Evergreen Capital Management
JCP

Evergreen Capital Management’s J.C. Penney Company, Inc. JCP Stock Holding History

Evergreen Capital Management’s Portfolio JCP Stock Details JCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-40,000
Closed -$45K – 518
2019
Q4 		$45K Hold
40,000
– – ﹤0.01% 466
2019
Q3 		$36K Buy
40,000
+12,000
+43% +$10.1K ﹤0.01% 415
2019
Q2 		$32K Hold
28,000
– – ﹤0.01% 437
2019
Q1 		$42K Hold
28,000
– – ﹤0.01% 402
2018
Q4 		$29K Buy
28,000
+4,575
+20% +$6.42K ﹤0.01% 379
2018
Q3 		$39K Buy
23,425
+7,371
+46% +$15.6K ﹤0.01% 393
2018
Q2 		$38K Buy
+16,054
New +$45.3K ﹤0.01% 368

Other funds holding JCP

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HSC
Harbor Spring Capital New York $12.3M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 JCP Position: Q1 2020 in Review

Evergreen Capital Management sold out of J.C. Penney Company, Inc. (JCP) in Q1 2020, closing a stake of 40,000 shares — an estimated $45K sold.

Evergreen Capital Management first reported a position in JCP in Q2 2018 and held it in 7 quarters. The position peaked at $45K in Q4 2019. 202 funds tracked by Wall St. Rank hold JCP as of Q1 2020.

  • Evergreen Capital Management reported no remaining J.C. Penney Company, Inc. position as of Q1 2020 after selling out during the quarter.
  • Evergreen Capital Management sold 40,000 J.C. Penney Company, Inc. shares in Q1 2020, an estimated $45K.
  • Evergreen Capital Management first reported a position in J.C. Penney Company, Inc. in Q2 2018 and held it in 7 quarters.
  • Evergreen Capital Management's J.C. Penney Company, Inc. position peaked at $45K in Q4 2019.
  • 202 funds tracked by Wall St. Rank held J.C. Penney Company, Inc. as of Q1 2020.

Based on Evergreen Capital Management's 13F filing for Q1 2020, filed 15 May 2020.