Citigroup shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Citigroup (C) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Citigroup
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Quarterly reported holdings in Citigroup by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $449k | 4.4k | 101.50 |
| 2025-06-30 | $373k | 4.4k | 85.12 |
| 2025-03-31 | $311k | 4.4k | 70.99 |
| 2024-12-31 | $328k | 4.7k | 70.39 |
| 2024-09-30 | $292k | 4.7k | 62.60 |
| 2024-06-30 | $375k | 5.9k | 63.46 |
| 2024-03-31 | $284k | 4.5k | 63.24 |
| 2023-03-31 | $214k | 4.6k | 46.89 |
| 2022-09-30 | $309k | 7.4k | 41.68 |
| 2022-06-30 | $448k | 9.7k | 46.11 |
| 2022-03-31 | $556k | 10k | 53.26 |
| 2021-12-31 | $649k | 11k | 60.45 |
| 2021-09-30 | $758k | 11k | 70.17 |
| 2021-06-30 | $780k | 11k | 70.69 |
| 2021-03-31 | $883k | 12k | 72.69 |
| 2020-12-31 | $730k | 12k | 61.56 |
| 2020-09-30 | $503k | 12k | 43.09 |
| 2020-06-30 | $664k | 13k | 51.11 |
| 2020-03-31 | $1.3M | 30k | 42.27 |
| 2019-12-31 | $2.4M | 30k | 79.85 |
| 2019-09-30 | $2.1M | 30k | 69.21 |
| 2019-06-30 | $2.0M | 29k | 70.05 |
| 2019-03-31 | $2.0M | 33k | 62.23 |
| 2018-12-31 | $1.3M | 24k | 52.11 |
| 2018-09-30 | $1.7M | 24k | 71.75 |
| 2018-06-30 | $1.4M | 21k | 66.91 |
| 2018-03-31 | $545k | 8.1k | 67.50 |
| 2017-12-31 | $613k | 8.2k | 74.43 |
| 2017-09-30 | $586k | 8.0k | 73.04 |
| 2017-06-30 | $533k | 8.0k | 66.85 |
| 2017-03-31 | $466k | 7.8k | 59.83 |
| 2016-12-31 | $412k | 6.9k | 59.60 |
| 2016-09-30 | $291k | 6.1k | 47.37 |
| 2016-06-30 | $114k | 2.7k | 42.11 |
| 2016-03-31 | $114k | 2.7k | 42.11 |
| 2015-12-31 | $170k | 3.3k | 50.88 |
| 2015-09-30 | $107k | 2.2k | 49.12 |
| 2015-06-30 | $91k | 1.6k | 56.14 |
| 2015-03-31 | $189k | 3.7k | 50.88 |
| 2014-12-31 | $117k | 2.2k | 54.39 |
| 2014-09-30 | $113k | 2.2k | 51.85 |
| 2014-06-30 | $119k | 2.7k | 44.44 |
| 2014-03-31 | $167k | 3.5k | 47.86 |
| 2013-12-31 | $221k | 4.3k | 51.49 |
| 2013-09-30 | $136k | 3.1k | 43.48 |
| 2013-06-30 | $7.0k | 147 | 47.62 |
| 2013-03-31 | $7.0k | 147 | 47.62 |
| 2012-09-30 | $224k | 6.4k | 34.78 |
| 2012-03-31 | $298k | 8.5k | 35.00 |
| 2011-12-31 | $178k | 7.1k | 25.00 |
| 2011-09-30 | $278k | 11k | 25.36 |
| 2011-06-30 | $501k | 13k | 39.86 |
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