Evergreen Capital Management LLC Portfolio Holdings
Evergreen Capital Management LLC
- $2.47 Billion
- Q1 2024
Evergreen Capital Management LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.47 Billion distributed in 1309 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $99.3M, Paccar Inc with a value of $84.3M, Apple Inc. with a value of $62.5M, Spdr Portfolio Short Term Trea with a value of $57.9M, and Ishares Barclays 3 7 Yr Treas with a value of $54M.
Examining the 13F form we can see an increase of $105M in the current position value, from $2.37B to 2.47B.
Evergreen Capital Management LLC is based out at Bellevue, WA
Below you can find more details about Evergreen Capital Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,309
- Current Value $2.47 Billion
- Prior Value $2.37 Billion
- Filing
- Period Q1 2024
- Filing Date May 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 91 stocks
- Additional Purchases 458 stocks
- Sold out of 0 stocks
- Reduced holdings in 243 stocks