Evercore Wealth Management, LLC
Holdings in CDW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $62,317,492 | 457,544 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $79,821,737 | 501,141 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $89,558,240 | 501,474 | Shares | Other | 2025-08-14 |
| 2025-03-31 | $81,702,310 | 509,811 | Shares | Other | 2025-05-15 |
| 2024-12-31 | $91,208,446 | 524,066 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $121,323,276 | 536,117 | Shares | Other | 2024-11-14 |
| 2024-06-30 | $120,966,493 | 540,415 | Shares | Other | 2024-08-14 |
| 2024-03-31 | $138,467,269 | 541,353 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $122,186,545 | 537,509 | Shares | Other | 2024-02-14 |
| 2023-09-30 | $108,038,040 | 535,478 | Shares | Defined | 2023-11-14 |
| 2023-06-30 | $98,516,011 | 536,872 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $104,624,746 | 536,840 | Shares | Other | 2023-05-15 |
| 2022-12-31 | $97,587,361 | 546,463 | Shares | Defined | 2023-02-14 |
| 2022-09-30 | $84,427,104 | 540,922 | Shares | Other | 2022-11-14 |
| 2022-06-30 | $84,029,583 | 533,318 | Shares | Defined | 2022-08-15 |
| 2022-03-31 | $94,689,338 | 529,316 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $104,934,390 | 512,425 | Shares | Defined | 2022-02-14 |
| 2021-09-30 | $92,498,558 | 508,178 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $89,342,032 | 511,549 | Shares | Defined | 2021-08-16 |
| 2021-03-31 | $83,515,291 | 503,863 | Shares | Defined | 2021-05-17 |
| 2020-12-31 | $64,278,725 | 487,736 | Shares | Defined | 2021-02-16 |
| 2020-09-30 | $56,151,010 | 469,765 | Shares | Other | 2020-11-16 |
| 2020-06-30 | $45,909,224 | 395,156 | Shares | Defined | 2020-08-13 |
| 2020-03-31 | $28,717,926 | 307,901 | Shares | Defined | 2020-05-14 |