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Evergreen Capital Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Evergreen Capital Management’s Portfolio BOXX Stock Details BOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,900
Closed -$207K – 1072
2024
Q3 		$207K Buy
+1,900
New +$206K 0.01% 924

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Evergreen Capital Management's BOXX Position: Q4 2024 in Review

Evergreen Capital Management sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q4 2024, closing a stake of 1,900 shares — an estimated $207K sold.

Evergreen Capital Management first reported a position in BOXX in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 211 funds tracked by Wall St. Rank hold BOXX as of Q4 2024.

  • Evergreen Capital Management reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q4 2024 after selling out during the quarter.
  • Evergreen Capital Management sold 1,900 Alpha Architect 1-3 Month Box ETF shares in Q4 2024, an estimated $207K.
  • Evergreen Capital Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and held it in 1 quarter.
  • Evergreen Capital Management's Alpha Architect 1-3 Month Box ETF position peaked at $207K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q4 2024.

Based on Evergreen Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.