Evergreen Capital Management’s Knowles KN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,286	Closed	-$205K	–	1139
2024 Q4	$205K	Sell	10,286 -11	-0.1%	-$205	0.01%	987
2024 Q3	$186K	Buy	+10,297	New	+$182K	0.01%	950
2024 Q2	–	Sell	-10,040	Closed	-$162K	–	980
2024 Q1	$162K	Buy	+10,040	New	+$164K	0.01%	816
2023 Q2	–	Sell	-10,536	Closed	-$179K	–	819
2023 Q1	$179K	Sell	10,536 -110	-1%	-$1.92K	0.01%	665
2022 Q4	$175K	Buy	+10,646	New	+$155K	0.01%	632

Other funds holding KN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return