Evergreen Capital Management’s Cemex CX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-15,374	Closed	-$109K	–	807
2023 Q2	$109K	Hold	15,374	–	–	﹤0.01%	773
2023 Q1	$85K	Hold	15,374	–	–	﹤0.01%	696
2022 Q4	$62.3K	Buy	15,374 +57	+0.4%	+$228	﹤0.01%	665
2022 Q3	$53K	Buy	+15,317	New	+$60.6K	﹤0.01%	606
2022 Q2	–	Sell	-10,614	Closed	-$56K	–	597
2022 Q1	$56K	Buy	10,614 +415	+4%	+$2.35K	﹤0.01%	652
2021 Q4	$69K	Buy	+10,199	New	+$66.4K	﹤0.01%	625
2019 Q2	–	Sell	-17,834	Closed	-$83K	–	447
2019 Q1	$83K	Buy	+17,834	New	+$89.2K	0.01%	388

Other funds holding CX

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Evergreen Capital Management's CX Position: Q3 2023 in Review

Evergreen Capital Management sold out of Cemex (CX) in Q3 2023, closing a stake of 15,374 shares — an estimated $109K sold.

Evergreen Capital Management first reported a position in CX in Q1 2019 and held it in 7 quarters. The position peaked at $109K in Q2 2023. 274 funds tracked by Wall St. Rank hold CX as of Q3 2023.

Evergreen Capital Management reported no remaining Cemex position as of Q3 2023 after selling out during the quarter.
Evergreen Capital Management sold 15,374 Cemex shares in Q3 2023, an estimated $109K.
Evergreen Capital Management first reported a position in Cemex in Q1 2019 and held it in 7 quarters.
Evergreen Capital Management's Cemex position peaked at $109K in Q2 2023.
274 funds tracked by Wall St. Rank held Cemex as of Q3 2023.

Based on Evergreen Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.