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
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
297
+ 0.17%
$18.36 - $20.51 $5.45K - $6.09K
175K $3.47M
HEI
Heico Corp

Industrials
859
New
$219.6 - $270.85 $189K - $233K
859 $229K
CUBE
Cube Smart

Real Estate
5.36K
New
$40.23 - $43.23 $215K - $231K
5.36K $228K
SBAC
Sba Communications Corp

Real Estate
1.03K
New
$192.76 - $224.91 $199K - $232K
1.03K $227K
KEY
Keycorp

Financial Services
14.2K
New
$15.15 - $18.3 $214K - $259K
14.2K $226K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.1K
New
$159.75 - $208.61 $176K - $230K
1.1K $225K
KBR
Kbr, Inc.

Industrials
4.53K
New
$47.88 - $60.47 $217K - $274K
4.53K $225K
PII
Polaris Inc.

Consumer Cyclical
5.48K
New
$40.9 - $58.36 $224K - $320K
5.48K $224K
BK
Bank Of New York Mellon Corp

Financial Services
802
+ 3.63%
$75.42 - $88.95 $60.5K - $71.3K
22.9K $1.92M
MU
Micron Technology Inc

Technology
1.01K
+ 2.07%
$86.89 - $109.38 $87.8K - $111K
49.9K $4.34M
HES
Hess Corp

Energy
1.37K
New
$135.42 - $160.52 $186K - $220K
1.37K $219K
MDT
Medtronic PLC

Healthcare
964
+ 7.27%
$79.84 - $94.5 $77K - $91.1K
14.2K $1.28M
YUM
Yum Brands Inc

Consumer Cyclical
1.01K
+ 40.5%
$123.25 - $162.53 $125K - $165K
3.51K $552K
UHS
Universal Health Services Inc

Healthcare
1.16K
New
$163.99 - $193.27 $190K - $223K
1.16K $217K
CINF
Cincinnati Financial Corp

Financial Services
1.47K
New
$133.67 - $147.81 $197K - $217K
1.47K $217K
ROCK
Gibraltar Industries, Inc.

Industrials
3.71K
New
$56.2 - $67.05 $208K - $249K
3.71K $217K
SPOT
Spotify Technology S.A.

Communication Services
214
+ 22.43%
$457.79 - $648.32 $98K - $139K
1.17K $642K
WWD
Woodward, Inc.

Industrials
1.19K
New
$171.38 - $195.22 $203K - $231K
1.19K $216K
ADMA
Adma Biologics, Inc.

Healthcare
10.9K
New
$15.44 - $20.61 $168K - $224K
10.9K $216K
WFC
Wells Fargo & Company

Financial Services
2.41K
+ 8.86%
$66.78 - $81.42 $161K - $196K
29.6K $2.12M
OHI
Omega Healthcare Investors Inc

Real Estate
5.67K
New
$35.7 - $38.33 $202K - $217K
5.67K $215K
WM
Waste Management Inc

Industrials
517
+ 16.36%
$200.54 - $233.78 $104K - $121K
3.68K $851K
BYD
Boyd Gaming Corp

Consumer Cyclical
3.26K
New
$65.83 - $79.52 $215K - $259K
3.26K $214K
AFL
Aflac Inc

Financial Services
424
+ 1.98%
$100.99 - $111.19 $42.8K - $47.1K
21.8K $2.43M
CELH
Celsius Holdings, Inc.

Consumer Defensive
5.98K
New
$21.28 - $35.62 $127K - $213K
5.98K $212K
TIP
Ishares Tr Tips Bd ETF

ETFs
510
+ 1.5%
$106.22 - $111.09 $54.2K - $56.7K
34.5K $3.84M
OVV
Ovintiv Inc.

Energy
4.95K
New
$37.84 - $45.91 $187K - $227K
4.95K $211K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
2.18K
New
$90.12 - $109.07 $197K - $238K
2.18K $210K
BERY
Berry Global Group, Inc.

Consumer Cyclical
3.02K
New
$64.35 - $73.03 $194K - $220K
3.02K $210K
WRB
Berkley W R Corp

Financial Services
2.95K
New
$56.7 - $71.27 $167K - $210K
2.95K $209K
LNT
Alliant Energy Corp

Utilities
3.26K
New
$56.66 - $66.04 $185K - $215K
3.26K $209K
VOYA
Voya Financial, Inc.

Financial Services
3.08K
New
$65.1 - $75.67 $200K - $233K
3.08K $208K
WY
Weyerhaeuser CO

Real Estate
7.07K
New
$27.29 - $31.39 $193K - $222K
7.07K $207K
VNT
Vontier Corp

Technology
6.32K
New
$32.1 - $40.32 $203K - $255K
6.32K $207K
NWSA
News Corp

Communication Services
7.63K
New
$26.29 - $30.49 $201K - $233K
7.63K $207K
PINS
Pinterest, Inc.

Communication Services
1.27K
+ 1.52%
$29.79 - $40.0 $38K - $51K
85.2K $2.64M
ASB
Associated Banc Corp

Financial Services
9.15K
New
$21.06 - $25.63 $193K - $235K
9.15K $206K
CHTR
Charter Communications, Inc.

Communication Services
559
New
$334.89 - $384.77 $187K - $215K
559 $206K
SLV
I Shares Silver Trust

ETFs
975
+ 2.59%
$26.93 - $31.32 $26.3K - $30.5K
38.7K $1.2M
OKTA
Okta, Inc.

Technology
1.95K
New
$78.83 - $116.72 $154K - $228K
1.95K $205K
IFF
International Flavors & Fragrances Inc

Basic Materials
2.64K
New
$76.48 - $87.72 $202K - $232K
2.64K $205K
BHF
Brighthouse Financial, Inc.

Financial Services
3.55K
New
$45.74 - $62.97 $162K - $223K
3.55K $205K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.14K
New
$175.5 - $209.86 $199K - $238K
1.14K $205K
DG
Dollar General Corp

Consumer Defensive
2.34K
New
$68.44 - $87.93 $160K - $205K
2.34K $205K
AWR
American States Water CO

Utilities
2.61K
New
$70.84 - $80.98 $185K - $211K
2.61K $205K
AFG
American Financial Group Inc

Financial Services
1.56K
New
$119.82 - $138.45 $187K - $216K
1.56K $204K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.01K
+ 2.09%
$9.49 - $14.83 $9.59K - $15K
49.4K $673K
ELV
Elevance Health, Inc.

Healthcare
333
+ 37.63%
$365.9 - $436.25 $122K - $145K
1.22K $529K
STE
Steris PLC

Healthcare
899
New
$202.46 - $232.74 $182K - $209K
899 $203K
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
Track This Portfolio

Track Evergreen Capital Management LLC Portfolio

Follow Evergreen Capital 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 Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email