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Lighthouse Investment Partners’s Evercore EVR Stock Holding History

Lighthouse Investment Partners’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
2026
Q1 		– Sell
-9,788
Closed -$3.33M – 817
2025
Q4 		$3.33M Sell
9,788
-13,176
-57% -$4.24M 0.1% 255
2025
Q3 		$7.75M Buy
22,964
+2,034
+10% +$637K 0.23% 124
2025
Q2 		$5.65M Buy
+20,930
New +$4.6M 0.21% 144
2025
Q1 		– Sell
-26,176
Closed -$7.26M – 531
2024
Q4 		$7.26M Buy
+26,176
New +$7.41M 0.24% 129

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lighthouse Investment Partners's EVR Position: Q1 2026 in Review

Lighthouse Investment Partners sold out of Evercore (EVR) in Q1 2026, closing a stake of 9,788 shares — an estimated $3.33M sold.

Lighthouse Investment Partners first reported a position in EVR in Q4 2024 and held it in 4 quarters. The position peaked at $7.75M in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Lighthouse Investment Partners reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Lighthouse Investment Partners sold 9,788 Evercore shares in Q1 2026, an estimated $3.33M.
  • Lighthouse Investment Partners first reported a position in Evercore in Q4 2024 and held it in 4 quarters.
  • Lighthouse Investment Partners's Evercore position peaked at $7.75M in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.