ECM
CMDB

Evergreen Capital Management’s Costamare Bulkers Holdings CMDB Stock Holding History

Evergreen Capital Management’s Portfolio CMDB Stock Details CMDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,535
Closed -$151K – 1535
2025
Q3 		$151K Sell
10,535
-1,173
-10% -$12K ﹤0.01% 1259
2025
Q2 		$102K Buy
+11,708
New +$116K ﹤0.01% 1098

Other funds holding CMDB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OIM
Oceanic Investment Management Douglas, Isle Of Man $118M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Evergreen Capital Management's CMDB Position: Q4 2025 in Review

Evergreen Capital Management sold out of Costamare Bulkers Holdings (CMDB) in Q4 2025, closing a stake of 10,535 shares — an estimated $151K sold.

Evergreen Capital Management first reported a position in CMDB in Q2 2025 and held it in 2 quarters. The position peaked at $151K in Q3 2025. 91 funds tracked by Wall St. Rank hold CMDB as of Q4 2025.

  • Evergreen Capital Management reported no remaining Costamare Bulkers Holdings position as of Q4 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 10,535 Costamare Bulkers Holdings shares in Q4 2025, an estimated $151K.
  • Evergreen Capital Management first reported a position in Costamare Bulkers Holdings in Q2 2025 and held it in 2 quarters.
  • Evergreen Capital Management's Costamare Bulkers Holdings position peaked at $151K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.