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Evergreen Capital Management’s Gibraltar Industries ROCK Stock Holding History

Evergreen Capital Management’s Portfolio ROCK Stock Details ROCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,707
Closed -$217K – 1231
2025
Q1 		$217K Buy
+3,707
New +$231K 0.01% 945
2024
Q4 		– Sell
-3,457
Closed -$242K – 1110
2024
Q3 		$242K Sell
3,457
-102
-3% -$7.12K 0.01% 830
2024
Q2 		$244K Buy
3,559
+340
+11% +$24.7K 0.01% 749
2024
Q1 		$259K Buy
3,219
+51
+2% +$4.06K 0.01% 692
2023
Q4 		$250K Buy
+3,168
New +$216K 0.01% 675

Other funds holding ROCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evergreen Capital Management's ROCK Position: Q2 2025 in Review

Evergreen Capital Management sold out of Gibraltar Industries (ROCK) in Q2 2025, closing a stake of 3,707 shares — an estimated $217K sold.

Evergreen Capital Management first reported a position in ROCK in Q4 2023 and held it in 5 quarters. The position peaked at $259K in Q1 2024. 266 funds tracked by Wall St. Rank hold ROCK as of Q2 2025.

  • Evergreen Capital Management reported no remaining Gibraltar Industries position as of Q2 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 3,707 Gibraltar Industries shares in Q2 2025, an estimated $217K.
  • Evergreen Capital Management first reported a position in Gibraltar Industries in Q4 2023 and held it in 5 quarters.
  • Evergreen Capital Management's Gibraltar Industries position peaked at $259K in Q1 2024.
  • 266 funds tracked by Wall St. Rank held Gibraltar Industries as of Q2 2025.

Based on Evergreen Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.