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Evergreen Capital Management’s Mine Safety MSA Stock Holding History

Evergreen Capital Management’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,393
Closed -$228K – 1627
2026
Q1 		$228K Buy
+1,393
New +$255K ﹤0.01% 1310
2025
Q4 		– Sell
-1,220
Closed -$210K – 1481
2025
Q3 		$210K Buy
+1,220
New +$211K 0.01% 1207

Other funds holding MSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Evergreen Capital Management's MSA Position: Q2 2026 in Review

Evergreen Capital Management sold out of Mine Safety (MSA) in Q2 2026, closing a stake of 1,393 shares — an estimated $228K sold.

Evergreen Capital Management first reported a position in MSA in Q3 2025 and held it in 2 quarters. The position peaked at $228K in Q1 2026. 458 funds tracked by Wall St. Rank hold MSA as of Q2 2026.

  • Evergreen Capital Management reported no remaining Mine Safety position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 1,393 Mine Safety shares in Q2 2026, an estimated $228K.
  • Evergreen Capital Management first reported a position in Mine Safety in Q3 2025 and held it in 2 quarters.
  • Evergreen Capital Management's Mine Safety position peaked at $228K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Mine Safety as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.