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Evergreen Capital Management’s Cerence CRNC Stock Holding History

Evergreen Capital Management’s Portfolio CRNC Stock Details CRNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,873
Closed -$220K – 665
2021
Q4 		$220K Sell
2,873
-517
-15% -$45.6K 0.01% 567
2021
Q3 		$326K Sell
3,390
-30
-0.9% -$3.27K 0.01% 418
2021
Q2 		$365K Buy
3,420
+97
+3% +$9.55K 0.02% 378
2021
Q1 		$298K Buy
3,323
+232
+8% +$25.5K 0.02% 397
2020
Q4 		$311K Buy
+3,091
New +$230K 0.02% 340

Other funds holding CRNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Evergreen Capital Management's CRNC Position: Q1 2022 in Review

Evergreen Capital Management sold out of Cerence (CRNC) in Q1 2022, closing a stake of 2,873 shares — an estimated $220K sold.

Evergreen Capital Management first reported a position in CRNC in Q4 2020 and held it in 5 quarters. The position peaked at $365K in Q2 2021. 286 funds tracked by Wall St. Rank hold CRNC as of Q1 2022.

  • Evergreen Capital Management reported no remaining Cerence position as of Q1 2022 after selling out during the quarter.
  • Evergreen Capital Management sold 2,873 Cerence shares in Q1 2022, an estimated $220K.
  • Evergreen Capital Management first reported a position in Cerence in Q4 2020 and held it in 5 quarters.
  • Evergreen Capital Management's Cerence position peaked at $365K in Q2 2021.
  • 286 funds tracked by Wall St. Rank held Cerence as of Q1 2022.

Based on Evergreen Capital Management's 13F filing for Q1 2022, filed 16 May 2022.