Evercore Wealth Management, LLC
Holdings in MS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $215,983,351 | 1,216,602 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $197,767,221 | 1,244,132 | Shares | Other | 2025-11-14 |
| 2025-06-30 | $177,757,149 | 1,261,942 | Shares | Other | 2025-08-14 |
| 2025-03-31 | $144,903,906 | 1,241,998 | Shares | Other | 2025-05-15 |
| 2024-12-31 | $160,220,332 | 1,274,422 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $133,717,611 | 1,282,786 | Shares | Other | 2024-11-14 |
| 2024-06-30 | $125,586,778 | 1,292,178 | Shares | Other | 2024-08-14 |
| 2024-03-31 | $122,272,880 | 1,298,565 | Shares | Defined | 2024-05-15 |
| 2023-12-31 | $118,856,915 | 1,274,605 | Shares | Other | 2024-02-14 |
| 2023-09-30 | $100,110,513 | 1,225,793 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $110,553,288 | 1,294,535 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $112,995,175 | 1,286,961 | Shares | Other | 2023-05-15 |
| 2022-12-31 | $109,448,285 | 1,287,324 | Shares | Defined | 2023-02-14 |
| 2022-09-30 | $100,920,420 | 1,277,312 | Shares | Other | 2022-11-14 |
| 2022-06-30 | $96,197,644 | 1,264,760 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $112,519,196 | 1,287,405 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $126,049,414 | 1,284,122 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $123,738,129 | 1,271,587 | Shares | Defined | 2021-11-15 |
| 2021-06-30 | $118,070,587 | 1,287,715 | Shares | Defined | 2021-08-16 |
| 2021-03-31 | $100,321,341 | 1,291,802 | Shares | Defined | 2021-05-17 |
| 2020-12-31 | $88,034,665 | 1,284,615 | Shares | Defined | 2021-02-16 |
| 2020-09-30 | $61,567,391 | 1,273,369 | Shares | Defined | 2020-11-16 |
| 2020-06-30 | $60,278,254 | 1,247,997 | Shares | Defined | 2020-08-13 |
| 2020-03-31 | $41,191,408 | 1,211,512 | Shares | Defined | 2020-05-14 |