Evergreen Capital Management’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$124K	Buy	12,588 +33	+0.3%	+$354	﹤0.01%	1450
2025 Q4	$133K	Buy	12,555 +44	+0.4%	+$463	﹤0.01%	1357
2025 Q3	$130K	Buy	12,511 +32	+0.3%	+$328	﹤0.01%	1270
2025 Q2	$127K	Buy	12,479 +32	+0.3%	+$305	﹤0.01%	1080
2025 Q1	$124K	Sell	12,447 -13,125	-51%	-$129K	﹤0.01%	1048
2024 Q4	$246K	Buy	25,572 +13,182	+106%	+$131K	0.01%	850
2024 Q3	$127K	Buy	12,390 +27	+0.2%	+$265	﹤0.01%	975
2024 Q2	$116K	Sell	12,363 -5,572	-31%	-$51.9K	﹤0.01%	905
2024 Q1	$174K	Buy	17,935 +27	+0.2%	+$248	0.01%	813
2023 Q4	$165K	Sell	17,908 -2,346	-12%	-$20.1K	0.01%	791
2023 Q3	$170K	Buy	20,254 +22	+0.1%	+$194	0.01%	726
2023 Q2	$176K	Buy	20,232 +23	+0.1%	+$199	0.01%	745
2023 Q1	$175K	Buy	20,209 +23	+0.1%	+$210	0.01%	667
2022 Q4	$184K	Sell	20,186 -17,576	-47%	-$150K	0.01%	629
2022 Q3	$304K	Buy	37,762 +21,362	+130%	+$192K	0.02%	442
2022 Q2	$146K	Buy	+16,400	New	+$158K	0.01%	539
2018 Q3	–	Hold	0	–	–	–	373
2018 Q2	–	Hold	0	–	–	–	348
2018 Q1	–	Hold	0	–	–	–	344
2017 Q4	–	Hold	0	–	–	–	228

Other funds holding EMD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Evergreen Capital Management's EMD Position: Q1 2026 in Review

Evergreen Capital Management increased its Western Asset Emerging Markets Debt Fund (EMD) stake by 0.26% in Q1 2026, buying an estimated $354 and bringing the position to 12,588 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Evergreen Capital Management first reported a position in EMD in Q2 2022 and has held it in 16 quarters since. The position peaked at $304K in Q3 2022. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2026.

Evergreen Capital Management held 12,588 shares of Western Asset Emerging Markets Debt Fund worth $124K as of Q1 2026.
Evergreen Capital Management bought 33 Western Asset Emerging Markets Debt Fund shares in Q1 2026, an estimated $354.
Western Asset Emerging Markets Debt Fund made up ﹤0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1450 holding.
Evergreen Capital Management first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2022 and has held it in 16 quarters since.
Evergreen Capital Management's Western Asset Emerging Markets Debt Fund position peaked at $304K in Q3 2022.
101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.