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Evergreen Capital Management’s Telephone and Data Systems TDS Stock Holding History

Evergreen Capital Management’s Portfolio TDS Stock Details TDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$512K Sell
12,168
-22
-0.2% -$967 0.01% 772
2025
Q4 		$500K Sell
12,190
-115
-0.9% -$4.48K 0.01% 742
2025
Q3 		$483K Buy
12,305
+1,619
+15% +$62.3K 0.01% 677
2025
Q2 		$380K Sell
10,686
-544
-5% -$19.1K 0.01% 688
2025
Q1 		$435K Buy
11,230
+222
+2% +$8K 0.01% 563
2024
Q4 		$375K Buy
11,008
+813
+8% +$24.7K 0.01% 627
2024
Q3 		$237K Sell
10,195
-479
-4% -$10.4K 0.01% 841
2024
Q2 		$221K Sell
10,674
-637
-6% -$11.5K 0.01% 803
2024
Q1 		$181K Sell
11,311
-1,056
-9% -$18K 0.01% 809
2023
Q4 		$227K Sell
12,367
-1,132
-8% -$20.9K 0.01% 718
2023
Q3 		$247K Sell
13,499
-5,926
-31% -$85.6K 0.01% 629
2023
Q2 		$160K Buy
19,425
+8,026
+70% +$68.1K 0.01% 751
2023
Q1 		$120K Buy
+11,399
New +$133K 0.01% 686

Other funds holding TDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evergreen Capital Management's TDS Position: Q1 2026 in Review

Evergreen Capital Management reduced its Telephone and Data Systems (TDS) stake by 0.18% in Q1 2026, selling an estimated $967 and leaving 12,168 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #772.

Evergreen Capital Management first reported a position in TDS in Q1 2023 and has held it in 13 quarters since. 354 funds tracked by Wall St. Rank hold TDS as of Q1 2026.

  • Evergreen Capital Management held 12,168 shares of Telephone and Data Systems worth $512K as of Q1 2026.
  • Evergreen Capital Management sold 22 Telephone and Data Systems shares in Q1 2026, an estimated $967.
  • Telephone and Data Systems made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #772 holding.
  • Evergreen Capital Management first reported a position in Telephone and Data Systems in Q1 2023 and has held it in 13 quarters since.
  • 354 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.