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Evergreen Capital Management’s Sphere Entertainment SPHR Stock Holding History

Evergreen Capital Management’s Portfolio SPHR Stock Details SPHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-39,270
Closed -$1.58M – 1172
2024
Q4 		$1.58M Sell
39,270
-245
-0.6% -$10.2K 0.05% 285
2024
Q3 		$1.75M Sell
39,515
-320
-0.8% -$13.8K 0.06% 268
2024
Q2 		$1.4M Buy
+39,835
New +$1.55M 0.05% 277

Other funds holding SPHR

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Evergreen Capital Management's SPHR Position: Q1 2025 in Review

Evergreen Capital Management sold out of Sphere Entertainment (SPHR) in Q1 2025, closing a stake of 39,270 shares — an estimated $1.58M sold.

Evergreen Capital Management first reported a position in SPHR in Q2 2024 and held it in 3 quarters. The position peaked at $1.75M in Q3 2024. 212 funds tracked by Wall St. Rank hold SPHR as of Q1 2025.

  • Evergreen Capital Management reported no remaining Sphere Entertainment position as of Q1 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 39,270 Sphere Entertainment shares in Q1 2025, an estimated $1.58M.
  • Evergreen Capital Management first reported a position in Sphere Entertainment in Q2 2024 and held it in 3 quarters.
  • Evergreen Capital Management's Sphere Entertainment position peaked at $1.75M in Q3 2024.
  • 212 funds tracked by Wall St. Rank held Sphere Entertainment as of Q1 2025.

Based on Evergreen Capital Management's 13F filing for Q1 2025, filed 15 May 2025.