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  Name: EVERCORE WEALTH MANAGEMENT, LLC
  City: NEW YORK
  State: NY
  Zip: 10055
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $5,964,094,000
  Total Value Change : $622,497,000
  Securities Held Change : 26
   
All Securities Held : 433
  New Positions : 32
  Closed Positions : 12
  Increased Positions : 149
  Unchanged Positions : 91
  Decreased Positions : 161

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Holdings Found : 12     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (T)1 Year Chart         T AT&T Corp 434 Closed $17.02 $0 0 0% -177,000 -11,758 0    Long Distance Carriers
   (YUMC)1 Year Chart         YUMC Yum China Holdings, Inc. 440 Closed $40.04 $0 0 0% -283,000 -5,071 0    N/A
   (AG)1 Year Chart         AG First Majestic Silver Corp 433 Closed $6.85 $0 0 0% -115,000 -22,500 0    Silver
   (SEDG)1 Year Chart         SEDG Solaredge Technologies Inc 439 Closed $60.01 $0 0 0% -293,000 -2,261 0    N/A
   (VMW)1 Year Chart         VMW VMware, Inc. 432 Closed $142.48 $0 0 0% -2,143,000 -12,870 0    Technical & System So...
   (CWB)1 Year Chart         CWB SPDR Barclays Capital Conve... 438 Closed $70.93 $0 0 0% -351,000 -5,177 0    N/A
   (MKL)1 Year Chart         MKL Markel Corp 431 Closed $1,449.34 $0 0 0% -202,000 -137 0    Property & Casualty I...
   (NIR)1 Year Chart         NIR Near Intelligence Ord Shs 437 Closed $0.00 $0 0 0% -7,000 -26,532 0    N/A
   (PTHR)1 Year Chart         PTHR Pono Capital Three, Inc. 430 Closed $5.72 $0 0 0% -211,000 -19,960 0    N/A
   (PHEC)1 Year Chart         PHEC Phillips Edison & Company, Inc 436 Closed $36.00 $0 0 0% -402,000 -12,000 0    N/A
   (LCID)1 Year Chart         LCID Lucid Group, Inc. 435 Closed $2.50 $0 0 0% -311,000 -55,639 0    N/A
   (VTYX)1 Year Chart         VTYX Ventyx Biosciences, Inc. 441 Closed $3.84 $0 0 0% -277,000 -7,989 0    N/A

      12 Records Found
  1    
Page 1 of 1
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