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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Dimensional Fund Advisors

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return