Evergreen Capital Management’s Tidewater TDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$407K	Buy	4,871 +556	+13%	+$38.7K	0.01%	921
2025 Q4	$218K	Sell	4,315 -1,124	-21%	-$59.4K	﹤0.01%	1255
2025 Q3	$290K	Buy	5,439 +552	+11%	+$30.3K	0.01%	999
2025 Q2	$225K	Buy	+4,887	New	+$198K	0.01%	966
2024 Q4	–	Sell	-3,832	Closed	-$275K	–	1117
2024 Q3	$275K	Buy	3,832 +1,536	+67%	+$134K	0.01%	751
2024 Q2	$219K	Buy	+2,296	New	+$226K	0.01%	813
2024 Q1	–	Sell	-3,064	Closed	-$221K	–	926
2023 Q4	$221K	Sell	3,064 -19	-0.6%	-$1.23K	0.01%	735
2023 Q3	$219K	Buy	+3,083	New	+$195K	0.01%	675

Other funds holding TDW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return