Evergreen Capital Management LLC Sells in Q4 2024

Evergreen Capital Management LLC

  • $2.87 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
-134K
- 88.92%
$62.78 - $74.62 $8.42M - $10M
16.7K $1.07M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-445K
- 66.65%
$18.04 - $18.54 $8.02M - $8.25M
223K $4.02M
ELV
Elevance Health, Inc.

Healthcare
-15.3K
- 94.53%
$365.96 - $514.62 $5.6M - $7.87M
885 $326K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-227K
- 16.79%
$28.88 - $29.33 $6.56M - $6.67M
1.13M $32.7M
PEP
Pepsico Inc

Consumer Defensive
-29.7K
- 68.73%
$151.29 - $176.1 $4.49M - $5.22M
13.5K $2.05M
APA
Apa Corp

Energy
-189K
- 92.64%
$20.47 - $27.07 $3.88M - $5.13M
15K $348K
RPRX
Royalty Pharma PLC

Healthcare
-150K
- 58.16%
$24.28 - $28.39 $3.63M - $4.25M
108K $2.75M
SYY
Sysco Corp

Consumer Defensive
-55.5K
- 85.95%
$73.63 - $81.77 $4.09M - $4.54M
9.08K $693K
MSFT
Microsoft Corp

Technology
-4.11K
- 1.78%
$406.35 - $454.46 $1.67M - $1.87M
227K $95.7M
KMI
Kinder Morgan, Inc.

Energy
-227K
- 41.97%
$22.59 - $28.54 $5.13M - $6.49M
314K $8.61M
VNQ
Vanguard Specialized Funds Van

ETFs
-6.05K
- 1.95%
$87.85 - $98.6 $531K - $596K
304K $27.1M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-110K
- 16.27%
$23.63 - $26.47 $2.59M - $2.9M
564K $13.4M
JNJ
Johnson & Johnson

Healthcare
-3.15K
- 2.81%
$143.34 - $165.86 $451K - $522K
109K $15.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-21.4K
- 4.95%
$81.68 - $82.93 $1.75M - $1.78M
411K $33.7M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-26.5K
- 4.78%
$45.17 - $47.23 $1.2M - $1.25M
528K $23.9M
EWY
Ishares Inc Msci South Korea E

ETFs
-1.47K
- 0.95%
$50.89 - $63.57 $74.6K - $93.2K
153K $7.77M
LLY
Eli Lilly & CO

Healthcare
-968
- 8.6%
$727.2 - $932.06 $704K - $902K
10.3K $7.94M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-5.59K
- 2.38%
$22.4 - $29.88 $125K - $167K
229K $5.16M
UNH
Unitedhealth Group Inc

Healthcare
-425
- 2.35%
$485.52 - $625.25 $206K - $266K
17.6K $8.93M
ENLC
En Link Midstream, LLC

Energy
-90.8K
- 9.62%
$13.74 - $16.01 $1.25M - $1.45M
853K $12.1M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.17K
- 0.45%
$33.77 - $44.09 $39.5K - $51.5K
260K $8.81M
IXC
Ishares Tr Global Energy ETF

ETFs
-3.36K
- 0.55%
$36.95 - $43.06 $124K - $145K
611K $23.3M
COST
Costco Wholesale Corp

Consumer Defensive
-2.39K
- 10.71%
$873.59 - $994.69 $2.09M - $2.37M
19.9K $18.2M
RWT
Redwood Trust Inc

Real Estate
-5.16K
- 0.42%
$6.44 - $7.7 $33.2K - $39.8K
1.24M $8.07M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-6.81K
- 4.38%
$57.96 - $64.2 $395K - $437K
149K $8.66M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-11.6K
- 12.11%
$100.22 - $100.73 $1.16M - $1.17M
84K $8.43M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-21.4K
- 22.45%
$33.93 - $38.37 $727K - $822K
74K $2.54M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-21.8K
- 5.35%
$48.59 - $49.45 $1.06M - $1.08M
385K $18.9M
XOM
Exxon Mobil Corp

Energy
-3.15K
- 5.21%
$105.51 - $125.37 $332K - $395K
57.3K $6.17M
PLD
Prologis, Inc.

Real Estate
-4.5K
- 21.93%
$101.4 - $126.96 $457K - $572K
16K $1.69M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.41K
- 9.23%
$481.22 - $538.17 $1.64M - $1.84M
33.5K $17.1M
AMAT
Applied Materials Inc

Technology
-2.08K
- 15.82%
$161.44 - $213.89 $335K - $444K
11K $1.8M
VHT
Vanguard Health Care ETF

ETFs
-566
- 2.28%
$250.81 - $283.3 $142K - $160K
24.3K $6.16M
IBB
Ishares Biotechnology ETF

ETFs
-2.7K
- 8.0%
$131.21 - $148.85 $354K - $402K
31K $4.1M
AMGN
Amgen Inc

Healthcare
-940
- 10.4%
$258.78 - $328.31 $243K - $309K
8.1K $2.11M
EWJ
Ishares Msci Japan ETF

ETFs
-4.63K
- 4.46%
$66.18 - $71.84 $306K - $332K
99.1K $6.65M
PSLV
Sprott Physical Silver Trust

Financial Services
-11.3K
- 1.44%
$9.65 - $11.76 $109K - $133K
775K $7.47M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-6.62K
- 7.43%
$77.86 - $79.27 $515K - $525K
82.5K $6.43M
DOW
Dow Inc.

Basic Materials
-6.01K
- 22.45%
$39.1 - $55.34 $235K - $332K
20.8K $833K
ORCL
Oracle Corp

Technology
-1.32K
- 1.25%
$165.41 - $192.43 $219K - $255K
104K $17.4M
GBIL
Goldman Sachs Access Treasury

ETFs
-5.76K
- 11.14%
$99.85 - $100.22 $575K - $577K
45.9K $4.59M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-660
- 1.77%
$442.29 - $483.08 $292K - $319K
36.5K $16.6M
AMD
Advanced Micro Devices Inc

Technology
-467
- 4.19%
$118.88 - $172.8 $55.5K - $80.7K
10.7K $1.29M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-22
- 0.03%
$42.32 - $55.35 $931 - $1.22K
85.1K $3.64M
EWD
Ishares Inc Msci Sweden ETF

ETFs
-2.9K
- 4.51%
$37.33 - $42.76 $108K - $124K
61.4K $2.29M
MCO
Moodys Corp

Financial Services
-1.04K
- 34.97%
$454.04 - $500.88 $472K - $521K
1.93K $915K
AGI
Alamos Gold Inc

Basic Materials
-8.09K
- 4.22%
$17.54 - $21.38 $142K - $173K
184K $3.39M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-8.39K
- 2.0%
$10.39 - $11.25 $87.2K - $94.4K
412K $4.31M
SBUX
Starbucks Corp

Consumer Cyclical
-3.12K
- 14.22%
$87.44 - $102.5 $273K - $320K
18.9K $1.72M
Activity Summary
Buys All Purchases 631 New Holdings 129 Increased Positions 502 Sells All Sells 339 Reductions 339 Sold out 0 Options Calls 0 Puts 0
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