ECM
STOR

Evergreen Capital Management’s STORE Capital Corporation STOR Stock Holding History

Evergreen Capital Management’s Portfolio STOR Stock Details STOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,469
Closed -$336K – 769
2022
Q4 		$336K Buy
10,469
+784
+8% +$24.9K 0.02% 451
2022
Q3 		$303K Buy
+9,685
New +$275K 0.02% 446

Other funds holding STOR

VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Evergreen Capital Management sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 10,469 shares — an estimated $336K sold.

Evergreen Capital Management first reported a position in STOR in Q3 2022 and held it in 2 quarters. The position peaked at $336K in Q4 2022. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • Evergreen Capital Management reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • Evergreen Capital Management sold 10,469 STORE Capital Corporation shares in Q1 2023, an estimated $336K.
  • Evergreen Capital Management first reported a position in STORE Capital Corporation in Q3 2022 and held it in 2 quarters.
  • Evergreen Capital Management's STORE Capital Corporation position peaked at $336K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

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