Services
-7.47K
- 1.13%
$194.9 - $224.8 $1.46M - $1.68M
656K $138M
WMB
Williams Companies, Inc.

Energy
-57.3K
- 2.02%
$41.24 - $46.22 $2.36M - $2.65M
2.78M $127M
MS
Morgan Stanley

Financial Services
-9.39K
- 0.73%
$92.07 - $106.96 $865K - $1M
1.28M $134M
SHW
Sherwin Williams CO

Basic Materials
-1.86K
- 1.73%
$294.65 - $384.0 $549K - $715K
106K $40.4M
AZO
Autozone Inc

Consumer Cyclical
-446
- 0.76%
$2815.0 - $3212.87 $1.26M - $1.43M
57.9K $182M
MCD
Mcdonalds Corp

Consumer Cyclical
-13.6K
- 4.14%
$245.82 - $304.51 $3.35M - $4.15M
315K $96M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4.76K
- 1.65%
$405.19 - $478.57 $1.93M - $2.28M
283K $130M
CB
Chubb LTD

Financial Services
-5.54K
- 1.21%
$252.51 - $292.2 $1.4M - $1.62M
451K $130M
AMT
American Tower Corp

Real Estate
-9.77K
- 2.13%
$192.27 - $242.73 $1.88M - $2.37M
449K $104M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-3.33K
- 1.1%
$531.86 - $624.21 $1.77M - $2.08M
299K $185M
ACN
Accenture PLC

Technology
-5.08K
- 1.28%
$295.44 - $355.81 $1.5M - $1.81M
391K $138M
MA
Mastercard Inc

Financial Services
-4.34K
- 0.98%
$429.6 - $500.99 $1.86M - $2.17M
439K $217M
UNH
Unitedhealth Group Inc

Healthcare
-4.43K
- 1.26%
$488.01 - $604.18 $2.16M - $2.68M
348K $203M
HD
Home Depot, Inc.

Consumer Cyclical
-5.92K
- 1.25%
$333.64 - $405.2 $1.97M - $2.4M
468K $190M
BX
Blackstone Inc.

Financial Services
-90.2K
- 5.78%
$120.77 - $159.66 $10.9M - $14.4M
1.47M $225M
Activity Summary
Buys All Purchases 75 New Holdings 26 Increased Positions 49 Sells All Sells 203 Reductions 203 Sold out 0 Options Calls 0 Puts 0
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