ECM
ARR

Evergreen Capital Management’s Armour Residential REIT ARR Stock Holding History

Evergreen Capital Management’s Portfolio ARR Stock Details ARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,670
Closed -$78K – 852
2023
Q3 		$78K Sell
3,670
-1,131
-24% -$27.8K ﹤0.01% 771
2023
Q2 		$128K Buy
4,801
+1,290
+37% +$32.9K 0.01% 767
2023
Q1 		$92.2K Sell
3,511
-667
-16% -$18.9K ﹤0.01% 693
2022
Q4 		$118K Buy
+4,178
New +$114K 0.01% 650

Other funds holding ARR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evergreen Capital Management's ARR Position: Q4 2023 in Review

Evergreen Capital Management sold out of Armour Residential REIT (ARR) in Q4 2023, closing a stake of 3,670 shares — an estimated $78K sold.

Evergreen Capital Management first reported a position in ARR in Q4 2022 and held it in 4 quarters. The position peaked at $128K in Q2 2023. 152 funds tracked by Wall St. Rank hold ARR as of Q4 2023.

  • Evergreen Capital Management reported no remaining Armour Residential REIT position as of Q4 2023 after selling out during the quarter.
  • Evergreen Capital Management sold 3,670 Armour Residential REIT shares in Q4 2023, an estimated $78K.
  • Evergreen Capital Management first reported a position in Armour Residential REIT in Q4 2022 and held it in 4 quarters.
  • Evergreen Capital Management's Armour Residential REIT position peaked at $128K in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Armour Residential REIT as of Q4 2023.

Based on Evergreen Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.