Evergreen Capital Management’s ProShares UltraShort Utilities SDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,922	Closed	-$127K	–	753
2022 Q4	$127K	Buy	+2,922	New	+$140K	0.01%	647

Other funds holding SDP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evergreen Capital Management's SDP Position: Q1 2023 in Review

Evergreen Capital Management sold out of ProShares UltraShort Utilities (SDP) in Q1 2023, closing a stake of 2,922 shares — an estimated $127K sold.

Evergreen Capital Management first reported a position in SDP in Q4 2022 and held it in 1 quarter. The position peaked at $127K in Q4 2022. 4 funds tracked by Wall St. Rank hold SDP as of Q1 2023.

Evergreen Capital Management reported no remaining ProShares UltraShort Utilities position as of Q1 2023 after selling out during the quarter.
Evergreen Capital Management sold 2,922 ProShares UltraShort Utilities shares in Q1 2023, an estimated $127K.
Evergreen Capital Management first reported a position in ProShares UltraShort Utilities in Q4 2022 and held it in 1 quarter.
Evergreen Capital Management's ProShares UltraShort Utilities position peaked at $127K in Q4 2022.
4 funds tracked by Wall St. Rank held ProShares UltraShort Utilities as of Q1 2023.

Based on Evergreen Capital Management's 13F filing for Q1 2023, filed 15 May 2023.