Evercore Wealth Management, LLC Sells in Q3 2024

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
-479K
- 80.06%
$71.09 - $89.44 $34.1M - $42.9M
119K $10.5M
MSFT
Microsoft Corp

Technology
-16.5K
- 1.85%
$395.15 - $467.56 $6.52M - $7.72M
874K $376M
GOOG
Alphabet Inc.

Communication Services
-13.4K
- 1.28%
$149.54 - $192.66 $2M - $2.58M
1.03M $172M
GOOGL
Alphabet Inc.

Communication Services
-11.6K
- 1.41%
$148.65 - $191.18 $1.73M - $2.22M
814K $135M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-37.5K
- 70.72%
$283.28 - $314.39 $10.6M - $11.8M
15.5K $4.88M
CVX
Chevron Corp

Energy
-16.1K
- 4.42%
$137.88 - $161.97 $2.22M - $2.61M
348K $51.2M
LLY
Eli Lilly & CO

Healthcare
-3.22K
- 7.95%
$772.14 - $960.02 $2.49M - $3.09M
37.3K $33M
MCK
Mckesson Corp

Healthcare
-2.43K
- 11.37%
$479.06 - $630.38 $1.16M - $1.53M
18.9K $9.36M
AMAT
Applied Materials Inc

Technology
-925
- 1.61%
$174.88 - $254.97 $162K - $236K
56.4K $11.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-20.4K
- 67.33%
$92.63 - $105.69 $1.89M - $2.16M
9.89K $1.03M
UPS
United Parcel Service Inc

Industrials
-13K
- 22.38%
$123.32 - $147.38 $1.61M - $1.92M
45.2K $6.17M
IVE
Ishares S&P 500 Value ETF

ETFs
-9.12K
- 38.54%
$181.06 - $197.17 $1.65M - $1.8M
14.6K $2.87M
INTC
Intel Corp

Technology
-21.1K
- 19.76%
$18.9 - $34.87 $398K - $735K
85.6K $2.01M
MRK
Merck & Co., Inc.

Healthcare
-1.43K
- 1.35%
$111.15 - $128.97 $159K - $185K
105K $11.9M
TJX
Tjx Companies Inc

Consumer Cyclical
-68.9K
- 7.29%
$107.93 - $120.23 $7.43M - $8.28M
876K $103M
IWM
Ishares Russell 2000 ETF

ETFs
-7.69K
- 16.71%
$200.87 - $224.6 $1.54M - $1.73M
38.3K $8.47M
CVS
Cvs Health Corp

Healthcare
-15.4K
- 33.77%
$55.81 - $63.18 $861K - $974K
30.2K $1.9M
IWN
Ishares Russell2000 Val ETF

ETFs
-5.41K
- 52.83%
$150.05 - $171.34 $811K - $926K
4.83K $805K
QCOM
Qualcomm Inc

Technology
-511
- 2.24%
$156.12 - $209.64 $79.8K - $107K
22.3K $3.79M
ROP
Roper Technologies Inc

Industrials
-573
- 1.06%
$515.25 - $576.55 $295K - $330K
53.3K $29.7M
PFE
Pfizer Inc

Healthcare
-23.7K
- 12.01%
$27.7 - $31.39 $655K - $743K
173K $5.02M
TXN
Texas Instruments Inc

Technology
-2.4K
- 4.27%
$194.6 - $194.6 $466K - $466K
53.7K $10.5M
BA
Boeing CO

Industrials
-195
- 1.74%
$152.04 - $190.6 $29.6K - $37.2K
11K $1.68M
MPC
Marathon Petroleum Corp

Energy
-1.9K
- 39.87%
$158.61 - $180.75 $301K - $343K
2.87K $466K
FDX
Fedex Corp

Industrials
-1.05K
- 43.28%
$254.64 - $313.52 $267K - $329K
1.38K $376K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-16.8K
- 14.3%
$41.9 - $48.26 $705K - $812K
101K $4.83M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.47K
- 4.26%
$332.02 - $382.76 $821K - $946K
55.5K $20.8M
HON
Honeywell International Inc

Industrials
-764
- 3.78%
$196.73 - $220.21 $150K - $168K
19.4K $4.02M
DIS
Walt Disney CO

Communication Services
-1.47K
- 3.2%
$85.6 - $98.61 $126K - $145K
44.4K $4.27M
TGT
Target Corp

Consumer Defensive
-2.61K
- 15.61%
$133.47 - $159.25 $348K - $416K
14.1K $2.2M
APH
Amphenol Corp

Technology
-1.91K
- 2.86%
$58.39 - $70.41 $111K - $134K
64.8K $4.22M
NSC
Norfolk Southern Corp

Industrials
-1.47K
- 40.69%
$213.75 - $259.69 $314K - $382K
2.14K $532K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-55
- 0.34%
$126.87 - $148.36 $6.98K - $8.16K
16K $2.11M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-5
- 0.19%
$402.52 - $505.35 $2.01K - $2.53K
2.62K $1.13M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.79K
- 13.29%
$105.53 - $118.34 $611K - $685K
37.8K $4.42M
PSX
Phillips 66

Energy
-696
- 5.23%
$125.0 - $147.17 $87K - $102K
12.6K $1.66M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-3.41K
- 32.18%
$65.06 - $71.72 $222K - $244K
7.18K $510K
COP
Conocophillips

Energy
-634
- 4.5%
$102.3 - $116.61 $64.9K - $73.9K
13.5K $1.42M
CE
Celanese Corp

Basic Materials
-6.78K
- 0.99%
$119.16 - $147.51 $808K - $1M
675K $91.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.75K
- 40.99%
$106.11 - $113.72 $185K - $199K
2.52K $284K
DOV
Dover Corp

Industrials
-1.35K
- 15.53%
$172.5 - $193.03 $233K - $260K
7.33K $1.41M
XLP
Consumer Staples Sector Spdr

ETFs
-1.85K
- 7.19%
$76.04 - $76.04 $141K - $141K
23.9K $1.81M
COIN
Coinbase Global, Inc.

Technology
-80
- 2.59%
$147.09 - $265.15 $11.8K - $21.2K
3.01K $536K
XLK
Technology Sector Spdr

ETFs
-545
- 1.28%
$197.34 - $237.68 $108K - $130K
42.1K $9.5M
WFC
Wells Fargo & Company

Financial Services
-350
- 0.93%
$51.58 - $60.97 $18.1K - $21.3K
37.2K $2.1M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-3.12K
- 16.5%
$70.02 - $76.68 $218K - $239K
15.8K $1.21M
CRWD
Crowd Strike Holdings, Inc.

Technology
-9
- 0.88%
$217.89 - $392.15 $1.96K - $3.53K
1.02K $284K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-1.6K
- 18.77%
$139.03 - $157.34 $222K - $252K
6.92K $1.09M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.5K
- 24.19%
$82.97 - $98.97 $207K - $247K
7.83K $762K
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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