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
CMI
Cummins Inc

Industrials
-150
- 10.84%
$266.63 - $326.4 $40K - $49K
1.23K $399K
AEP
American Electric Power CO Inc

Utilities
-473
- 10.89%
$87.11 - $104.95 $41.2K - $49.6K
3.87K $397K
EEM
Ishares Msci Emerging Markets

ETFs
-1.6K
- 5.77%
$40.42 - $46.7 $64.6K - $74.6K
26.1K $1.2M
GGG
Graco Inc

Industrials
-18
- 0.62%
$77.82 - $87.64 $1.4K - $1.58K
2.89K $252K
D
Dominion Energy, Inc

Utilities
-449
- 8.0%
$48.01 - $58.53 $21.6K - $26.3K
5.16K $298K
VBR
Vanguard Small Cap Value ETF

ETFs
-50
- 2.58%
$179.99 - $201.6 $9K - $10.1K
1.89K $378K
JCI
Johnson Controls International PLC

Industrials
-186
- 5.33%
$65.52 - $77.61 $12.2K - $14.4K
3.3K $256K
DLR
Digital Realty Trust, Inc.

Real Estate
-5
- 0.18%
$144.47 - $162.98 $722 - $815
2.82K $455K
VUG
Vanguard Growth ETF

ETFs
-212
- 1.92%
$341.08 - $391.94 $72.3K - $83.1K
10.8K $4.15M
EMN
Eastman Chemical CO

Basic Materials
-190
- 5.25%
$93.82 - $113.74 $17.8K - $21.6K
3.43K $383K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.41K
- 2.59%
$84.77 - $97.13 $119K - $137K
53K $5.08M
DD
Du Pont De Nemours, Inc.

Basic Materials
-500
- 4.97%
$77.22 - $89.49 $38.6K - $44.7K
9.56K $851K
USB
Us Bancorp \De\

Financial Services
-2.93K
- 9.85%
$39.04 - $47.23 $114K - $138K
26.8K $1.22M
YUM
Yum Brands Inc

Consumer Cyclical
-405
- 2.8%
$125.95 - $139.96 $51K - $56.7K
14.1K $1.96M
XLB
Select Sector Spdr Fd Material

ETFs
-1.36K
- 6.03%
$86.95 - $97.09 $118K - $132K
21.2K $2.04M
IWV
Ishares Russell 3000 ETF

ETFs
-75
- 1.73%
$294.75 - $326.73 $22.1K - $24.5K
4.27K $1.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-73
- 0.72%
$434.77 - $502.96 $31.7K - $36.7K
10.1K $4.95M
KKR
Kkr & Co. Inc.

Financial Services
-90
- 3.33%
$104.51 - $133.23 $9.41K - $12K
2.62K $341K
MKC
Mccormick & CO Inc

Consumer Defensive
-700
- 6.8%
$69.44 - $84.76 $48.6K - $59.3K
9.6K $789K
RNR
Renaissancere Holdings LTD

Financial Services
-165
- 7.38%
$211.47 - $272.21 $34.9K - $44.9K
2.07K $563K
XLY
Select Sector Spdr Consumer Di

ETFs
-830
- 6.43%
$170.05 - $200.86 $141K - $167K
12.1K $2.42M
VEU
Vanguard Ftse All World Ex Us

ETFs
-5.23K
- 5.68%
$56.47 - $63.69 $295K - $333K
86.8K $5.47M
STT
State Street Corp

Financial Services
-625
- 6.65%
$73.37 - $89.31 $45.9K - $55.8K
8.77K $776K
CMCSA
Comcast Corp

Communication Services
-794
- 1.83%
$37.33 - $41.78 $29.6K - $33.2K
42.7K $1.78M
GWW
W.W. Grainger, Inc.

Industrials
-10
- 1.45%
$896.19 - $1044.18 $8.96K - $10.4K
681 $707K
CSR
Centerspace

Real Estate
-665
- 1.4%
$67.04 - $75.5 $44.6K - $50.2K
46.8K $3.3M
XLI
Industrial Sector Spdr

ETFs
-1.28K
- 6.64%
$120.56 - $135.44 $155K - $174K
18K $2.44M
HDV
Ishares Core High Dividend ETF

ETFs
-200
- 1.45%
$107.62 - $118.76 $21.5K - $23.8K
13.6K $1.6M
XLC
Select Sector Spdr Tr Communic

ETFs
-305
- 1.1%
$82.16 - $90.4 $25.1K - $27.6K
27.3K $2.47M
SYY
Sysco Corp

Consumer Defensive
-430
- 1.94%
$69.16 - $78.98 $29.7K - $34K
21.8K $1.7M
ENB
Enbridge Inc

Energy
-202
- 0.81%
$35.27 - $41.18 $7.12K - $8.32K
24.8K $1.01M
SO
Southern CO

Utilities
-400
- 3.09%
$77.0 - $90.52 $30.8K - $36.2K
12.6K $1.13M
VO
Vanguard Mid Cap ETF

ETFs
-875
- 5.28%
$237.84 - $263.83 $208K - $231K
15.7K $4.15M
PAYX
Paychex Inc

Industrials
-93
- 1.01%
$116.17 - $135.19 $10.8K - $12.6K
9.08K $1.22M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.45K
- 3.95%
$79.92 - $88.19 $116K - $128K
35.2K $3.1M
MTD
Mettler Toledo International Inc

Healthcare
-87
- 3.33%
$1308.0 - $1521.03 $114K - $132K
2.52K $3.79M
V
Visa Inc.

Financial Services
-1.27K
- 3.22%
$253.74 - $291.56 $323K - $371K
38.3K $10.5M
AAXJ
Ishares Msci All Country Asia

ETFs
-397
- 1.48%
$68.09 - $79.71 $27K - $31.6K
26.4K $2.07M
IWD
Ishares Russell 1000 Val ETF

ETFs
-278
- 2.16%
$173.36 - $189.8 $48.2K - $52.8K
12.6K $2.39M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-109
- 3.71%
$1015.62 - $1159.62 $111K - $126K
2.83K $3.26M
KO
Coca Cola CO

Consumer Defensive
-18.9K
- 10.1%
$62.69 - $73.01 $1.19M - $1.38M
168K $12.1M
MPLX
Mplx LP

Energy
-728
- 0.65%
$40.44 - $45.07 $29.4K - $32.8K
112K $4.98M
OTIS
Otis Worldwide Corp

Industrials
-240
- 0.87%
$91.43 - $104.43 $21.9K - $25.1K
27.5K $2.86M
GS
Goldman Sachs Group Inc

Financial Services
-60
- 1.13%
$459.02 - $510.25 $27.5K - $30.6K
5.25K $2.6M
DHI
Horton D R Inc

Consumer Cyclical
-100
- 2.14%
$135.21 - $197.06 $13.5K - $19.7K
4.57K $872K
GILD
Gilead Sciences, Inc.

Healthcare
-26
- 0.17%
$66.59 - $83.99 $1.73K - $2.18K
14.9K $1.25M
DUK
Duke Energy Corp

Utilities
-1.45K
- 5.37%
$99.35 - $117.71 $144K - $171K
25.6K $2.95M
PH
Parker Hannifin Corp

Industrials
-186
- 6.33%
$501.01 - $635.92 $93.2K - $118K
2.75K $1.74M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-153
- 0.47%
$64.35 - $75.71 $9.85K - $11.6K
32.3K $2.38M
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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