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
STX
Seagate Technology Holdings PLC

Technology
58
+ 1.33%
$84.92 - $108.42 $4.93K - $6.29K
4.42K $375K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
125
+ 1.17%
$20.7 - $21.15 $2.59K - $2.64K
10.8K $223K
ENSG
Ensign Group, Inc

Healthcare
67
+ 1.98%
$125.4 - $148.86 $8.4K - $9.97K
3.45K $446K
UWMC
Uwm Holdings Corp

Financial Services
693
+ 4.5%
$5.43 - $6.63 $3.76K - $4.59K
16.1K $87K
NMRK
Newmark Group, Inc.

Real Estate
315
+ 3.0%
$11.84 - $14.69 $3.73K - $4.63K
10.8K $131K
NMIH
Nmi Holdings, Inc.

Financial Services
209
+ 1.37%
$34.46 - $39.13 $7.2K - $8.18K
15.5K $558K
SM
Sm Energy CO

Energy
1.59K
+ 27.07%
$27.15 - $44.69 $43.1K - $71K
7.45K $223K
UVSP
Univest Financial Corp

Financial Services
176
+ 2.25%
$27.52 - $31.63 $4.84K - $5.57K
8K $226K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
187
+ 6.07%
$119.87 - $145.05 $22.4K - $27.1K
3.27K $409K
VOE
Vanguard Mid Cap Value Index F

ETFs
2
+ 0.06%
$156.61 - $168.02 $313 - $336
3.63K $581K
HMC
Honda Motor CO LTD

Consumer Cyclical
507
+ 3.94%
$26.9 - $30.41 $13.6K - $15.4K
13.4K $362K
PVH
Pvh Corp.

Consumer Cyclical
1.2K
+ 59.22%
$63.81 - $107.78 $76.6K - $129K
3.23K $208K
HCC
Warrior Met Coal, Inc.

Basic Materials
414
+ 10.59%
$46.21 - $57.16 $19.1K - $23.7K
4.33K $206K
RNR
Renaissancere Holdings LTD

Financial Services
21
+ 1.72%
$226.55 - $263.22 $4.76K - $5.53K
1.24K $297K
CVAC
Cure Vac N.V.

Healthcare
1.18K
+ 8.37%
$2.77 - $4.68 $3.28K - $5.54K
15.3K $42K
BMO
Bank Of Montreal

Financial Services
35
+ 0.6%
$94.92 - $104.14 $3.32K - $3.64K
5.87K $560K
DTM
Dt Midstream, Inc.

Energy
26
+ 0.82%
$86.95 - $113.75 $2.26K - $2.96K
3.21K $309K
ROST
Ross Stores, Inc.

Consumer Cyclical
239
+ 15.17%
$123.3 - $154.95 $29.5K - $37K
1.81K $231K
ABM
Abm Industries Inc

Industrials
179
+ 4.06%
$45.51 - $54.64 $8.15K - $9.78K
4.59K $217K
VMC
Vulcan Materials CO

Basic Materials
51
+ 6.09%
$220.9 - $277.54 $11.3K - $14.2K
888 $207K
SYF
Synchrony Financial

Financial Services
690
+ 18.2%
$51.9 - $70.63 $35.8K - $48.7K
4.48K $237K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
95
+ 7.12%
$218.17 - $305.86 $20.7K - $29.1K
1.43K $315K
URI
United Rentals, Inc.

Industrials
52
+ 9.81%
$594.17 - $789.56 $30.9K - $41.1K
582 $364K
CSX
Csx Corp

Industrials
866
+ 7.08%
$29.11 - $33.67 $25.2K - $29.2K
13.1K $385K
APH
Amphenol Corp

Technology
294
+ 3.86%
$61.62 - $78.55 $18.1K - $23.1K
7.91K $519K
JHG
Janus Henderson Group PLC

Financial Services
2.41K
+ 15.78%
$35.98 - $45.94 $86.6K - $111K
17.7K $638K
ATI
Allegheny Technologies Inc

Industrials
176
+ 2.27%
$50.0 - $65.86 $8.8K - $11.6K
7.93K $412K
VNO
Vornado Realty Trust

Real Estate
320
+ 6.05%
$35.4 - $43.26 $11.3K - $13.8K
5.61K $207K
APO
Apollo Global Management, Inc.

Financial Services
484
+ 16.54%
$126.01 - $172.06 $61K - $83.3K
3.41K $467K
GS
Goldman Sachs Group Inc

Financial Services
49
+ 3.02%
$524.81 - $672.19 $25.7K - $32.9K
1.67K $913K
SXC
Sun Coke Energy, Inc.

Basic Materials
268
+ 2.16%
$8.95 - $10.57 $2.4K - $2.83K
12.7K $116K
WTFC
Wintrust Financial Corp

Financial Services
44
+ 2.32%
$107.76 - $136.92 $4.74K - $6.02K
1.94K $217K
MLI
Mueller Industries Inc

Industrials
202
+ 1.74%
$76.14 - $82.67 $15.4K - $16.7K
11.8K $898K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
6.71K
+ 6.66%
$96.85 - $111.39 $650K - $748K
107K $10.6M
EMR
Emerson Electric CO

Industrials
509
+ 9.01%
$108.64 - $131.17 $55.3K - $66.8K
6.16K $675K
MATX
Matson, Inc.

Industrials
74
+ 1.42%
$127.06 - $149.06 $9.4K - $11K
5.29K $677K
GVA
Granite Construction Inc

Industrials
82
+ 3.14%
$70.98 - $94.81 $5.82K - $7.77K
2.69K $203K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2
+ 0.15%
$221.78 - $273.45 $444 - $547
1.34K $305K
HUBG
Hub Group, Inc.

Industrials
333
+ 5.89%
$36.53 - $46.48 $12.2K - $15.5K
5.99K $222K
VST
Vistra Corp.

Utilities
174
+ 7.07%
$108.49 - $191.89 $18.9K - $33.4K
2.63K $309K
RHI
Robert Half International Inc.

Industrials
1.31K
+ 20.53%
$51.96 - $71.3 $68.3K - $93.7K
7.72K $420K
AEIS
Advanced Energy Industries Inc

Industrials
113
+ 5.47%
$94.8 - $131.54 $10.7K - $14.9K
2.18K $207K
SPXC
Spx Corp

Industrials
244
+ 6.51%
$128.78 - $154.37 $31.4K - $37.7K
3.99K $513K
HNI
Hni Corp

Industrials
325
+ 4.22%
$43.17 - $51.26 $14K - $16.7K
8.03K $356K
IRM
Iron Mountain Inc

Real Estate
283
+ 9.33%
$82.79 - $111.31 $23.4K - $31.5K
3.32K $285K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
404
+ 7.51%
$47.79 - $59.89 $19.3K - $24.2K
5.78K $290K
FNDA
Schwab Fundamental U S Small C

ETFs
2
+ 0.01%
$26.87 - $30.99 $53.7 - $62
15.9K $434K
PKG
Packaging Corp Of America

Consumer Cyclical
149
+ 5.78%
$192.03 - $242.13 $28.6K - $36.1K
2.73K $540K
TWLO
Twilio Inc

Communication Services
67
+ 1.44%
$94.9 - $148.35 $6.36K - $9.94K
4.71K $460K
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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