Evergreen Capital Management
STRL icon

Evergreen Capital Management’s Sterling Infrastructure STRL Stock Holding History

Evergreen Capital Management’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$917K Sell
1,864
-48
-3% -$27K 0.02% 549
2026
Q2 		$1.6M Buy
1,912
+74
+4% +$51.9K 0.03% 379
2026
Q1 		$749K Sell
1,838
-119
-6% -$46.5K 0.02% 592
2025
Q4 		$599K Buy
1,957
+556
+40% +$192K 0.01% 645
2025
Q3 		$476K Buy
+1,401
New +$398K 0.01% 682

Other funds holding STRL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Evergreen Capital Management's STRL Position: Q3 2026 in Review

Evergreen Capital Management reduced its Sterling Infrastructure (STRL) stake by 2.5% in Q3 2026, selling an estimated $27K and leaving 1,864 shares worth $917K. The position accounts for 0.02% of the portfolio, ranked #549.

Evergreen Capital Management first reported a position in STRL in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.6M in Q2 2026. 477 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

  • Evergreen Capital Management held 1,864 shares of Sterling Infrastructure worth $917K as of Q3 2026.
  • Evergreen Capital Management sold 48 Sterling Infrastructure shares in Q3 2026, an estimated $27K.
  • Sterling Infrastructure made up 0.02% of Evergreen Capital Management's portfolio in Q3 2026, its #549 holding.
  • Evergreen Capital Management first reported a position in Sterling Infrastructure in Q3 2025 and has held it in 5 quarters since.
  • Evergreen Capital Management's Sterling Infrastructure position peaked at $1.6M in Q2 2026.
  • 477 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.