Evercore Wealth Management, LLC Closed Holding Positions

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RF
Regions Financial Corp

Financial Services
Q3 2020 Filed on Nov 16, 2020
16,065
$9.83 - $12.09 $158K - $194K
Wisdomtree Tr
Q2 2020 Filed on Aug 13, 2020
18,902
N/A
WASH
Washington Trust Bancorp Inc

Financial Services
Q2 2020 Filed on Aug 13, 2020
12,853
$27.99 - $38.82 $360K - $499K
PPG
Ppg Industries Inc

Basic Materials
Q2 2020 Filed on Aug 13, 2020
3,323
$79.89 - $113.95 $265K - $379K
United Technologies Corp
Q2 2020 Filed on Aug 13, 2020
113,875
N/A
WELL
Welltower Inc.

Real Estate
Q2 2020 Filed on Aug 13, 2020
6,890
$37.26 - $61.65 $257K - $425K
AOS
Smith A O Corp

Industrials
Q2 2020 Filed on Aug 13, 2020
5,900
$35.61 - $52.0 $210K - $307K
Raytheon CO
Q2 2020 Filed on Aug 13, 2020
10,581
N/A
SWN
Southwestern Energy CO

Energy
Q2 2020 Filed on Aug 13, 2020
10,000
$1.63 - $3.8 $16.3K - $38K
Allergan PLC
Q2 2020 Filed on Aug 13, 2020
1,617
N/A
AINV
Apollo Investment Corp

Financial Services
Q2 2020 Filed on Aug 13, 2020
20,933
$5.43 - $11.89 $114K - $249K
Trillium Therapeutics Inc
Q2 2020 Filed on Aug 13, 2020
14,000
N/A
Landmark Infrastructure LP
Q2 2020 Filed on Aug 13, 2020
11,382
N/A
Pope Res Del LTD Partnership
Q2 2020 Filed on Aug 13, 2020
7,750
N/A
Alps ETF Tr
Q2 2020 Filed on Aug 13, 2020
14,755
N/A
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q2 2020 Filed on Aug 13, 2020
30,000
$15.22 - $29.23 $457K - $877K
PBA
Pembina Pipeline Corp

Energy
Q1 2020 Filed on May 14, 2020
15,000
$11.66 - $40.19 $175K - $603K
Wesco Aircraft Hldgs Inc
Q1 2020 Filed on May 14, 2020
13,289
N/A
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
Q1 2020 Filed on May 14, 2020
10,668
$40.88 - $66.27 $436K - $707K
Aveo Pharmaceuticals Inc
Q1 2020 Filed on May 14, 2020
418,414
N/A
SYF
Synchrony Financial

Financial Services
Q1 2020 Filed on May 14, 2020
1,189,558
$12.8 - $36.42 $15.2M - $43.3M
SU
Suncor Energy Inc

Energy
Q1 2020 Filed on May 14, 2020
6,310
$10.45 - $34.48 $65.9K - $218K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2020 Filed on May 14, 2020
4,305
$22.29 - $38.7 $96K - $167K
NNN
National Retail Properties, Inc.

Real Estate
Q1 2020 Filed on May 14, 2020
4,000
$26.4 - $58.65 $106K - $235K
SJM
J M Smucker CO

Consumer Defensive
Q1 2020 Filed on May 14, 2020
5,931
$95.79 - $118.86 $568K - $705K
F
Ford Motor CO

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
11,015
$4.01 - $9.42 $44.2K - $104K
LIQT
Liqtech International Inc

Industrials
Q1 2020 Filed on May 14, 2020
41,808
$3.21 - $7.31 $134K - $306K
OXY
Occidental Petroleum Corp

Energy
Q1 2020 Filed on May 14, 2020
5,208
$9.69 - $47.26 $50.5K - $246K
BEN
Franklin Resources Inc

Financial Services
Q1 2020 Filed on May 14, 2020
9,300
$15.3 - $26.31 $142K - $245K
IRDM
Iridium Communications Inc.

Communication Services
Q1 2020 Filed on May 14, 2020
15,000
$17.91 - $31.88 $269K - $478K
SHLX
Shell Midstream Partners, L.P.

Energy
Q1 2020 Filed on May 14, 2020
25,000
$7.51 - $22.7 $188K - $568K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
487,289
$22.33 - $135.05 $10.9M - $65.8M
IWS
Ishares Russell Midcap Value E

ETFs
Q1 2020 Filed on May 14, 2020
5,299
$54.38 - $96.81 $288K - $513K
VRSN
Verisign Inc

Technology
Q1 2020 Filed on May 14, 2020
1,043
$151.17 - $216.94 $158K - $226K
CLB
Core Laboratories N V

Energy
Q1 2020 Filed on May 14, 2020
10,260
$7.99 - $41.24 $82K - $423K
MTN
Vail Resorts Inc

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
879
$141.79 - $254.78 $125K - $224K
UGI
Ugi Corp

Utilities
Q1 2020 Filed on May 14, 2020
6,160
$22.92 - $44.76 $141K - $276K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q1 2020 Filed on May 14, 2020
3,709
$44.18 - $93.46 $164K - $347K
ALE
Allete Inc

Utilities
Q1 2020 Filed on May 14, 2020
2,765
$52.24 - $84.12 $144K - $233K
CTRA
Coterra Energy Inc.

Energy
Q1 2020 Filed on May 14, 2020
50,304
$13.51 - $19.09 $680K - $960K
O
Realty Income Corp

Real Estate
Q1 2020 Filed on May 14, 2020
2,784
$41.18 - $79.88 $115K - $222K
WAL
Western Alliance Bancorporation

Financial Services
Q1 2020 Filed on May 14, 2020
4,110
$22.16 - $58.26 $91.1K - $239K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2020 Filed on May 14, 2020
4,499
$38.34 - $62.84 $172K - $283K
LADR
Ladder Capital Corp

Real Estate
Q1 2020 Filed on May 14, 2020
10,088
$3.61 - $18.86 $36.4K - $190K
Connecticut Wtr Svc Inc
Q4 2019 Filed on Feb 13, 2020
19,228
N/A
Celgene Corp
Q4 2019 Filed on Feb 13, 2020
9,514
N/A
Suntrust Bks Inc
Q4 2019 Filed on Feb 13, 2020
8,770
N/A
CGBD
Carlyle Secured Lending, Inc.

Financial Services
Q4 2019 Filed on Feb 13, 2020
22,267
$13.15 - $14.53 $293K - $324K
Bb&T Corp
Q4 2019 Filed on Feb 13, 2020
4,969
N/A
Track This Portfolio

Track Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email