ECM
DSL

Evergreen Capital Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Evergreen Capital Management’s Portfolio DSL Stock Details DSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-204,141
Closed -$2.57M – 1166
2025
Q1 		$2.57M Sell
204,141
-650
-0.3% -$8.24K 0.09% 219
2024
Q4 		$2.57M Sell
204,791
-5,213
-2% -$66.3K 0.08% 220
2024
Q3 		$2.73M Sell
210,004
-16,419
-7% -$210K 0.09% 214
2024
Q2 		$2.83M Sell
226,423
-255
-0.1% -$3.17K 0.1% 201
2024
Q1 		$2.88M Sell
226,678
-3,924
-2% -$49.3K 0.11% 195
2023
Q4 		$2.82M Sell
230,602
-4,596
-2% -$52.9K 0.12% 197
2023
Q3 		$2.76M Sell
235,198
-2,733
-1% -$32.7K 0.12% 188
2023
Q2 		$2.83M Sell
237,931
-2,356
-1% -$27.5K 0.12% 191
2023
Q1 		$2.73M Sell
240,287
-3,284
-1% -$39.2K 0.12% 184
2022
Q4 		$2.7M Sell
243,571
-1,398
-0.6% -$15.9K 0.13% 187
2022
Q3 		$2.65M Sell
244,969
-3,232
-1% -$39.7K 0.14% 183
2022
Q2 		$3.01M Sell
248,201
-7,109
-3% -$93.8K 0.16% 160
2022
Q1 		$3.71M Sell
255,310
-21,990
-8% -$331K 0.15% 169
2021
Q4 		$4.47M Sell
277,300
-9,549
-3% -$163K 0.18% 148
2021
Q3 		$5.09M Buy
286,849
+2,368
+0.8% +$42.4K 0.23% 117
2021
Q2 		$5.15M Sell
284,481
-564
-0.2% -$10.2K 0.25% 107
2021
Q1 		$5.18M Sell
285,045
-1,102
-0.4% -$19.1K 0.27% 102
2020
Q4 		$4.74M Sell
286,147
-4,637
-2% -$75.3K 0.28% 92
2020
Q3 		$4.66M Sell
290,784
-11,386
-4% -$182K 0.32% 86
2020
Q2 		$4.64M Buy
302,170
+6,148
+2% +$85.2K 0.35% 75
2020
Q1 		$3.95M Buy
+296,022
New +$5.44M 0.37% 67
2017
Q3 		– Hold
0
– – – 148

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Evergreen Capital Management's DSL Position: Q2 2025 in Review

Evergreen Capital Management sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2025, closing a stake of 204,141 shares — an estimated $2.57M sold.

Evergreen Capital Management first reported a position in DSL in Q1 2020 and held it in 21 quarters. The position peaked at $5.18M in Q1 2021. 186 funds tracked by Wall St. Rank hold DSL as of Q2 2025.

  • Evergreen Capital Management reported no remaining DoubleLine Income Solutions Fund position as of Q2 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 204,141 DoubleLine Income Solutions Fund shares in Q2 2025, an estimated $2.57M.
  • Evergreen Capital Management first reported a position in DoubleLine Income Solutions Fund in Q1 2020 and held it in 21 quarters.
  • Evergreen Capital Management's DoubleLine Income Solutions Fund position peaked at $5.18M in Q1 2021.
  • 186 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2025.

Based on Evergreen Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.