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
VOD
Vodafone Group Public LTD CO

Communication Services
263
+ 0.91%
$8.37 - $9.95 $2.2K - $2.62K
29K $246K
ES
Eversource Energy

Utilities
594
+ 8.14%
$55.9 - $67.73 $33.2K - $40.2K
7.89K $453K
TOL
Toll Brothers, Inc.

Consumer Cyclical
468
+ 12.96%
$123.8 - $167.8 $57.9K - $78.5K
4.08K $513K
NTAP
Net App, Inc.

Technology
1.71K
+ 5.19%
$115.31 - $131.11 $197K - $224K
34.7K $4.03M
NGD
New Gold Inc.

Basic Materials
6.42K
+ 4.15%
$2.47 - $3.08 $15.9K - $19.8K
161K $399K
RDFN
Redfin Corp

Real Estate
273
+ 2.5%
$7.87 - $12.55 $2.15K - $3.43K
11.2K $88K
SO
Southern CO

Utilities
23
+ 0.35%
$81.5 - $94.15 $1.87K - $2.17K
6.51K $535K
FN
Fabrinet

Technology
14
+ 0.45%
$214.76 - $271.08 $3.01K - $3.8K
3.1K $682K
UFPI
Ufp Industries Inc

Basic Materials
18
+ 0.59%
$112.19 - $139.02 $2.02K - $2.5K
3.07K $345K
TECK
Teck Resources LTD

Basic Materials
68
+ 1.37%
$39.99 - $52.38 $2.72K - $3.56K
5.03K $203K
MCHP
Microchip Technology Inc

Technology
307
+ 9.21%
$55.51 - $79.05 $17K - $24.3K
3.64K $208K
NHC
National Healthcare Corp

Healthcare
7
+ 0.2%
$107.42 - $135.75 $752 - $950
3.43K $369K
LUMN
Lumen Technologies, Inc.

Communication Services
4.77K
+ 9.79%
$5.31 - $10.12 $25.3K - $48.3K
53.5K $284K
REXR
Rexford Industrial Realty, Inc.

Real Estate
752
+ 9.5%
$37.97 - $49.45 $28.6K - $37.2K
8.66K $334K
TIP
Ishares Tr Tips Bd ETF

ETFs
610
+ 1.83%
$106.33 - $110.69 $64.9K - $67.5K
34K $3.63M
NMIH
Nmi Holdings, Inc.

Financial Services
54
+ 0.35%
$36.32 - $41.53 $1.96K - $2.24K
15.3K $561K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
54
+ 0.15%
$74.71 - $79.24 $4.03K - $4.28K
36.6K $2.81M
PGR
Progressive Corp

Financial Services
16
+ 0.32%
$239.6 - $268.88 $3.83K - $4.3K
5.08K $1.22M
RACE
Ferrari N.V.

Consumer Cyclical
14
+ 0.86%
$422.83 - $490.34 $5.92K - $6.86K
1.65K $699K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
980
+ 0.92%
$113.92 - $127.38 $112K - $125K
107K $12.4M
HBM
Hudbay Minerals Inc.

Basic Materials
929
+ 1.24%
$7.84 - $9.72 $7.28K - $9.03K
76K $615K
SLV
I Shares Silver Trust

ETFs
120
+ 0.32%
$26.33 - $31.74 $3.16K - $3.81K
37.7K $992K
CCS
Century Communities, Inc.

Consumer Cyclical
93
+ 3.25%
$72.88 - $103.59 $6.78K - $9.63K
2.95K $216K
TTEK
Tetra Tech Inc

Industrials
149
+ 1.25%
$39.8 - $50.52 $5.93K - $7.53K
12.1K $481K
XYL
Xylem Inc.

Industrials
193
+ 3.58%
$116.02 - $137.45 $22.4K - $26.5K
5.59K $647K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
401
+ 2.84%
$131.66 - $144.0 $52.8K - $57.7K
14.5K $1.92M
MCD
Mcdonalds Corp

Consumer Cyclical
309
+ 2.51%
$288.47 - $316.54 $89.1K - $97.8K
12.6K $3.66M
BBY
Best Buy CO Inc

Consumer Cyclical
78
+ 1.37%
$85.2 - $101.35 $6.65K - $7.91K
5.77K $494K
SIG
Signet Jewelers LTD

Consumer Cyclical
7
+ 0.17%
$79.42 - $104.13 $556 - $729
4.22K $340K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1
+ 0.0%
$71.75 - $75.11 $71.8 - $75.1
32.4K $2.33M
FANG
Diamondback Energy, Inc.

Energy
2.39K
+ 4.12%
$153.06 - $199.5 $366K - $477K
60.5K $9.9M
HD
Home Depot, Inc.

Consumer Cyclical
418
+ 2.5%
$385.02 - $431.37 $161K - $180K
17.2K $6.68M
RWR
Spdr Dow Jones Reit ETF

ETFs
2.19K
+ 5.26%
$97.84 - $108.61 $214K - $238K
43.8K $4.33M
GE
General Electric CO

Industrials
172
+ 2.51%
$159.95 - $194.23 $27.5K - $33.4K
7.03K $1.17M
LEN
Lennar Corp

Consumer Cyclical
29
+ 1.14%
$136.2 - $188.96 $3.95K - $5.48K
2.57K $350K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.3K
+ 147.8%
$26.93 - $84.95 $305K - $961K
19K $518K
BP
Bp PLC

Energy
125
+ 0.17%
$28.16 - $33.14 $3.52K - $4.14K
71.7K $2.12M
VLUE
Ishares Msci Usa Value Factor

ETFs
42
+ 0.11%
$104.01 - $115.38 $4.37K - $4.85K
38.6K $4.08M
INTC
Intel Corp

Technology
419
+ 1.01%
$19.07 - $26.23 $7.99K - $11K
41.9K $840K
AZN
Astrazeneca PLC

Healthcare
1.86K
+ 8.56%
$63.2 - $79.58 $117K - $148K
23.6K $1.54M
FNDA
Schwab Fundamental U S Small C

ETFs
5.44K
+ 52.11%
$29.26 - $59.11 $159K - $321K
15.9K $471K
UPS
United Parcel Service Inc

Industrials
10.7K
+ 7.27%
$122.65 - $138.35 $1.31M - $1.48M
158K $20M
UNP
Union Pacific Corp

Industrials
103
+ 1.06%
$223.15 - $249.32 $23K - $25.7K
9.82K $2.24M
GD
General Dynamics Corp

Industrials
1
+ 0.03%
$260.28 - $314.03 $260 - $314
3.98K $1.05M
IEF
Ishares Barclays

ETFs
1.41K
+ 2.81%
$92.08 - $98.18 $129K - $138K
51.5K $4.76M
AFL
Aflac Inc

Financial Services
38
+ 0.18%
$100.37 - $115.27 $3.81K - $4.38K
21.4K $2.22M
CB
Chubb LTD

Financial Services
622
+ 2.09%
$271.57 - $301.89 $169K - $188K
30.3K $8.38M
PALL
Abrdn Palladium ETF Trust

ETFs
1.16K
+ 2.67%
$82.73 - $112.0 $96K - $130K
44.6K $3.72M
NEE
Nextera Energy Inc

Utilities
351
+ 1.53%
$69.77 - $85.43 $24.5K - $30K
23.3K $1.67M
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
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