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Evergreen Capital Management’s Fiserv FI Stock Holding History

Evergreen Capital Management’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$899K Buy
2025
Q2
$958K Sell
2025
Q1
$1.26M Buy
2024
Q4
$1.15M Buy
2024
Q3
$1M Buy
2024
Q2
$792K Buy
2024
Q1
$829K Buy
2023
Q4
$683K Buy
2023
Q3
$545K Sell
2023
Q2
$636K Sell
2023
Q1
$622K Buy
2022
Q4
$470K Buy
2022
Q3
$405K Buy
2022
Q2
$335K Sell
2022
Q1
$540K Sell
2021
Q4
$623K Sell
2021
Q3
$2.65M Buy
2021
Q2
$2.58M Buy
2021
Q1
$2.84M Buy
2020
Q4
$2.56M Buy
2020
Q3
$343K Sell
2020
Q2
$344K Sell
2020
Q1
$344K Sell
2019
Q4
$465K Buy
2019
Q3
$252K Hold
2019
Q2
$222K Buy
2019
Q1
$209K Buy
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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 Outlier Fund Trades Discover outlier trades that significantly changed a fund's stake in a stock Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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