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Evergreen Capital Management’s Insteel Industries IIIN Stock Holding History

Evergreen Capital Management’s Portfolio IIIN Stock Details IIIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,679
Closed -$217K – 975
2024
Q1 		$217K Buy
+5,679
New +$202K 0.01% 767
2023
Q4 		– Sell
-7,167
Closed -$233K – 874
2023
Q3 		$233K Buy
7,167
+238
+3% +$7.64K 0.01% 654
2023
Q2 		$216K Buy
+6,929
New +$205K 0.01% 696

Other funds holding IIIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Evergreen Capital Management sold out of Insteel Industries (IIIN) in Q2 2024, closing a stake of 5,679 shares — an estimated $217K sold.

Evergreen Capital Management first reported a position in IIIN in Q2 2023 and held it in 3 quarters. The position peaked at $233K in Q3 2023. 144 funds tracked by Wall St. Rank hold IIIN as of Q2 2024.

  • Evergreen Capital Management reported no remaining Insteel Industries position as of Q2 2024 after selling out during the quarter.
  • Evergreen Capital Management sold 5,679 Insteel Industries shares in Q2 2024, an estimated $217K.
  • Evergreen Capital Management first reported a position in Insteel Industries in Q2 2023 and held it in 3 quarters.
  • Evergreen Capital Management's Insteel Industries position peaked at $233K in Q3 2023.
  • 144 funds tracked by Wall St. Rank held Insteel Industries as of Q2 2024.

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