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Evergreen Capital Management’s Gladstone Investment Corp GAIN Stock Holding History

Evergreen Capital Management’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,373
Closed -$145K – 1025
2024
Q2 		$145K Hold
10,373
– – 0.01% 892
2024
Q1 		$148K Buy
+10,373
New +$147K 0.01% 821

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Evergreen Capital Management's GAIN Position: Q3 2024 in Review

Evergreen Capital Management sold out of Gladstone Investment Corp (GAIN) in Q3 2024, closing a stake of 10,373 shares — an estimated $145K sold.

Evergreen Capital Management first reported a position in GAIN in Q1 2024 and held it in 2 quarters. The position peaked at $148K in Q1 2024. 81 funds tracked by Wall St. Rank hold GAIN as of Q3 2024.

  • Evergreen Capital Management reported no remaining Gladstone Investment Corp position as of Q3 2024 after selling out during the quarter.
  • Evergreen Capital Management sold 10,373 Gladstone Investment Corp shares in Q3 2024, an estimated $145K.
  • Evergreen Capital Management first reported a position in Gladstone Investment Corp in Q1 2024 and held it in 2 quarters.
  • Evergreen Capital Management's Gladstone Investment Corp position peaked at $148K in Q1 2024.
  • 81 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q3 2024.

Based on Evergreen Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.