Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- Latest filing
- Aug 14, 2026
POOL holding history
Pool Corp in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
POOL overviewAll 13F holders of POOLFull Q2 2026 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −139,945−100.0% | Sold out | Holders |
| Q2 2024 | 139,945 | $43.0M | 0.7% | +140.0% | Added | Holders |
| Q1 2024 | 139,931 | $56.5M | 0.9% | +2,776+2.0% | Added | Holders |
| Q4 2023 | 137,155 | $54.7M | 0.9% | +16,696+13.9% | Added | Holders |
| Q3 2023 | 120,459 | $42.9M | 0.8% | +7,015+6.2% | Added | Holders |
| Q2 2023 | 113,444 | $42.5M | 0.8% | +38,585+51.5% | Added | Holders |
| Q1 2023 | 74,859 | $25.6M | 0.5% | +74,859 | New | Holders |