- New Purchases: ORGN, MPLX, BKCC, VHT, PXQ, SOFI, SOFI, XERS, ANET, PCRX, KKR, AMD, VMC, RNR, JW.A, IFF, GTY, EIX, EMN, WOLF,
- Added Positions: DLN, MCD, TJX, BBY, IVV, STZ, AMT, TXN, BLDR, WMB, BRK.A, JPM, EFA, DIS, PEP, DTD, GLW, VEA, BA, EEM, XLV, AGZ, GLDM, IEF, IJH, IJR, IWV, LQD, VT, AGG, IMXI, GM, GBDC, AMTX, TGT, SLB, STL, NVDA, MDT, MDLZ, CL, KO, CSCO, ADSK,
- Reduced Positions: FIS, NET, BX, AAPL, MSFT, FDX, CBRE, GOOG, AZO, GLD, SPY, CVX, IDXX, CHGG, VWO, XLI, AMGN, BAC, BIIB, BWA, BMY, CHKP, DHR, DPZ, LLY, EMR, XOM, NEE, GE, ILMN, LOW, ORLY, WRK, SBUX, SYK, SYY, VZ, CHTR, TSLA, FB, PYPL, IAU, VEU, MMM, AES, T, AFL, ALL, MO, AXP, APH, ADI, AN, BAX, BDX, CF, CNI, CAT, SCHW, CI, CMCSA, ED, DRI, DE, D, DD, DUK, ETN, EPD, GIS, GILD, HON, IBM, ITW, INTU, MKC, ORCL, PNC, PFE, PXD, QCOM, RJF, REGN, SON, STT, USB, UNP, VRTX, GWW, ANTM, WFC, WEX, XEL, ZBRA, UTF, BR, TMUS, BIP, V, PM, PSX, ABBV, ZTS, TWTR, CDK, KHC, YUMC, DOW, CTVA, BILL, CARR, OTIS, AAXJ, IGSB, IEI, IEMG, IJJ, IJK, IVE, IWM, IWR, KRBN, PRF, SCHG, SLV, VB, VCIT, VNQ, VTV, XLB, XLK, XLY,
- Sold Out: XLRN, MET, NUE, APO, FTV, UBER, PLTR, SCHX, KR, NUAN, LUV, URI, GEVO, SQ, KD, SHAG,
For the details of Evercore Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/evercore+wealth+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Evercore Wealth Management, LLC- Apple Inc (AAPL) - 2,090,042 shares, 6.04% of the total portfolio. Shares reduced by 1.08%
- Microsoft Corp (MSFT) - 979,957 shares, 5.36% of the total portfolio. Shares reduced by 1.15%
- Thermo Fisher Scientific Inc (TMO) - 328,463 shares, 3.56% of the total portfolio. Shares reduced by 0.76%
- Blackstone Inc (BX) - 1,576,793 shares, 3.32% of the total portfolio. Shares reduced by 2.24%
- Amazon.com Inc (AMZN) - 60,114 shares, 3.26% of the total portfolio. Shares reduced by 0.2%
Evercore Wealth Management, LLC initiated holding in Origin Materials Inc. The purchase prices were between $5.76 and $7.63, with an estimated average price of $6.6. The stock is now traded at around $5.510000. The impact to a portfolio due to this purchase was 0.02%. The holding were 163,242 shares as of 2021-12-31.
New Purchase: MPLX LP (MPLX)Evercore Wealth Management, LLC initiated holding in MPLX LP. The purchase prices were between $28.09 and $31.96, with an estimated average price of $29.99. The stock is now traded at around $32.600000. The impact to a portfolio due to this purchase was 0.01%. The holding were 30,000 shares as of 2021-12-31.
New Purchase: SoFi Technologies Inc (SOFI)Evercore Wealth Management, LLC initiated holding in SoFi Technologies Inc. The purchase prices were between $14.27 and $23.29, with an estimated average price of $18.33. The stock is now traded at around $12.180000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 10,849 shares as of 2021-12-31.
New Purchase: Invesco Dynamic Networking ETF (PXQ)Evercore Wealth Management, LLC initiated holding in Invesco Dynamic Networking ETF. The purchase prices were between $90.12 and $105.53, with an estimated average price of $98.75. The stock is now traded at around $88.190000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 2,000 shares as of 2021-12-31.
New Purchase: Vulcan Materials Co (VMC)Evercore Wealth Management, LLC initiated holding in Vulcan Materials Co. The purchase prices were between $169.28 and $208.97, with an estimated average price of $194.33. The stock is now traded at around $187.610000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 1,000 shares as of 2021-12-31.
New Purchase: Wolfspeed Inc (WOLF)Evercore Wealth Management, LLC initiated holding in Wolfspeed Inc. The purchase prices were between $80.07 and $141.87, with an estimated average price of $112.22. The stock is now traded at around $100.050000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 2,019 shares as of 2021-12-31.
Added: WisdomTree U.S. LargeCap Dividend Fund (DLN)Evercore Wealth Management, LLC added to a holding in WisdomTree U.S. LargeCap Dividend Fund by 92.71%. The purchase prices were between $59.44 and $66.09, with an estimated average price of $63. The stock is now traded at around $63.990000. The impact to a portfolio due to this purchase was 0.44%. The holding were 861,182 shares as of 2021-12-31.
Added: WisdomTree U.S. Total Dividend Fund (DTD)Evercore Wealth Management, LLC added to a holding in WisdomTree U.S. Total Dividend Fund by 100.00%. The purchase prices were between $58.6 and $64.72, with an estimated average price of $61.96. The stock is now traded at around $62.980000. The impact to a portfolio due to this purchase was 0.01%. The holding were 18,900 shares as of 2021-12-31.
Added: Boeing Co (BA)Evercore Wealth Management, LLC added to a holding in Boeing Co by 20.11%. The purchase prices were between $188.19 and $233.09, with an estimated average price of $210.93. The stock is now traded at around $213.580000. The impact to a portfolio due to this purchase was 0.01%. The holding were 12,974 shares as of 2021-12-31.
Added: Corning Inc (GLW)Evercore Wealth Management, LLC added to a holding in Corning Inc by 52.46%. The purchase prices were between $35.39 and $39.43, with an estimated average price of $37.47. The stock is now traded at around $41.340000. The impact to a portfolio due to this purchase was 0.01%. The holding were 29,658 shares as of 2021-12-31.
Added: International Money Express Inc (IMXI)Evercore Wealth Management, LLC added to a holding in International Money Express Inc by 42.31%. The purchase prices were between $14.83 and $17.01, with an estimated average price of $16.19. The stock is now traded at around $15.970000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 37,419 shares as of 2021-12-31.
Added: Aemetis Inc (AMTX)Evercore Wealth Management, LLC added to a holding in Aemetis Inc by 40.00%. The purchase prices were between $12.06 and $22.44, with an estimated average price of $17.57. The stock is now traded at around $10.390000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 70,000 shares as of 2021-12-31.
Sold Out: (XLRN)Evercore Wealth Management, LLC sold out a holding in . The sale prices were between $172.08 and $179.68, with an estimated average price of $174.41.
Sold Out: Uber Technologies Inc (UBER)Evercore Wealth Management, LLC sold out a holding in Uber Technologies Inc. The sale prices were between $35.73 and $48.36, with an estimated average price of $43.04.
Sold Out: Apollo Global Management Inc (APO)Evercore Wealth Management, LLC sold out a holding in Apollo Global Management Inc. The sale prices were between $58.79 and $79.96, with an estimated average price of $72.36.
Sold Out: MetLife Inc (MET)Evercore Wealth Management, LLC sold out a holding in MetLife Inc. The sale prices were between $57.11 and $66.6, with an estimated average price of $62.75.
Sold Out: Nucor Corp (NUE)Evercore Wealth Management, LLC sold out a holding in Nucor Corp. The sale prices were between $95.99 and $119.67, with an estimated average price of $109.69.
Sold Out: Fortive Corp (FTV)Evercore Wealth Management, LLC sold out a holding in Fortive Corp. The sale prices were between $69.95 and $79.13, with an estimated average price of $75.09.
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