Evergreen Capital Management’s ArcelorMittal MT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$920K	Sell	17,699 -45	-0.3%	-$2.5K	0.02%	522
2025 Q4	$809K	Buy	17,744 +2,177	+14%	+$89.5K	0.02%	531
2025 Q3	$563K	Buy	15,567 +2,110	+16%	+$71.1K	0.01%	608
2025 Q2	$425K	Sell	13,457 -640	-5%	-$18.9K	0.01%	635
2025 Q1	$407K	Buy	14,097 +405	+3%	+$11.2K	0.01%	592
2024 Q4	$317K	Buy	13,692 +4,562	+50%	+$112K	0.01%	709
2024 Q3	$240K	Sell	9,130 -2,465	-21%	-$56.4K	0.01%	835
2024 Q2	$266K	Sell	11,595 -2,467	-18%	-$63.1K	0.01%	709
2024 Q1	$388K	Buy	14,062 +1,722	+14%	+$46.4K	0.01%	528
2023 Q4	$350K	Buy	+12,340	New	+$302K	0.01%	534
2022 Q3	–	Sell	-8,923	Closed	-$202K	–	629
2022 Q2	$202K	Buy	+8,923	New	+$262K	0.01%	526
2018 Q4	–	Sell	-9,070	Closed	-$280K	–	399
2018 Q3	$280K	Buy	9,070 +762	+9%	+$23.1K	0.02%	302
2018 Q2	$239K	Sell	8,308 -8	-0.1%	-$266	0.02%	312
2018 Q1	$265K	Buy	+8,316	New	+$285K	0.03%	289

Other funds holding MT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Evergreen Capital Management's MT Position: Q1 2026 in Review

Evergreen Capital Management reduced its ArcelorMittal (MT) stake by 0.25% in Q1 2026, selling an estimated $2.5K and leaving 17,699 shares worth $920K. The position accounts for 0.02% of the portfolio, ranked #522.

Evergreen Capital Management first reported a position in MT in Q1 2018 and has held it in 14 quarters since. 298 funds tracked by Wall St. Rank hold MT as of Q1 2026.

Evergreen Capital Management held 17,699 shares of ArcelorMittal worth $920K as of Q1 2026.
Evergreen Capital Management sold 45 ArcelorMittal shares in Q1 2026, an estimated $2.5K.
ArcelorMittal made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #522 holding.
Evergreen Capital Management first reported a position in ArcelorMittal in Q1 2018 and has held it in 14 quarters since.
298 funds tracked by Wall St. Rank held ArcelorMittal as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.