Evergreen Capital Management’s Covista Inc CVSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$294K	Sell	2,555 -78	-3%	-$8.33K	0.01%	1134
2025 Q4	$272K	Sell	2,633 -765	-23%	-$87.6K	0.01%	1106
2025 Q3	$525K	Buy	3,398 +391	+13%	+$50.1K	0.01%	634
2025 Q2	$383K	Buy	3,007 +247	+9%	+$29.2K	0.01%	682
2025 Q1	$278K	Buy	2,760 +181	+7%	+$18.1K	0.01%	794
2024 Q4	$234K	Buy	+2,579	New	+$216K	0.01%	878
2020 Q1	–	Sell	-6,630	Closed	-$232K	–	387
2019 Q4	$232K	Buy	6,630 +49	+0.7%	+$1.69K	0.02%	404
2019 Q3	$251K	Hold	6,581	–	–	0.02%	339
2019 Q2	$296K	Hold	6,581	–	–	0.03%	315
2019 Q1	$305K	Hold	6,581	–	–	0.03%	286
2018 Q4	$311K	Hold	6,581	–	–	0.03%	263
2018 Q3	$317K	Hold	6,581	–	–	0.03%	280
2018 Q2	$317K	Hold	6,581	–	–	0.03%	258
2018 Q1	$313K	Buy	+6,581	New	+$308K	0.03%	255

Other funds holding CVSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Evergreen Capital Management reduced its Covista Inc (CVSA) stake by 3% in Q1 2026, selling an estimated $8.33K and leaving 2,555 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #1134.

Evergreen Capital Management first reported a position in CVSA in Q1 2018 and has held it in 14 quarters since. The position peaked at $525K in Q3 2025. 353 funds tracked by Wall St. Rank hold CVSA as of Q1 2026.

Evergreen Capital Management held 2,555 shares of Covista Inc worth $294K as of Q1 2026.
Evergreen Capital Management sold 78 Covista Inc shares in Q1 2026, an estimated $8.33K.
Covista Inc made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1134 holding.
Evergreen Capital Management first reported a position in Covista Inc in Q1 2018 and has held it in 14 quarters since.
Evergreen Capital Management's Covista Inc position peaked at $525K in Q3 2025.
353 funds tracked by Wall St. Rank held Covista Inc as of Q1 2026.

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