EVR EVERCORE PARTNERS INC

Ownership history in Sarasin & Partners LLP  ·  36 quarters on record

AI Ownership Summary

Sarasin & Partners LLP reported EVERCORE PARTNERS INC (EVR) in 36 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows EVR at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EVR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sarasin & Partners LLP's position in EVERCORE PARTNERS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EVR was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sarasin & Partners LLP held EVR — position size vs. price
% of Fund (quarterly)    EVR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 25,000 0% 0.09% $7.5M 2026-04-13 $347.86
2025 Q4 UNCHANGED 25,000 0% 0.09% $8.5M 2026-01-08 $364.73
2025 Q3 UNCHANGED 25,000 0% 0.08% $8.5M 2025-10-10 $299.42
2025 Q2 UNCHANGED 25,000 0% 0.07% $6.8M 2025-07-09 $291.11
2025 Q1 UNCHANGED 25,000 0% 0.06% $6.3M 2025-04-09 $187.39
2024 Q4 UNCHANGED 25,000 0% 0.08% $6.9M 2025-01-16 $275.25
2024 Q3 UNCHANGED 25,000 0% 0.06% $6.3M 2024-10-09 $250.68
2024 Q2 UNCHANGED 25,000 0% 0.05% $5.2M 2024-07-19 $235.60
2024 Q1 UNCHANGED 25,000 0% 0.05% $4.8M 2024-04-12 $186.26
2023 Q4 UNCHANGED 25,000 0% 0.05% $4.3M 2024-01-10 $163.26
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sarasin & Partners LLP and EVR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sarasin & Partners LLP reported owning EVR?

Sarasin & Partners LLP reported EVR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EVR position in Sarasin & Partners LLP's portfolio?

The largest reported portfolio weight for EVR was 0.09% in 2026 Q1.

What is the latest reported EVR position on this page?

The most recent filing on this page is 2026 Q1, when Sarasin & Partners LLP reported 25,000 shares, equal to 0.09% of portfolio, with an estimated market value of $7.5M.

What does the chart on this EVR ownership page compare?

The chart compares Sarasin & Partners LLP's quarterly EVR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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