Evergreen Capital Management LLC Purchases in Q1 2025

Evergreen Capital Management LLC

  • $2.75 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NGG
National Grid PLC

Utilities
37
+ 0.89%
$56.13 - $65.61 $2.08K - $2.43K
4.21K $276K
SVC
Service Properties Trust

Real Estate
10.4K
New
$2.38 - $2.99 $24.9K - $31.2K
10.4K $27K
BOX
Box Inc

Technology
1.02K
+ 14.88%
$30.22 - $35.39 $30.7K - $36K
7.84K $242K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
1.84K
+ 24.66%
$30.79 - $38.48 $56.6K - $70.7K
9.29K $296K
SVM
Silvercorp Metals Inc

Basic Materials
1.37K
+ 5.7%
$2.94 - $4.19 $4.04K - $5.76K
25.5K $98K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
1.16K
+ 8.0%
$8.57 - $10.13 $9.9K - $11.7K
15.6K $149K
ODFL
Old Dominion Freight Line, Inc.

Industrials
254
+ 14.75%
$161.13 - $209.29 $40.9K - $53.2K
1.98K $326K
EXLS
Exl Service Holdings, Inc.

Technology
168
+ 3.3%
$44.13 - $51.8 $7.41K - $8.7K
5.26K $248K
GLDG
Gold Mining Inc.

Basic Materials
25K
+ 83.33%
$0.77 - $0.9 $19.3K - $22.5K
55K $46K
TJX
Tjx Companies Inc

Consumer Cyclical
74
+ 0.66%
$112.81 - $126.16 $8.35K - $9.34K
11.2K $1.37M
DLTR
Dollar Tree, Inc.

Consumer Defensive
280
+ 9.4%
$61.92 - $76.95 $17.3K - $21.5K
3.26K $244K
NSIT
Insight Enterprises Inc

Technology
156
+ 8.02%
$149.36 - $174.13 $23.3K - $27.2K
2.1K $315K
DUOL
Duolingo, Inc.

Technology
93
+ 13.56%
$272.49 - $441.39 $25.3K - $41K
779 $241K
CBRE
Cbre Group, Inc.

Real Estate
151
+ 7.7%
$121.79 - $147.13 $18.4K - $22.2K
2.11K $276K
GNL
Global Net Lease, Inc.

Real Estate
306
+ 1.44%
$6.91 - $8.26 $2.11K - $2.53K
21.6K $173K
CTSH
Cognizant Technology Solutions Corp

Technology
266
+ 4.23%
$75.32 - $90.7 $20K - $24.1K
6.55K $501K
CNA
Cna Financial Corp

Financial Services
121
+ 2.67%
$45.86 - $51.0 $5.55K - $6.17K
4.66K $236K
GGG
Graco Inc

Industrials
252
+ 5.24%
$80.53 - $87.54 $20.3K - $22.1K
5.06K $422K
STLD
Steel Dynamics Inc

Basic Materials
174
+ 9.53%
N/A
2K $196K
JBL
Jabil Inc

Technology
213
+ 13.65%
$130.51 - $173.33 $27.8K - $36.9K
1.77K $241K
BCE
Bce Inc

Communication Services
860
+ 8.73%
$22.14 - $25.18 $19K - $21.7K
10.7K $245K
RWR
Spdr Dow Jones Reit ETF

ETFs
56
+ 0.13%
$95.15 - $104.06 $5.33K - $5.83K
43.9K $4.35M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
3.02K
+ 33.57%
$28.45 - $41.08 $85.9K - $124K
12K $364K
DT
Dynatrace, Inc.

Technology
1.21K
+ 21.6%
$47.15 - $62.42 $56.8K - $75.2K
6.78K $319K
KNSL
Kinsale Capital Group, Inc.

Financial Services
12
+ 2.64%
$416.48 - $494.72 $5K - $5.94K
466 $226K
FISV
Fiserv Inc

Technology
117
+ 2.09%
N/A
5.71K $714K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
65
+ 0.34%
$27.01 - $28.54 $1.76K - $1.86K
19K $532K
ANSS
Ansys Inc

Technology
123
+ 10.33%
$316.56 - $360.36 $38.9K - $44.3K
1.31K $415K
MS
Morgan Stanley

Financial Services
535
+ 9.85%
$111.68 - $141.08 $59.7K - $75.5K
5.96K $695K
TGB
Taseko Mines LTD

Basic Materials
714
+ 1.86%
$1.83 - $2.52 $1.31K - $1.8K
39K $87K
MET
Metlife Inc

Financial Services
356
+ 3.51%
$77.7 - $87.0 $27.7K - $31K
10.5K $844K
CCS
Century Communities, Inc.

Consumer Cyclical
448
+ 15.17%
$66.87 - $78.83 $30K - $35.3K
3.4K $228K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
509
+ 5.65%
$33.28 - $36.41 $16.9K - $18.5K
9.52K $325K
ELS
Equity Lifestyle Properties Inc

Real Estate
168
+ 5.03%
$64.36 - $69.32 $10.8K - $11.6K
3.51K $234K
PSO
Pearson PLC

Communication Services
816
+ 4.32%
$15.45 - $17.75 $12.6K - $14.5K
19.7K $315K
HOMB
Home Bancshares Inc

Financial Services
341
+ 4.81%
$27.23 - $31.23 $9.29K - $10.6K
7.43K $210K
BXP
Boston Properties Inc

Real Estate
534
+ 14.77%
$63.97 - $74.91 $34.2K - $40K
4.15K $278K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
314
+ 8.38%
$92.51 - $102.81 $29K - $32.3K
4.06K $375K
RPM
Rpm International Inc

Basic Materials
230
+ 9.91%
$114.03 - $128.31 $26.2K - $29.5K
2.55K $295K
LOGI
Logitech International S.A.

Technology
27
+ 0.75%
$81.64 - $105.06 $2.2K - $2.84K
3.61K $304K
MSTR
Microstrategy Inc

Technology
46
+ 2.4%
$239.27 - $396.5 $11K - $18.2K
1.97K $566K
PEG
Public Service Enterprise Group Inc

Utilities
208
+ 6.63%
$78.2 - $90.39 $16.3K - $18.8K
3.35K $275K
AXON
Axon Enterprise, Inc.

Industrials
60
+ 17.75%
$496.65 - $710.01 $29.8K - $42.6K
398 $209K
FLO
Flowers Foods Inc

Consumer Defensive
1.34K
+ 12.15%
$18.05 - $20.78 $24.2K - $27.8K
12.4K $235K
RJF
Raymond James Financial Inc

Financial Services
217
+ 16.18%
$137.62 - $172.64 $29.9K - $37.5K
1.56K $216K
VFH
Vanguard Financial ETF

ETFs
5
+ 0.1%
$114.07 - $127.34 $570 - $637
5.09K $608K
OZK
Bank Ozk

Financial Services
310
+ 6.29%
$41.71 - $53.1 $12.9K - $16.5K
5.24K $227K
HTBK
Heritage Commerce Corp

Financial Services
282
+ 0.96%
$8.75 - $10.75 $2.47K - $3.03K
29.6K $282K
GATX
Gatx Corp

Industrials
42
+ 3.2%
$149.94 - $167.38 $6.3K - $7.03K
1.35K $210K
Activity Summary
Buys All Purchases 650 New Holdings 131 Increased Positions 519 Sells All Sells 355 Reductions 355 Sold out 0 Options Calls 3 Puts 3
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