Evergreen Capital Management LLC Purchases in Q3 2024

Evergreen Capital Management LLC

  • $2.75 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ODFL
Old Dominion Freight Line, Inc.

Industrials
519
+ 27.86%
$178.41 - $210.18 $92.6K - $109K
2.38K $472K
VZ
Verizon Communications Inc

Communication Services
1.22K
+ 5.28%
$38.89 - $45.0 $47.4K - $54.9K
24.3K $1.09M
TIP
Ishares Tr Tips Bd ETF

ETFs
142
+ 0.43%
$105.92 - $110.83 $15K - $15.7K
33.4K $3.69M
PANW
Palo Alto Networks Inc

Technology
142
+ 0.44%
$294.18 - $368.01 $41.8K - $52.3K
32.7K $11.2M
SLF
Sun Life Financial Inc

Financial Services
1.55K
+ 28.87%
$47.07 - $58.09 $73K - $90.1K
6.92K $401K
ORI
Old Republic International Corp

Financial Services
769
+ 3.23%
$29.89 - $35.9 $23K - $27.6K
24.6K $869K
EIX
Edison International

Utilities
778
+ 18.08%
$71.19 - $87.72 $55.4K - $68.2K
5.08K $442K
MPWR
Monolithic Power Systems Inc

Technology
43
+ 4.84%
$757.04 - $947.16 $32.6K - $40.7K
931 $861K
FICO
Fair Isaac Corp

Technology
8
+ 3.13%
$1496.51 - $1947.38 $12K - $15.6K
264 $513K
IWP
Ishares Russell Mid Cap Growth

ETFs
693
+ 9.73%
$103.87 - $117.59 $72K - $81.5K
7.81K $916K
KRC
Kilroy Realty Corp

Real Estate
1.27K
+ 11.85%
$31.24 - $40.79 $39.7K - $51.8K
12K $463K
KKR
Kkr & Co. Inc.

Financial Services
401
+ 13.38%
$104.51 - $133.23 $41.9K - $53.4K
3.4K $443K
RACE
Ferrari N.V.

Consumer Cyclical
67
+ 4.28%
$405.92 - $496.79 $27.2K - $33.3K
1.63K $767K
OUT
Outfront Media Inc.

Real Estate
533
+ 1.85%
$13.91 - $18.77 $7.41K - $10K
29.4K $540K
ZI
Zoom Info Technologies Inc.

Technology
12.3K
New
$8.01 - $12.68 $98.3K - $156K
12.3K $126K
MET
Metlife Inc

Financial Services
76
+ 0.79%
$67.96 - $82.48 $5.16K - $6.27K
9.7K $800K
GPI
Group 1 Automotive Inc

Consumer Cyclical
93
+ 8.94%
$280.92 - $391.73 $26.1K - $36.4K
1.13K $434K
HIW
Highwoods Properties, Inc.

Real Estate
767
+ 5.62%
$25.97 - $33.6 $19.9K - $25.8K
14.4K $482K
ALL
Allstate Corp

Financial Services
12
+ 0.29%
$158.43 - $192.86 $1.9K - $2.31K
4.08K $774K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
981
+ 34.51%
$100.57 - $116.37 $98.7K - $114K
3.82K $426K
PSA
Public Storage

Real Estate
188
+ 26.07%
$283.13 - $365.01 $53.2K - $68.6K
909 $330K
GLW
Corning Inc

Technology
1.07K
+ 9.08%
$37.76 - $46.2 $40.6K - $49.6K
12.9K $582K
NSC
Norfolk Southern Corp

Industrials
283
+ 18.35%
$213.75 - $259.69 $60.5K - $73.5K
1.83K $453K
APP
App Lovin Corp

Technology
30
+ 1.22%
$67.14 - $130.65 $2.01K - $3.92K
2.49K $324K
ES
Eversource Energy

Utilities
638
+ 9.59%
$56.52 - $68.38 $36.1K - $43.6K
7.29K $496K
IXC
Ishares Tr Global Energy ETF

ETFs
18.1K
+ 3.03%
$38.94 - $42.35 $705K - $766K
614K $24.9M
OLO
Olo Inc.

Technology
21.1K
+ 91.14%
$4.25 - $5.61 $89.7K - $118K
44.3K $219K
RSP
Invesco S&P 500 Equal Weight E

ETFs
329
+ 8.4%
$162.83 - $179.16 $53.6K - $58.9K
4.24K $760K
WBD
Warner Bros. Discovery, Inc.

Communication Services
14.2K
New
$6.71 - $8.78 $95K - $124K
14.2K $116K
BBY
Best Buy CO Inc

Consumer Cyclical
80
+ 1.43%
$80.23 - $103.29 $6.42K - $8.26K
5.69K $587K
PNC
Pnc Financial Services Group, Inc.

Financial Services
132
+ 4.37%
$156.14 - $187.2 $20.6K - $24.7K
3.15K $582K
AZN
Astrazeneca PLC

Healthcare
1.47K
+ 7.25%
$76.67 - $87.62 $112K - $128K
21.7K $1.69M
NMIH
Nmi Holdings, Inc.

Financial Services
99
+ 0.65%
$33.86 - $41.73 $3.35K - $4.13K
15.2K $627K
TTE
Total Energies Se

Energy
445
+ 1.05%
$68.61 - $68.61 $30.5K - $30.5K
42.7K $2.93M
REG
Regency Centers Corp

Real Estate
907
+ 19.83%
$61.64 - $75.18 $55.9K - $68.2K
5.48K $395K
HMC
Honda Motor CO LTD

Consumer Cyclical
3.7K
+ 25.0%
$29.02 - $33.61 $107K - $124K
18.5K $586K
ICE
Intercontinental Exchange, Inc.

Financial Services
122
+ 3.23%
$136.93 - $162.81 $16.7K - $19.9K
3.89K $625K
INTU
Intuit Inc

Technology
428
+ 9.88%
$602.97 - $670.49 $258K - $287K
4.76K $2.96M
GRMN
Garmin LTD

Technology
92
+ 1.32%
$161.1 - $183.29 $14.8K - $16.9K
7.04K $1.24M
EFA
Ishares Tr Msci Eafe ETF

ETFs
233
+ 1.4%
$75.32 - $84.37 $17.5K - $19.7K
16.8K $1.41M
URI
United Rentals, Inc.

Industrials
34
+ 6.84%
$627.41 - $814.1 $21.3K - $27.7K
531 $429K
PAYX
Paychex Inc

Industrials
39
+ 0.6%
$116.17 - $135.19 $4.53K - $5.27K
6.52K $875K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
20
+ 0.74%
$115.7 - $167.81 $2.31K - $3.36K
2.72K $455K
LAMR
Lamar Advertising CO

Real Estate
444
+ 13.31%
$110.9 - $135.58 $49.2K - $60.2K
3.78K $504K
PIPR
Piper Sandler Companies

Financial Services
170
+ 15.68%
$230.9 - $287.51 $39.3K - $48.9K
1.25K $355K
PKG
Packaging Corp Of America

Consumer Cyclical
118
+ 4.79%
$176.32 - $215.7 $20.8K - $25.5K
2.58K $555K
FHB
First Hawaiian, Inc.

Financial Services
894
+ 2.5%
$20.52 - $26.1 $18.3K - $23.3K
36.6K $847K
NFG
National Fuel Gas CO

Energy
359
+ 2.73%
$54.14 - $61.22 $19.4K - $22K
13.5K $817K
PAAS
Pan American Silver Corp

Basic Materials
3.79K
+ 14.75%
$18.58 - $24.18 $70.4K - $91.6K
29.5K $615K
Activity Summary
Buys All Purchases 626 New Holdings 132 Increased Positions 494 Sells All Sells 291 Reductions 291 Sold out 0 Options Calls 1 Puts 0
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