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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Evergreen Capital Management's ASX Position: Q2 2026 in Review

Evergreen Capital Management increased its ASE Group (ASX) stake by 1.5% in Q2 2026, buying an estimated $14.4K and bringing the position to 28,657 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #449.

Evergreen Capital Management first reported a position in ASX in Q2 2018 and has held it in 8 quarters since. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

Evergreen Capital Management held 28,657 shares of ASE Group worth $1.29M as of Q2 2026.
Evergreen Capital Management bought 430 ASE Group shares in Q2 2026, an estimated $14.4K.
ASE Group made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #449 holding.
Evergreen Capital Management first reported a position in ASE Group in Q2 2018 and has held it in 8 quarters since.
486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.