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
NU
Nu Holdings Ltd.

Financial Services
876
+ 4.15%
$10.12 - $13.95 $8.87K - $12.2K
22K $225K
AMCR
Amcor PLC

Consumer Cyclical
329
+ 2.73%
$9.33 - $10.39 $3.07K - $3.42K
12.4K $120K
SLF
Sun Life Financial Inc

Financial Services
357
+ 5.06%
$54.05 - $59.19 $19.3K - $21.1K
7.42K $424K
ONB
Old National Bancorp

Financial Services
553
+ 4.59%
$20.11 - $24.45 $11.1K - $13.5K
12.6K $267K
UFPI
Ufp Industries Inc

Basic Materials
220
+ 7.18%
$103.91 - $118.67 $22.9K - $26.1K
3.29K $351K
SPG
Simon Property Group Inc

Real Estate
214
+ 4.32%
$159.48 - $187.78 $34.1K - $40.2K
5.17K $858K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
22
+ 0.59%
$91.45 - $91.75 $2.01K - $2.02K
3.77K $346K
FICO
Fair Isaac Corp

Technology
23
+ 8.71%
$1695.35 - $2030.47 $39K - $46.7K
287 $529K
RMBS
Rambus Inc

Technology
234
+ 3.3%
$51.55 - $68.59 $12.1K - $16.1K
7.33K $379K
MSCI
Msci Inc.

Financial Services
35
+ 8.01%
$541.46 - $628.34 $19K - $22K
472 $266K
POWL
Powell Industries Inc

Industrials
312
+ 31.9%
$155.56 - $311.38 $48.5K - $97.2K
1.29K $219K
NRZ
New Residential Investment Corp.

Real Estate
227
+ 1.03%
N/A
22.3K $162K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
2.01K
+ 17.35%
$8.5 - $11.33 $17.1K - $22.8K
13.6K $122K
PEAK
Healthpeak Properties, Inc.

Real Estate
57
+ 0.23%
N/A
25.4K $481K
WMT
Walmart Inc.

Consumer Defensive
1.29K
+ 2.93%
$84.5 - $105.05 $109K - $136K
45.4K $3.98M
YELP
Yelp Inc

Communication Services
290
+ 4.83%
$33.6 - $41.25 $9.74K - $12K
6.3K $233K
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
91.3K
+ 196.42%
N/A
138K $0
Blackrock ETF Trust Ii
26.2K
+ 4.41%
N/A
620K $0
Abrdn Asia Pacific Income Fu
416
+ 0.05%
N/A
837K $0
Celestica Inc
29
+ 0.38%
N/A
7.61K $0
Curbline Pptys Corp
8.96K
New
N/A
8.96K $0
Atlas Energy Solutions Inc
69.2K
+ 7.43%
N/A
1M $0
Doubleline ETF Trust
314K
+ 123.77%
N/A
569K $0
Te Connectivity PLC
449
+ 7.51%
N/A
6.43K $0
Amplify ETF Tr
4.8K
+ 37.46%
N/A
17.6K $0
Core Natural Resources Inc
4.34K
New
N/A
4.34K $0
Arista Networks Inc
496
+ 6.14%
N/A
8.58K $0
Bunge Global Sa
20.9K
+ 63.02%
N/A
54K $0
Annaly Capital Management In
2.58K
+ 24.95%
N/A
12.9K $0
Amplify ETF Tr
235
+ 1.99%
N/A
12K $0
Aegon LTD
16.3K
+ 36.33%
N/A
61.3K $0
Linde PLC
207
+ 5.33%
N/A
4.09K $0
Simplify Exchange Traded Fun
317K
+ 42.73%
N/A
1.06M $0
Sinclair Inc
68
+ 0.65%
N/A
10.5K $0
Siriusxm Holdings Inc
1.77K
+ 5.96%
N/A
31.5K $0
ALCC
Alt C Acquisition Corp.

Financial Services
24.2K
New
N/A
24.2K $0
Liberty Media Corp Del
8
+ 0.25%
N/A
3.19K $0
Ge Vernova Inc
208
+ 11.02%
N/A
2.1K $0
Lam Research Corp
5.13K
+ 63.08%
N/A
13.3K $0
MAC
Macerich CO

Real Estate
2.05K
+ 16.05%
$15.88 - $20.87 $32.6K - $42.8K
14.8K $254K
Jacobs Solutions Inc
24.4K
+ 35.26%
N/A
93.5K $0
Outfront Media Inc
29.6K
New
N/A
29.6K $0
Ishares Bitcoin Trust ETF
228
+ 1.27%
N/A
18.2K $0
Pimco ETF Tr
152K
New
N/A
152K $0
MTH
Meritage Homes Corp

Consumer Cyclical
3.29K
+ 116.95%
$69.41 - $152.01 $228K - $500K
6.11K $432K
Liberty Media Corp Del
66
+ 2.0%
N/A
3.37K $0
Nextracker Inc
1.34K
+ 19.21%
N/A
8.3K $0
ITRI
Itron, Inc.

Technology
127
+ 3.67%
$92.6 - $110.29 $11.8K - $14K
3.59K $375K
Liberty Media Corp Del
184
+ 3.13%
N/A
6.07K $0
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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