Evergreen Capital Management’s Bio-Rad Laboratories Class A BIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-742	Closed	-$225K	–	1524
2025 Q4	$225K	Buy	+742	New	+$232K	0.01%	1231
2022 Q2	–	Sell	-835	Closed	-$470K	–	576
2022 Q1	$470K	Buy	835 +2	+0.2%	+$1.21K	0.02%	391
2021 Q4	$629K	Sell	833 -5	-0.6%	-$3.74K	0.03%	341
2021 Q3	$625K	Buy	838 +6	+0.7%	+$4.5K	0.03%	330
2021 Q2	$536K	Buy	832 +3	+0.4%	+$1.83K	0.03%	329
2021 Q1	$473K	Sell	829 -6	-0.7%	-$3.55K	0.02%	326
2020 Q4	$487K	Buy	835 +53	+7%	+$30.2K	0.03%	294
2020 Q3	$403K	Buy	782 +9	+1%	+$4.56K	0.03%	285
2020 Q2	$349K	Buy	+773	New	+$341K	0.03%	285

Other funds holding BIO

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Evergreen Capital Management's BIO Position: Q1 2026 in Review

Evergreen Capital Management sold out of Bio-Rad Laboratories Class A (BIO) in Q1 2026, closing a stake of 742 shares — an estimated $225K sold.

Evergreen Capital Management first reported a position in BIO in Q2 2020 and held it in 9 quarters. The position peaked at $629K in Q4 2021. 395 funds tracked by Wall St. Rank hold BIO as of Q1 2026.

Evergreen Capital Management reported no remaining Bio-Rad Laboratories Class A position as of Q1 2026 after selling out during the quarter.
Evergreen Capital Management sold 742 Bio-Rad Laboratories Class A shares in Q1 2026, an estimated $225K.
Evergreen Capital Management first reported a position in Bio-Rad Laboratories Class A in Q2 2020 and held it in 9 quarters.
Evergreen Capital Management's Bio-Rad Laboratories Class A position peaked at $629K in Q4 2021.
395 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.