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Lee Ainslie’s Eversource Energy ES Stock Holding History

Lee Ainslie’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-13,945
Closed -$1.14M – 423
2021
Q3 		$1.14M Buy
+13,945
New +$1.21M 0.01% 269
2021
Q2 		– Sell
-1,370
Closed -$119K – 727
2021
Q1 		$119K Sell
1,370
-3,198
-70% -$271K ﹤0.01% 563
2020
Q4 		$395K Buy
+4,568
New +$407K 0.01% 402

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Lee Ainslie's ES Position: Q4 2021 in Review

Lee Ainslie sold out of Eversource Energy (ES) in Q4 2021, closing a stake of 13,945 shares — an estimated $1.14M sold.

Lee Ainslie first reported a position in ES in Q4 2020 and held it in 3 quarters. The position peaked at $1.14M in Q3 2021. 812 funds tracked by Wall St. Rank hold ES as of Q4 2021.

  • Lee Ainslie reported no remaining Eversource Energy position as of Q4 2021 after selling out during the quarter.
  • Lee Ainslie sold 13,945 Eversource Energy shares in Q4 2021, an estimated $1.14M.
  • Lee Ainslie first reported a position in Eversource Energy in Q4 2020 and held it in 3 quarters.
  • Lee Ainslie's Eversource Energy position peaked at $1.14M in Q3 2021.
  • 812 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2021.

Based on Maverick Capital's 13F filing for Q4 2021, filed 14 Feb 2022.