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Evergreen Capital Management’s Broadstone Net Lease BNL Stock Holding History

Evergreen Capital Management’s Portfolio BNL Stock Details BNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,065
Closed -$147K – 857
2023
Q3 		$147K Buy
+10,065
New +$161K 0.01% 738

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CIM
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CIMLRA
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Evergreen Capital Management's BNL Position: Q4 2023 in Review

Evergreen Capital Management sold out of Broadstone Net Lease (BNL) in Q4 2023, closing a stake of 10,065 shares — an estimated $147K sold.

Evergreen Capital Management first reported a position in BNL in Q3 2023 and held it in 1 quarter. The position peaked at $147K in Q3 2023. 278 funds tracked by Wall St. Rank hold BNL as of Q4 2023.

  • Evergreen Capital Management reported no remaining Broadstone Net Lease position as of Q4 2023 after selling out during the quarter.
  • Evergreen Capital Management sold 10,065 Broadstone Net Lease shares in Q4 2023, an estimated $147K.
  • Evergreen Capital Management first reported a position in Broadstone Net Lease in Q3 2023 and held it in 1 quarter.
  • Evergreen Capital Management's Broadstone Net Lease position peaked at $147K in Q3 2023.
  • 278 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q4 2023.

Based on Evergreen Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.