SS&C TECHNOLOGIES HLDGS INC

Ticker: SSNC CUSIP: 78467J100 Class: COM

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,410 Value ($000) $386 Avg Close $85.27 Range $79.07 - $89.93
Q3 2025
Shares 4,410 Value ($000) $391 Avg Close $86.55 Range $81.50 - $91.07
Q2 2025
Shares 4,410 Value ($000) $365 Avg Close $78.61 Range $69.61 - $83.68
Q1 2025
Shares 4,460 Value ($000) $373 Avg Close $82.77 Range $74.30 - $89.73
Q4 2024
Shares 4,460 Value ($000) $338 Avg Close $74.81 Range $66.83 - $77.69
Q3 2024
Shares 4,460 Value ($000) $331 Avg Close $70.90 Range $61.13 - $76.94
Q2 2024
Shares 4,460 Value ($000) $280 Avg Close $62.05 Range $59.63 - $64.53
Q1 2024
Shares 4,460 Value ($000) $287 Avg Close $62.10 Range $58.79 - $65.86
Q4 2023
Shares 4,480 Value ($000) $274 Avg Close $54.63 Range $46.61 - $61.59
Q3 2023
Shares 7,370 Value ($000) $387 Avg Close $57.16 Range $52.19 - $63.25
Q2 2023
Shares 507,285 Value ($000) $30,741 Avg Close $56.86 Range $53.73 - $60.99
Q1 2023
Shares 601,053 Value ($000) $33,941 Avg Close $57.65 Range $51.75 - $64.52
Q4 2022
Shares 690,700 Value ($000) $35,958 Avg Close $50.68 Range $45.25 - $54.84
Q3 2022
Shares 880,723 Value ($000) $42,055 Avg Close $57.58 Range $47.57 - $63.29
Q2 2022
Shares 1,122,022 Value ($000) $65,156 Avg Close $64.30 Range $54.59 - $75.87
Q1 2022
Shares 1,146,527 Value ($000) $86,012 Avg Close $78.17 Range $71.12 - $84.85