A detailed history of Evergreen Wealth Management, LLC transactions in Diamond Hill Investment Group Inc stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 26,454 shares of DHIL stock, worth $4.48 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares
26,454
Previous 16,316 62.14%
Holding current value
$4.48 Million
Previous $2.3 Billion 86.16%
% of portfolio
2.57%
Previous 1.52%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$139.35 - $163.24 $1.41 Million - $1.65 Million
10,138 Added 62.14%
26,454 $4.28 Billion
Q4 2023

Feb 06, 2024

BUY
$147.81 - $171.99 $47,594 - $55,380
322 Added 2.01%
16,316 $2.7 Billion
Q3 2023

Nov 14, 2023

BUY
$161.4 - $187.24 $40,350 - $46,810
250 Added 1.59%
15,994 $2.7 Billion
Q2 2023

Aug 03, 2023

BUY
$156.32 - $178.18 $401,742 - $457,922
2,570 Added 19.51%
15,744 $2.7 Billion
Q1 2023

Apr 25, 2023

BUY
$158.38 - $191.47 $299,496 - $362,069
1,891 Added 16.76%
13,174 $2.17 Billion
Q4 2022

Feb 14, 2023

BUY
$161.51 - $195.99 $1.82 Million - $2.21 Million
11,283 New
11,283 $2.09 Billion

Others Institutions Holding DHIL

About DIAMOND HILL INVESTMENT GROUP INC


  • Ticker DHIL
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 3,015,860
  • Market Cap $511M
  • Description
  • Diamond Hill Investment Group, Inc., through its subsidiary, Diamond Hill Capital Management, Inc., provides investment advisory and fund administration services in the United States. It sponsors, distributes, and offers investment advisory and related services to its clients through pooled investment vehicles, including the Diamond Hill Funds, ...
More about DHIL
Track This Portfolio

Track Evergreen Wealth Management, LLC Portfolio

Follow Evergreen Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Management, LLC with notifications on news.