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
PM
Philip Morris International Inc.

Consumer Defensive
-5.9K
- 19.12%
$101.25 - $127.45 $597K - $751K
24.9K $3.03M
BMY
Bristol Myers Squibb CO

Healthcare
-9.59K
- 24.3%
$39.66 - $51.75 $380K - $496K
29.9K $1.55M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.5K
- 15.01%
$90.87 - $102.43 $136K - $154K
8.49K $839K
XLE
Energy Sector Spdr

ETFs
-225
- 1.14%
$84.35 - $93.39 $19K - $21K
19.4K $1.71M
C
Citigroup Inc

Financial Services
-1.25K
- 21.17%
$56.11 - $67.61 $70.2K - $84.6K
4.66K $291K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.02K
- 28.77%
$77.02 - $85.06 $78.2K - $86.3K
2.51K $212K
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.03K
- 2.19%
$98.01 - $106.59 $101K - $109K
45.8K $4.79M
EMR
Emerson Electric CO

Industrials
-263
- 0.72%
$98.19 - $118.87 $25.8K - $31.3K
36.5K $3.99M
AMD
Advanced Micro Devices Inc

Technology
-426
- 4.56%
$128.67 - $183.96 $54.8K - $78.4K
8.92K $1.46M
CL
Colgate Palmolive CO

Consumer Defensive
-2.5K
- 8.09%
$95.54 - $108.77 $238K - $271K
28.3K $2.94M
SOFI
So Fi Technologies, Inc.

Financial Services
-10.8K
- 30.26%
$6.32 - $8.19 $68.6K - $88.9K
25K $196K
PEP
Pepsico Inc

Consumer Defensive
-3.79K
- 3.19%
$161.9 - $179.3 $613K - $679K
115K $19.6M
BAC
Bank Of America Corp

Financial Services
-764
- 0.86%
$36.65 - $44.13 $28K - $33.7K
87.9K $3.49M
ROK
Rockwell Automation, Inc

Industrials
-79
- 5.43%
$248.27 - $294.37 $19.6K - $23.3K
1.38K $369K
CI
Cigna Corp

Healthcare
-198
- 7.99%
$319.12 - $367.1 $63.2K - $72.7K
2.28K $789K
TFC
Truist Financial Corp

Financial Services
-1.95K
- 13.37%
$38.22 - $44.94 $74.3K - $87.4K
12.6K $538K
XOM
Exxon Mobil Corp

Energy
-1.86K
- 2.05%
$109.72 - $119.0 $204K - $221K
88.7K $10.4M
OEF
Ishares S&P 100 ETF

ETFs
-140
- 2.27%
$266.03 - $266.03 $37.2K - $37.2K
6.03K $1.6M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-200
- 10.46%
$386.81 - $423.12 $77.4K - $84.6K
1.71K $724K
ICF
Ishares Tr

ETFs
-1K
- 19.6%
$56.77 - $67.33 $56.8K - $67.3K
4.1K $270K
BDX
Becton Dickinson & CO

Healthcare
-210
- 5.19%
$221.47 - $242.41 $46.5K - $50.9K
3.83K $924K
WWD
Woodward, Inc.

Industrials
-62
- 2.56%
$151.73 - $187.23 $9.41K - $11.6K
2.36K $404K
LHX
L3 Harris Technologies, Inc.

Industrials
-370
- 6.72%
$221.96 - $243.27 $82.1K - $90K
5.14K $1.22M
DOW
Dow Inc.

Basic Materials
-500
- 6.45%
$50.15 - $55.41 $25.1K - $27.7K
7.25K $395K
RCI
Rogers Communications Inc

Communication Services
-850
- 14.17%
$36.2 - $41.17 $30.8K - $35K
5.15K $207K
VHT
Vanguard Health Care ETF

ETFs
-100
- 11.26%
$261.88 - $288.1 $26.2K - $28.8K
788 $222K
OKE
Oneok Inc

Energy
-423
- 15.44%
$78.62 - $95.27 $33.3K - $40.3K
2.32K $211K
MKL
Markel Corp

Financial Services
-6
- 2.87%
$1494.55 - $1645.69 $8.97K - $9.87K
203 $318K
CTVA
Corteva, Inc.

Basic Materials
-500
- 11.57%
$50.72 - $58.78 $25.4K - $29.4K
3.82K $224K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-22
- 0.65%
$104.47 - $116.17 $2.3K - $2.56K
3.34K $360K
ABC
Amerisourcebergen Corp

Healthcare
-20
- 0.81%
N/A
2.44K $451K
AGZ
Ishares Agency Bond ETF

ETFs
-100
- 3.35%
$107.35 - $110.79 $10.7K - $11.1K
2.89K $318K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-12.9K
- 6.34%
$75.32 - $84.37 $972K - $1.09M
191K $15.9M
Veralto Corp
-244
- 10.7%
N/A
2.04K $0
Labcorp Holdings Inc
-8
- 0.74%
N/A
1.07K $0
Agriculture & Nat Sol Acq CO
-4.23K
- 25.0%
N/A
12.7K $0
Kenvue Inc
-1.3K
- 6.27%
N/A
19.4K $0
VZ
Verizon Communications Inc

Communication Services
-2.47K
- 8.12%
$38.89 - $45.0 $95.9K - $111K
27.9K $1.25M
VGT
Vanguard Information Technolog

ETFs
-53
- 1.63%
$514.43 - $606.85 $27.3K - $32.2K
3.2K $1.88M
EPD
Enterprise Products Partners L.P.

Energy
-940
- 0.43%
$27.88 - $30.0 $26.2K - $28.2K
218K $6.35M
VTV
Vanguard Value ETF

ETFs
-265
- 8.05%
$159.75 - $174.57 $42.3K - $46.3K
3.03K $528K
A
Agilent Technologies, Inc.

Healthcare
-230
- 11.54%
$125.42 - $148.48 $28.8K - $34.2K
1.76K $261K
BALL
Ball Corp

Consumer Cyclical
-1K
- 10.89%
$58.86 - $67.91 $58.9K - $67.9K
8.18K $555K
BAX
Baxter International Inc

Healthcare
-1.3K
- 10.84%
$32.85 - $40.26 $42.7K - $52.3K
10.7K $406K
CME
Cme Group Inc.

Financial Services
-200
- 9.56%
$193.43 - $220.62 $38.7K - $44.1K
1.89K $417K
ISRG
Intuitive Surgical Inc

Healthcare
-91
- 7.98%
$416.14 - $494.01 $37.9K - $45K
1.05K $515K
CSX
Csx Corp

Industrials
-27
- 0.18%
$32.48 - $35.45 $877 - $957
15.2K $525K
EFG
Msci Eafe Growth ETF

ETFs
-410
- 3.72%
$96.84 - $108.77 $39.7K - $44.6K
10.6K $1.14M
IFF
International Flavors & Fragrances Inc

Basic Materials
-500
- 7.26%
$93.14 - $105.12 $46.6K - $52.6K
6.39K $670K
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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