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Lee Ainslie’s Evercore EVR Stock Holding History

Lee Ainslie’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-169,745
Closed -$45.8M – 251
2025
Q2 		$45.8M Buy
+169,745
New +$37.3M 0.69% 40
2024
Q2 		– Sell
-79,903
Closed -$15.4M – 339
2024
Q1 		$15.4M Buy
+79,903
New +$14.5M 0.29% 57
2021
Q2 		– Sell
-734
Closed -$97K – 732
2021
Q1 		$97K Buy
+734
New +$89.6K ﹤0.01% 590
2018
Q3 		– Sell
-90,290
Closed -$9.52M – 254
2018
Q2 		$9.52M Buy
+90,290
New +$9.31M 0.11% 87

Other funds holding EVR

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lee Ainslie's EVR Position: Q3 2025 in Review

Lee Ainslie sold out of Evercore (EVR) in Q3 2025, closing a stake of 169,745 shares — an estimated $45.8M sold.

Lee Ainslie first reported a position in EVR in Q2 2018 and held it in 4 quarters. The position peaked at $45.8M in Q2 2025. 628 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Lee Ainslie reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • Lee Ainslie sold 169,745 Evercore shares in Q3 2025, an estimated $45.8M.
  • Lee Ainslie first reported a position in Evercore in Q2 2018 and held it in 4 quarters.
  • Lee Ainslie's Evercore position peaked at $45.8M in Q2 2025.
  • 628 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Maverick Capital's 13F filing for Q3 2025, filed 14 Nov 2025.