Evergreen Capital Management’s Nu Skin NUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-18,075	Closed	-$351K	–	906
2023 Q4	$351K	Buy	+18,075	New	+$334K	0.01%	533

Other funds holding NUS

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Evergreen Capital Management's NUS Position: Q1 2024 in Review

Evergreen Capital Management sold out of Nu Skin (NUS) in Q1 2024, closing a stake of 18,075 shares — an estimated $351K sold.

Evergreen Capital Management first reported a position in NUS in Q4 2023 and held it in 1 quarter. The position peaked at $351K in Q4 2023. 198 funds tracked by Wall St. Rank hold NUS as of Q1 2024.

Evergreen Capital Management reported no remaining Nu Skin position as of Q1 2024 after selling out during the quarter.
Evergreen Capital Management sold 18,075 Nu Skin shares in Q1 2024, an estimated $351K.
Evergreen Capital Management first reported a position in Nu Skin in Q4 2023 and held it in 1 quarter.
Evergreen Capital Management's Nu Skin position peaked at $351K in Q4 2023.
198 funds tracked by Wall St. Rank held Nu Skin as of Q1 2024.

Based on Evergreen Capital Management's 13F filing for Q1 2024, filed 15 May 2024.