Evergreen Capital Management LLC Purchases in Q4 2024

Evergreen Capital Management LLC

  • $2.87 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
34
+ 0.8%
$174.22 - $187.62 $5.92K - $6.38K
4.28K $749K
BCE
Bce Inc

Communication Services
2.93K
+ 42.45%
$22.53 - $34.84 $66.1K - $102K
9.85K $228K
SLVM
Sylvamo Corp

Basic Materials
76
+ 2.88%
$78.56 - $95.69 $5.97K - $7.27K
2.71K $214K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
432
+ 2.75%
$9.98 - $11.7 $4.31K - $5.05K
16.1K $161K
ADC
Agree Realty Corp

Real Estate
105
+ 2.56%
$69.44 - $77.65 $7.29K - $8.15K
4.21K $296K
RDN
Radian Group Inc

Financial Services
298
+ 4.15%
$31.67 - $35.84 $9.44K - $10.7K
7.48K $237K
SCHA
Schwab Strategic Tr Us Small C

ETFs
92.7K
+ 98.67%
$25.33 - $51.16 $2.35M - $4.74M
187K $4.82M
DTE
Dte Energy CO

Utilities
20
+ 0.97%
$117.04 - $129.77 $2.34K - $2.6K
2.08K $250K
NYT
New York Times CO

Communication Services
176
+ 2.6%
$52.01 - $56.83 $9.15K - $10K
6.95K $361K
SXT
Sensient Technologies Corp

Basic Materials
296
+ 6.95%
$71.0 - $81.38 $21K - $24.1K
4.55K $324K
WM
Waste Management Inc

Industrials
7
+ 0.22%
$201.79 - $228.46 $1.41K - $1.6K
3.16K $637K
RNR
Renaissancere Holdings LTD

Financial Services
38
+ 3.22%
$241.97 - $287.47 $9.19K - $10.9K
1.22K $303K
VOE
Vanguard Mid Cap Value Index F

ETFs
3
+ 0.08%
$160.89 - $176.18 $483 - $529
3.62K $586K
FELE
Franklin Electric CO Inc

Industrials
47
+ 1.43%
$95.71 - $110.4 $4.5K - $5.19K
3.33K $324K
LOGI
Logitech International S.A.

Technology
69
+ 1.97%
$77.08 - $91.82 $5.32K - $6.34K
3.58K $294K
ALB
Albemarle Corp

Basic Materials
9
+ 0.35%
$86.08 - $111.3 $775 - $1K
2.59K $223K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
10
+ 0.13%
$30.82 - $34.31 $308 - $343
7.55K $236K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
38
+ 0.41%
$26.63 - $30.23 $1.01K - $1.15K
9.25K $246K
PBA
Pembina Pipeline Corp

Energy
36
+ 0.63%
$35.89 - $43.35 $1.29K - $1.56K
5.71K $210K
AVTR
Avantor, Inc.

Basic Materials
1.49K
+ 13.01%
$19.72 - $25.54 $29.4K - $38.1K
13K $273K
EQX
Equinox Gold Corp.

Basic Materials
145
+ 0.66%
$4.97 - $6.41 $721 - $929
22.2K $111K
DEA
Easterly Government Properties, Inc.

Real Estate
763
+ 5.31%
$10.93 - $14.48 $8.34K - $11K
15.1K $172K
ICUI
Icu Medical Inc

Healthcare
104
+ 6.82%
$153.2 - $183.79 $15.9K - $19.1K
1.63K $252K
INVA
Innoviva, Inc.

Healthcare
19
+ 0.15%
$17.35 - $20.32 $330 - $386
12.8K $221K
HIG
Hartford Financial Services Group, Inc.

Financial Services
52
+ 1.37%
$107.06 - $123.74 $5.57K - $6.43K
3.85K $421K
SPXC
Spx Corp

Industrials
159
+ 4.43%
$143.2 - $181.56 $22.8K - $28.9K
3.75K $545K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
218
+ 1.85%
$33.39 - $37.66 $7.28K - $8.21K
12K $400K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
5
+ 0.12%
$60.13 - $67.31 $301 - $337
4.12K $250K
VZ
Verizon Communications Inc

Communication Services
2.3K
+ 9.45%
$39.6 - $45.21 $91.1K - $104K
26.6K $1.07M
NVGS
Navigator Holdings Ltd.

Energy
295
+ 0.67%
$14.76 - $16.79 $4.35K - $4.95K
44.4K $682K
AEM
Agnico Eagle Mines LTD

Basic Materials
360
+ 1.48%
$75.99 - $88.85 $27.4K - $32K
24.7K $1.93M
PATK
Patrick Industries Inc

Consumer Cyclical
851
+ 50.21%
$82.71 - $146.16 $70.4K - $124K
2.55K $211K
A
Agilent Technologies, Inc.

Healthcare
24
+ 1.0%
$125.69 - $146.56 $3.02K - $3.52K
2.43K $326K
ITW
Illinois Tool Works Inc

Industrials
18
+ 0.43%
$253.56 - $278.5 $4.56K - $5.01K
4.22K $1.07M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
340
+ 3.02%
$10.0 - $14.22 $3.4K - $4.83K
11.6K $121K
CTRE
Care Trust Reit, Inc.

Real Estate
318
+ 2.95%
$26.8 - $32.79 $8.52K - $10.4K
11.1K $300K
CEG
Constellation Energy Corp

Utilities
43
+ 3.57%
$224.28 - $285.52 $9.64K - $12.3K
1.25K $280K
LNTH
Lantheus Holdings, Inc.

Healthcare
98
+ 4.58%
$76.22 - $116.71 $7.47K - $11.4K
2.24K $200K
CNQ
Canadian Natural Resources LTD

Energy
295
+ 1.57%
$29.51 - $37.6 $8.71K - $11.1K
19K $587K
LYG
Lloyds Banking Group PLC

Financial Services
4.37K
+ 3.6%
$2.67 - $3.23 $11.7K - $14.1K
126K $342K
HCC
Warrior Met Coal, Inc.

Basic Materials
23
+ 0.59%
$53.63 - $74.78 $1.23K - $1.72K
3.91K $212K
SNY
Sanofi

Healthcare
2.18K
+ 14.62%
$45.89 - $57.31 $100K - $125K
17.1K $824K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
32
+ 1.18%
$124.55 - $167.32 $3.99K - $5.35K
2.76K $418K
NICE
Nice Ltd.

Technology
206
+ 1.09%
$164.71 - $199.17 $33.9K - $41K
19.1K $3.25M
MATX
Matson, Inc.

Industrials
16
+ 0.31%
$131.18 - $167.37 $2.1K - $2.68K
5.21K $702K
SAN
Banco Santander, S.A.

Financial Services
2.48K
+ 2.63%
$4.49 - $5.05 $11.1K - $12.5K
96.7K $440K
RTX
Raytheon Technologies Corp

Industrials
521
+ 2.81%
$114.45 - $127.21 $59.6K - $66.3K
19.1K $2.21M
WPM
Wheaton Precious Metals Corp.

Basic Materials
59
+ 0.64%
$56.08 - $68.53 $3.31K - $4.04K
9.25K $520K
HIW
Highwoods Properties, Inc.

Real Estate
31
+ 0.21%
$29.37 - $36.37 $910 - $1.13K
14.5K $441K
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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