Number of Shares
1.36 Mil
Current Holdings Value*
$189.85 Mil
% of Portfolio
3.05%
Total Estimate Gain
$203.57 Mil
% of Total Estimate Gain
132.92%

Evercore Wealth Management, LLC's Blackstone Inc Holding Summary

As of 2025-03-31, Evercore Wealth Management, LLC held 1.36 Mil shares of Blackstone Inc(BX), totaling $189.85 Mil. This investment constitutes 3.05% of their stock portfolio, and Evercore Wealth Management, LLC now holds 0.18% of the outstanding Blackstone Inc(BX) stock.

The initial trade took place in 2014Q1. And since then Evercore Wealth Management, LLC has made 21 purchases of BX, at an average price of $42.12, for a total of 3.64 Mil shares. In addition, there have been 15 sales at an average price of $59.21 for 2.28 Mil shares. Based on historical transaction data and BX's current price of $163.36, Evercore Wealth Management, LLC's estimated gain on his BX holdings is $203.57 Mil, reflecting a 132.92% gain to date.

Evercore Wealth Management, LLC BX ($163.36) Holding Chart

Evercore Wealth Management, LLC BX ($163.36) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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