State Street Corporation shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of State Street Corporation (STT) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in State Street Corporation
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All positions including State Street Corporation held by Evercore Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in State Street Corporation by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $411k | 3.5k | 116.01 |
| 2025-06-30 | $377k | 3.5k | 106.34 |
| 2025-03-31 | $405k | 4.5k | 89.53 |
| 2024-12-31 | $468k | 4.8k | 98.15 |
| 2024-09-30 | $776k | 8.8k | 88.47 |
| 2024-06-30 | $695k | 9.4k | 74.00 |
| 2024-03-31 | $726k | 9.4k | 77.32 |
| 2023-09-30 | $644k | 9.6k | 66.96 |
| 2023-06-30 | $630k | 8.6k | 73.18 |
| 2023-03-31 | $800k | 11k | 75.69 |
| 2022-12-31 | $820k | 11k | 77.57 |
| 2022-09-30 | $642k | 11k | 60.77 |
| 2022-06-30 | $651k | 11k | 61.62 |
| 2022-03-31 | $988k | 11k | 87.13 |
| 2021-12-31 | $1.1M | 11k | 93.01 |
| 2021-09-30 | $1.0M | 12k | 84.70 |
| 2021-06-30 | $995k | 12k | 82.30 |
| 2021-03-31 | $1.0M | 12k | 84.03 |
| 2020-12-31 | $881k | 12k | 72.77 |
| 2020-09-30 | $718k | 12k | 59.29 |
| 2020-06-30 | $835k | 13k | 63.55 |
| 2020-03-31 | $1.0M | 19k | 53.68 |
| 2019-12-31 | $1.5M | 19k | 78.95 |
| 2019-09-30 | $1.2M | 20k | 58.95 |
| 2019-06-30 | $1.3M | 23k | 55.79 |
| 2019-03-31 | $1.6M | 24k | 66.32 |
| 2018-12-31 | $1.5M | 24k | 63.08 |
| 2018-09-30 | $2.0M | 24k | 83.80 |
| 2018-06-30 | $2.4M | 26k | 93.08 |
| 2018-03-31 | $2.7M | 28k | 100.00 |
| 2017-12-31 | $2.7M | 28k | 97.20 |
| 2017-09-30 | $2.6M | 28k | 95.52 |
| 2017-06-30 | $2.5M | 28k | 89.72 |
| 2017-03-31 | $2.2M | 28k | 80.00 |
| 2016-12-31 | $2.5M | 32k | 78.10 |
| 2016-09-30 | $2.2M | 32k | 69.57 |
| 2016-06-30 | $1.7M | 32k | 53.91 |
| 2016-03-31 | $2.0M | 35k | 58.51 |
| 2015-12-31 | $2.4M | 36k | 66.09 |
| 2015-09-30 | $2.6M | 38k | 67.23 |
| 2015-06-30 | $2.9M | 38k | 76.52 |
| 2015-03-31 | $3.0M | 40k | 73.53 |
| 2014-12-31 | $3.1M | 40k | 78.50 |
| 2014-09-30 | $3.1M | 42k | 73.63 |
| 2014-06-30 | $3.2M | 47k | 67.26 |
| 2014-03-31 | $4.1M | 58k | 69.57 |
| 2013-12-31 | $7.0M | 96k | 73.40 |
| 2013-09-30 | $6.6M | 100k | 65.76 |
| 2013-06-30 | $6.6M | 101k | 65.22 |
| 2013-03-31 | $5.8M | 99k | 59.09 |
| 2012-09-30 | $106k | 2.5k | 42.15 |
| 2012-03-31 | $114k | 2.6k | 44.06 |
| 2011-12-31 | $135k | 3.4k | 40.23 |
| 2011-09-30 | $97k | 3.5k | 27.78 |
| 2011-06-30 | $146k | 3.5k | 41.67 |
| 2011-03-31 | $154k | 3.4k | 45.02 |
| 2010-12-31 | $190k | 4.1k | 46.22 |
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