Evergreen Capital Management LLC Incresed Positions in Q3 2024

Evergreen Capital Management LLC

  • $2.75 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAON
Aaon, Inc.

Industrials
62
+ 1.48%
$83.58 - $107.82 $5.18K - $6.68K
4.24K $456K
IVE
Ishares S&P 500 Value ETF

ETFs
301
+ 14.56%
$181.06 - $197.17 $54.5K - $59.3K
2.37K $467K
ENSG
Ensign Group, Inc

Healthcare
170
+ 5.18%
$124.14 - $153.65 $21.1K - $26.1K
3.46K $496K
TJX
Tjx Companies Inc

Consumer Cyclical
62
+ 0.56%
$107.93 - $120.23 $6.69K - $7.45K
11.1K $1.31M
MMSI
Merit Medical Systems Inc

Healthcare
393
+ 9.91%
$84.12 - $100.23 $33.1K - $39.4K
4.36K $430K
VV
Vanguard Large Cap ETF

ETFs
155
+ 4.37%
$236.92 - $263.4 $36.7K - $40.8K
3.7K $974K
WCC
Wesco International Inc

Industrials
448
+ 35.47%
$149.47 - $183.24 $67K - $82.1K
1.71K $287K
CALM
Cal Maine Foods Inc

Consumer Defensive
159
+ 2.89%
$61.82 - $74.9 $9.83K - $11.9K
5.66K $423K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.41K
+ 10.28%
$33.74 - $37.96 $47.7K - $53.7K
15.2K $569K
SCI
Service Corp International

Consumer Cyclical
713
+ 19.15%
$69.55 - $80.63 $49.6K - $57.5K
4.44K $350K
PHG
Koninklijke Philips Nv

Healthcare
651
+ 7.49%
$25.08 - $32.73 $16.3K - $21.3K
9.34K $305K
VCTR
Victory Capital Holdings, Inc.

Financial Services
101
+ 0.97%
$45.29 - $55.5 $4.57K - $5.61K
10.5K $583K
HNI
Hni Corp

Industrials
335
+ 4.53%
$44.15 - $54.95 $14.8K - $18.4K
7.72K $416K
TRGP
Targa Resources Corp.

Energy
315
+ 16.67%
$127.86 - $156.46 $40.3K - $49.3K
2.21K $326K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
379
+ 3.43%
$66.31 - $74.08 $25.1K - $28.1K
11.4K $839K
JCI
Johnson Controls International PLC

Industrials
61
+ 0.89%
$65.52 - $77.61 $4K - $4.73K
6.95K $539K
KBH
Kb Home

Consumer Cyclical
346
+ 10.16%
$65.35 - $89.63 $22.6K - $31K
3.75K $321K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
444
+ 3.24%
$28.7 - $35.25 $12.7K - $15.7K
14.1K $486K
GKOS
Glaukos Corp

Healthcare
350
+ 11.88%
$113.62 - $135.39 $39.8K - $47.4K
3.3K $429K
THC
Tenet Healthcare Corp

Healthcare
141
+ 8.46%
$129.27 - $168.03 $18.2K - $23.7K
1.81K $300K
SHW
Sherwin Williams CO

Basic Materials
41
+ 5.42%
$294.65 - $384.0 $12.1K - $15.7K
798 $304K
WELL
Welltower Inc.

Real Estate
18
+ 0.56%
$104.0 - $129.74 $1.87K - $2.34K
3.26K $416K
TFC
Truist Financial Corp

Financial Services
548
+ 3.85%
$38.22 - $44.94 $20.9K - $24.6K
14.8K $631K
ADC
Agree Realty Corp

Real Estate
345
+ 9.18%
$61.47 - $76.71 $21.2K - $26.5K
4.1K $308K
SM
Sm Energy CO

Energy
2.35K
+ 43.45%
$38.07 - $47.26 $89.4K - $111K
7.75K $309K
SRE
Sempra Energy

Utilities
192
+ 2.46%
$74.97 - $84.04 $14.4K - $16.1K
7.98K $667K
SIG
Signet Jewelers LTD

Consumer Cyclical
180
+ 4.47%
$72.58 - $103.15 $13.1K - $18.6K
4.21K $434K
AVAV
Aero Vironment Inc

Industrials
156
+ 7.12%
$164.14 - $204.5 $25.6K - $31.9K
2.35K $470K
PNFP
Pinnacle Financial Partners Inc

Financial Services
241
+ 9.05%
$76.97 - $100.56 $18.5K - $24.2K
2.91K $284K
RDFN
Redfin Corp

Real Estate
100
+ 0.92%
$5.64 - $14.45 $564 - $1.45K
10.9K $136K
EWW
Ishares Inc Msci Mexico ETF

ETFs
965
+ 2.39%
$57.0 - $57.0 $55K - $55K
41.4K $2.36M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
261
+ 4.0%
$58.35 - $66.29 $15.2K - $17.3K
6.78K $449K
MATX
Matson, Inc.

Industrials
71
+ 1.39%
$121.89 - $142.79 $8.65K - $10.1K
5.2K $741K
UTHR
United Therapeutics Corp

Healthcare
64
+ 5.44%
$311.04 - $363.55 $19.9K - $23.3K
1.24K $444K
SPXC
Spx Corp

Industrials
49
+ 1.38%
$139.19 - $164.35 $6.82K - $8.05K
3.59K $571K
AGNC
Agnc Investment Corp.

Real Estate
5.41K
+ 45.69%
$9.48 - $10.66 $51.2K - $57.6K
17.2K $180K
OGE
Oge Energy Corp.

Utilities
375
+ 3.86%
$35.12 - $41.18 $13.2K - $15.4K
10.1K $414K
WES
Western Midstream Partners, LP

Energy
8.83K
+ 4.85%
$36.59 - $42.74 $323K - $377K
191K $7.3M
FR
First Industrial Realty Trust Inc

Real Estate
409
+ 7.75%
$47.13 - $56.97 $19.3K - $23.3K
5.69K $318K
BXP
Boston Properties Inc

Real Estate
8
+ 0.22%
$60.3 - $82.49 $482 - $660
3.62K $290K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
70
+ 0.89%
$36.06 - $46.59 $2.52K - $3.26K
7.93K $359K
IDCC
Inter Digital, Inc.

Communication Services
94
+ 4.42%
$116.28 - $141.69 $10.9K - $13.3K
2.22K $314K
IBTX
Independent Bank Group, Inc.

Financial Services
92
+ 1.83%
$44.7 - $61.0 $4.11K - $5.61K
5.12K $295K
SNV
Synovus Financial Corp

Financial Services
862
+ 12.72%
$39.32 - $47.62 $33.9K - $41K
7.64K $339K
STAG
Stag Industrial, Inc.

Real Estate
700
+ 5.46%
$35.42 - $40.98 $24.8K - $28.7K
13.5K $528K
AIT
Applied Industrial Technologies Inc

Industrials
27
+ 1.32%
$183.8 - $224.77 $4.96K - $6.07K
2.08K $463K
CNOB
Connect One Bancorp, Inc.

Financial Services
41
+ 0.4%
$18.2 - $26.25 $746 - $1.08K
10.4K $260K
ADI
Analog Devices Inc

Technology
248
+ 5.43%
$200.56 - $243.33 $49.7K - $60.3K
4.82K $1.11M
CAH
Cardinal Health Inc

Healthcare
169
+ 4.41%
$93.74 - $114.66 $15.8K - $19.4K
4.01K $442K
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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