Ownership history in Evercore Wealth Management, LLC · 65 quarters on record
This page tracks every 13F SEC filing in which Evercore Wealth Management, LLC reported a position in MASTERCARD INC CL A (MA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 399,179 | -6,348 | -1.6% | 3.34% | $227.9M | $570.02 |
| 2025 Q3 | REDUCED | 405,527 | -6,891 | -1.7% | 3.38% | $230.7M | $567.21 |
| 2025 Q2 | REDUCED | 412,418 | -8,670 | -2.1% | 3.60% | $231.8M | $559.60 |
| 2025 Q1 | REDUCED | 421,088 | -15,807 | -3.6% | 3.71% | $230.8M | $544.97 |
| 2024 Q4 | REDUCED | 436,895 | -1,916 | -0.4% | 3.45% | $230.1M | $522.78 |
| 2024 Q3 | REDUCED | 438,811 | -4,341 | -1.0% | 3.25% | $216.7M | $489.59 |
| 2024 Q2 | REDUCED | 443,152 | -5,511 | -1.2% | 3.08% | $195.5M | $436.75 |
| 2024 Q1 | REDUCED | 448,663 | -1,926 | -0.4% | 3.39% | $216.1M | $476.10 |
| 2023 Q4 | REDUCED | 450,589 | -993 | -0.2% | 3.22% | $192.2M | $421.00 |
| 2023 Q3 | REDUCED | 451,582 | -3,333 | -0.7% | 3.35% | $178.8M | $390.23 |
As of 2025 Q4 — sorted by position size