Evercore Wealth Management, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 411
- Total Value
- 2375321656
- Accession Number
- 0001172661-25-002000
- Form Type
- 13F-HR
- CIK
- 0001482689
- Manager Name
- Evercore Wealth Management, LLC
Data Enrichment
89% identified365 identified46 unidentified
Holdings
411 positions
Manager:
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Page 21 of 21
03073E105
Shares:
65(+0.0%)
Value:
$18.1M(+23.8%)
165167735
Shares:
35(+0.0%)
Value:
$3.9M(+11.8%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip03073E105)✕ | 65 | QoQ 0.00% (+0)YoY -56.66% (-85) | All Managers (Combined) | $18.1K | |
Citigroup Inc(Ccusip172967424) | 200 | QoQ 0.00% (+0) | All Managers (Combined) | $14.2K | |
Allstate Corp(ALLcusip020002101) | 68 | All Managers (Combined) | $14.1K | ||
Solventum Corp(SOLVcusip83444M101) | 162 | QoQ 0.00% (+0)YoY NEW(+162) | All Managers (Combined) | $12.3K | YoY NEW(+$12.3K) |
Public Storage(PSAcusip74460D109) | 35 | All Managers (Combined) | $10.5K | QoQ -0.04% (-$5) | |
Intel Corp(INTCcusip458140100) | 400 | All Managers (Combined) | $9.1K | ||
Chegg, Inc(CHGGcusip163092109) | 13.7K | All Managers (Combined) | $8.7K | ||
| 28 | YoY NEW(+28) | All Managers (Combined) | $5.6K | YoY NEW(+$5.6K) | |
| 60 | QoQ 0.00% (-0) | All Managers (Combined) | $5.4K | ||
Target Corp(TGTcusip87612E106) | 50 | All Managers (Combined) | $5.2K | ||
(cusip165167735)✕ | 35 | QoQ 0.00% (+0) | All Managers (Combined) | $3.9K |