Evercore Wealth Management, LLC
Holdings in BX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $203,016,559 | 1,317,092 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $227,854,272 | 1,333,651 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $203,169,726 | 1,358,268 | Shares | Defined | 2025-08-14 |
| 2025-03-31 | $189,845,141 | 1,358,171 | Shares | Sole | 2025-05-15 |
| 2025-03-31 | $1,677,360 | 12,000 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $241,292,134 | 1,399,444 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $225,396,793 | 1,471,931 | Shares | Other | 2024-11-14 |
| 2024-06-30 | $193,397,017 | 1,562,173 | Shares | Other | 2024-08-14 |
| 2024-03-31 | $208,880,400 | 1,590,016 | Shares | Defined | 2024-05-15 |
| 2023-12-31 | $208,401,990 | 1,591,827 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $170,755,874 | 1,593,764 | Shares | Defined | 2023-11-14 |
| 2023-06-30 | $152,667,802 | 1,642,119 | Shares | Other | 2023-08-04 |
| 2023-03-31 | $143,181,746 | 1,630,029 | Shares | Defined | 2023-05-15 |
| 2022-12-31 | $120,483,892 | 1,623,991 | Shares | Other | 2023-02-14 |
| 2022-09-30 | $134,157,791 | 1,602,841 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $143,230,003 | 1,569,988 | Shares | Other | 2022-08-15 |
| 2022-03-31 | $200,438,005 | 1,578,998 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $204,021,245 | 1,576,793 | Shares | Defined | 2022-02-14 |
| 2021-09-30 | $187,643,854 | 1,612,892 | Shares | Defined | 2021-11-15 |
| 2021-06-30 | $162,010,188 | 1,667,801 | Shares | Other | 2021-08-16 |
| 2021-03-31 | $132,652,890 | 1,779,859 | Shares | Defined | 2021-05-17 |
| 2020-12-31 | $114,515,056 | 1,766,935 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $91,156,024 | 1,746,284 | Shares | Other | 2020-11-16 |
| 2020-06-30 | $97,088,723 | 1,713,532 | Shares | Defined | 2020-08-13 |
| 2020-03-31 | $77,869,241 | 1,708,783 | Shares | Defined | 2020-05-14 |