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Evercore Wealth Management, LLC Historic Quarter Change: Foreign Other Stocks, Reduced

Evercore Wealth Management, LLC historic quarter change: Foreign Other Stocks, Reduced

In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), over 23 quarters from 2013-06-30 to 2026-06-30, Evercore Wealth Management, LLC opened 3 positions, added to 17, reduced 33 and sold out of 6.

  • Q3 2016: Stock TRANSCANADA CORP; Country of operation —; Class COM; Shares before 544.
  • Q1 2016: Stock FMC TECHNOLOGIES INC; Country of operation —; Class COM; Shares before 5,402.
  • Q4 2015: Stock FMC TECHNOLOGIES INC; Country of operation —; Class COM; Shares before 6,466.
  • Q4 2015: Stock COCA COLA ENTERPRISES INC NE; Country of operation —; Class COM; Shares before 11,444.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1482689), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-10); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-09-20); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-02); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-06); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-06); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-11); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2009-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2016TRANSCANADA CORP
CUSIP 89353D107
COM544450-94$25,000$21,000-$4,0002016-11-10
Q1 2016FMC TECHNOLOGIES INC
CUSIP 30249U101
COM5,402161-5,241$157,000$5,000-$152,0002016-05-02
Q4 2015FMC TECHNOLOGIES INC
CUSIP 30249U101
COM6,4665,402-1,064$199,000$157,000-$42,0002016-02-16
Q4 2015COCA COLA ENTERPRISES INC NE
CUSIP 19122T109
COM11,44410,844-600$552,000$534,000-$18,0002016-02-16
Q3 2015CHUBB CORP
CUSIP 171232101
COM12,46011,959-501$1,185,000$1,468,000+$283,0002015-11-16
Q3 2015FMC TECHNOLOGIES INC
CUSIP 30249U101
COM8,7536,466-2,287$360,000$199,000-$161,0002015-11-16
Q3 2015COCA COLA ENTERPRISES INC NE
CUSIP 19122T109
COM12,81411,444-1,370$557,000$552,000-$5,0002015-11-16
Q2 2015CHUBB CORP
CUSIP 171232101
COM14,68112,460-2,221$1,483,000$1,185,000-$298,0002015-08-06
Q2 2015COCA COLA ENTERPRISES INC NE
CUSIP 19122T109
COM15,68412,814-2,870$692,000$557,000-$135,0002015-08-06
Q2 2015CRESCENT PT ENERGY CORP
CUSIP 22576C101
COM369255-114$9,000$5,000-$4,0002015-08-06
Q1 2015COCA COLA ENTERPRISES INC NE
CUSIP 19122T109
COM22,14715,684-6,463$978,000$692,000-$286,0002015-05-06
Q1 2015CHUBB CORP
CUSIP 171232101
COM15,05914,681-378$1,557,000$1,483,000-$74,0002015-05-06
Q4 2014CHUBB CORP
CUSIP 171232101
COM15,79615,059-737$1,436,000$1,557,000+$121,0002015-02-13
Q4 2014FMC TECHNOLOGIES INC
CUSIP 30249U101
COM8,4597,730-729$462,000$362,000-$100,0002015-02-13
Q4 2014COCA COLA ENTERPRISES INC NE
CUSIP 19122T109
COM23,72722,147-1,580$1,053,000$978,000-$75,0002015-02-13
Q4 2014MEDTRONIC INC
CUSIP 585055106
COM27,65824,338-3,320$1,712,000$1,756,000+$44,0002015-02-13
Q4 2014CRESCENT PT ENERGY CORP
CUSIP 22576C101
COM403114-289$14,000$3,000-$11,0002015-02-13
Q3 2014COCA COLA ENTERPRISES INC NE
CUSIP 19122T109
COM27,67523,727-3,948$1,322,000$1,053,000-$269,0002014-11-13
Q3 2014CHUBB CORP
CUSIP 171232101
COM15,81315,796-17$1,458,000$1,436,000-$22,0002014-11-13
Q2 2014MEDTRONIC INC
CUSIP 585055106
COM27,82723,451-4,376$1,714,000$1,495,000-$219,0002014-08-14
Q2 2014SEAGATE TECHNOLOGY PLC
CUSIP G7945M107
SHS3,995193-3,802$224,000$11,000-$213,0002014-08-14
Q2 2014COCA COLA ENTERPRISES INC NE
CUSIP 19122T109
COM29,29127,675-1,616$1,399,000$1,322,000-$77,0002014-08-14
Q2 2014CHUBB CORP
CUSIP 171232101
COM16,09615,813-283$1,438,000$1,458,000+$20,0002014-08-14
Q1 2014CHUBB CORP
CUSIP 171232101
COM17,19616,096-1,100$1,662,000$1,438,000-$224,0002014-05-15
Q1 2014FMC TECHNOLOGIES INC
CUSIP 30249U101
COM7,7985,265-2,533$405,000$277,000-$128,0002014-05-15
Q1 2014SEAGATE TECHNOLOGY PLC
CUSIP G7945M107
SHS5,9093,995-1,914$332,000$224,000-$108,0002014-05-15
Q1 2014MEDTRONIC INC
CUSIP 585055106
COM29,10527,827-1,278$1,669,000$1,714,000+$45,0002014-05-15
Q4 2013SEAGATE TECHNOLOGY PLC
CUSIP G7945M107
SHS6,6225,909-713$290,000$332,000+$42,0002014-02-11
Q4 2013MEDTRONIC INC
CUSIP 585055106
COM31,87429,105-2,769$1,697,000$1,669,000-$28,0002014-02-11
Q4 2013CHUBB CORP
CUSIP 171232101
COM18,41617,196-1,220$1,645,000$1,662,000+$17,0002014-02-11
Q3 2013COCA COLA ENTERPRISES INC NE
CUSIP 19122T109
COM56,00128,810-27,191$1,969,000$1,158,000-$811,0002013-11-13
Q3 2013CHUBB CORP
CUSIP 171232101
COM27,37418,416-8,958$2,319,000$1,645,000-$674,0002013-11-13
Q3 2013MEDTRONIC INC
CUSIP 585055106
COM33,91031,874-2,036$1,745,000$1,697,000-$48,0002013-11-13

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