Evergreen Capital Management’s ASE Group ASX Stock Holding History

Evergreen Capital Management’s Portfolio ASX Stock Details ASX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.33M	Buy	29,891 +1,234	+4%	+$48.3K	0.02%	422
2026 Q2	$1.29M	Buy	28,657 +430	+2%	+$14.4K	0.02%	449
2026 Q1	$612K	Buy	28,227 +430	+2%	+$9.04K	0.01%	668
2025 Q4	$448K	Sell	27,797 -358	-1%	-$5.09K	0.01%	805
2025 Q3	$312K	Sell	28,155 -1,779	-6%	-$18.6K	0.01%	938
2025 Q2	$309K	Buy	+29,934	New	+$279K	0.01%	784
2019 Q3	–	Sell	-38,611	Closed	-$153K	–	423
2019 Q2	$153K	Sell	38,611 -3,148	-8%	-$13.2K	0.01%	410
2019 Q1	$180K	Buy	+41,759	New	+$164K	0.02%	369
2018 Q3	–	Sell	-12,283	Closed	-$57K	–	397
2018 Q2	$57K	Buy	+12,283	New	+$67.6K	0.01%	365

Other funds holding ASX

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TT International Asset Management London, United Kingdom $898M AUM 75.03% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Evergreen Capital Management's ASX Position: Q3 2026 in Review

Evergreen Capital Management increased its ASE Group (ASX) stake by 4.3% in Q3 2026, buying an estimated $48.3K and bringing the position to 29,891 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #422.

Evergreen Capital Management first reported a position in ASX in Q2 2018 and has held it in 9 quarters since. 246 funds tracked by Wall St. Rank hold ASX as of Q3 2026.

Evergreen Capital Management held 29,891 shares of ASE Group worth $1.33M as of Q3 2026.
Evergreen Capital Management bought 1,234 ASE Group shares in Q3 2026, an estimated $48.3K.
ASE Group made up 0.02% of Evergreen Capital Management's portfolio in Q3 2026, its #422 holding.
Evergreen Capital Management first reported a position in ASE Group in Q2 2018 and has held it in 9 quarters since.
246 funds tracked by Wall St. Rank held ASE Group as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.