Evergreen Capital Management
BCPC icon

Evergreen Capital Management’s Balchem Corp BCPC Stock Holding History

Evergreen Capital Management’s Portfolio BCPC Stock Details BCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$291K Sell
1,764
-91
-5% -$15.5K 0.01% 1180
2026
Q2 		$313K Sell
1,855
-7
-0.4% -$1.16K 0.01% 1192
2026
Q1 		$316K Buy
1,862
+67
+4% +$11.4K 0.01% 1084
2025
Q4 		$276K Sell
1,795
-4
-0.2% -$610 0.01% 1092
2025
Q3 		$270K Buy
1,799
+322
+22% +$50.7K 0.01% 1050
2025
Q2 		$235K Sell
1,477
-745
-34% -$121K 0.01% 943
2025
Q1 		$369K Buy
2,222
+327
+17% +$53.6K 0.01% 636
2024
Q4 		$311K Buy
1,895
+107
+6% +$18.6K 0.01% 717
2024
Q3 		$315K Buy
1,788
+44
+3% +$7.49K 0.01% 688
2024
Q2 		$268K Buy
+1,744
New +$263K 0.01% 703
2023
Q4 		– Sell
-1,905
Closed -$236K – 913
2023
Q3 		$236K Buy
1,905
+156
+9% +$20.7K 0.01% 648
2023
Q2 		$236K Buy
+1,749
New +$225K 0.01% 659
2022
Q2 		– Sell
-1,667
Closed -$228K – 694
2022
Q1 		$228K Buy
1,667
+239
+17% +$34.2K 0.01% 573
2021
Q4 		$241K Buy
1,428
+23
+2% +$3.69K 0.01% 539
2021
Q3 		$204K Buy
+1,405
New +$190K 0.01% 545

Other funds holding BCPC

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

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

Evergreen Capital Management reduced its Balchem Corp (BCPC) stake by 4.9% in Q3 2026, selling an estimated $15.5K and leaving 1,764 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #1180.

Evergreen Capital Management first reported a position in BCPC in Q3 2021 and has held it in 15 quarters since. The position peaked at $369K in Q1 2025. 76 funds tracked by Wall St. Rank hold BCPC as of Q3 2026.

  • Evergreen Capital Management held 1,764 shares of Balchem Corp worth $291K as of Q3 2026.
  • Evergreen Capital Management sold 91 Balchem Corp shares in Q3 2026, an estimated $15.5K.
  • Balchem Corp made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #1180 holding.
  • Evergreen Capital Management first reported a position in Balchem Corp in Q3 2021 and has held it in 15 quarters since.
  • Evergreen Capital Management's Balchem Corp position peaked at $369K in Q1 2025.
  • 76 funds tracked by Wall St. Rank held Balchem Corp as of Q3 2026.

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