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Evergreen Capital Management’s Bright Horizons BFAM Stock Holding History

Evergreen Capital Management’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,438
Closed -$216K – 389
2019
Q4 		$216K Hold
1,438
– – 0.02% 423
2019
Q3 		$219K Hold
1,438
– – 0.02% 377
2019
Q2 		$217K Buy
+1,438
New +$193K 0.02% 373

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BAMCO Inc
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evergreen Capital Management's BFAM Position: Q1 2020 in Review

Evergreen Capital Management sold out of Bright Horizons (BFAM) in Q1 2020, closing a stake of 1,438 shares — an estimated $216K sold.

Evergreen Capital Management first reported a position in BFAM in Q2 2019 and held it in 3 quarters. The position peaked at $219K in Q3 2019. 326 funds tracked by Wall St. Rank hold BFAM as of Q1 2020.

  • Evergreen Capital Management reported no remaining Bright Horizons position as of Q1 2020 after selling out during the quarter.
  • Evergreen Capital Management sold 1,438 Bright Horizons shares in Q1 2020, an estimated $216K.
  • Evergreen Capital Management first reported a position in Bright Horizons in Q2 2019 and held it in 3 quarters.
  • Evergreen Capital Management's Bright Horizons position peaked at $219K in Q3 2019.
  • 326 funds tracked by Wall St. Rank held Bright Horizons as of Q1 2020.

Based on Evergreen Capital Management's 13F filing for Q1 2020, filed 15 May 2020.