Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
ECM
Evergreen Capital Management’s
Ennis
EBF
Stock Holding History
Evergreen Capital Management’s Portfolio
EBF Stock Details
EBF Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$470K
Buy
21,939
+1,884
+9%
+$38.1K
0.01%
826
2025
Q4
$361K
Buy
+20,055
New
+$350K
0.01%
931
2024
Q4
–
Sell
-9,169
Closed
-$223K
–
1080
2024
Q3
$223K
Buy
+9,169
New
+$212K
0.01%
869
2024
Q1
–
Sell
-16,291
Closed
-$357K
–
891
2023
Q4
$357K
Sell
16,291
-78
-0.5%
-$1.68K
0.01%
526
2023
Q3
$347K
Buy
16,369
+442
+3%
+$9.39K
0.02%
505
2023
Q2
$325K
Buy
+15,927
New
+$321K
0.01%
527
2022
Q4
–
Sell
-10,369
Closed
-$209K
–
686
2022
Q3
$209K
Buy
+10,369
New
+$219K
0.01%
547
Other funds holding EBF
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Mirae Asset Global ETFs Holdings
Causeway Bay, Hong Kong
$73.7B AUM
53.56%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close