ECM
DX

Evergreen Capital Management’s Dynex Capital DX Stock Holding History

Evergreen Capital Management’s Portfolio DX Stock Details DX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,746
Closed -$185K – 970
2024
Q1 		$185K Buy
+14,746
New +$183K 0.01% 808

Other funds holding DX

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evergreen Capital Management's DX Position: Q2 2024 in Review

Evergreen Capital Management sold out of Dynex Capital (DX) in Q2 2024, closing a stake of 14,746 shares — an estimated $185K sold.

Evergreen Capital Management first reported a position in DX in Q1 2024 and held it in 1 quarter. The position peaked at $185K in Q1 2024. 147 funds tracked by Wall St. Rank hold DX as of Q2 2024.

  • Evergreen Capital Management reported no remaining Dynex Capital position as of Q2 2024 after selling out during the quarter.
  • Evergreen Capital Management sold 14,746 Dynex Capital shares in Q2 2024, an estimated $185K.
  • Evergreen Capital Management first reported a position in Dynex Capital in Q1 2024 and held it in 1 quarter.
  • Evergreen Capital Management's Dynex Capital position peaked at $185K in Q1 2024.
  • 147 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2024.

Based on Evergreen Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.