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Evergreen Capital Management’s TFS Financial TFSL Stock Holding History

Evergreen Capital Management’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,982
Closed -$139K – 1065
2024
Q2 		$139K Buy
+10,982
New +$138K 0.01% 896
2023
Q4 		– Sell
-21,959
Closed -$260K – 904
2023
Q3 		$260K Buy
21,959
+62
+0.3% +$831 0.01% 610
2023
Q2 		$275K Buy
+21,897
New +$265K 0.01% 601
2023
Q1 		– Sell
-17,020
Closed -$245K – 759
2022
Q4 		$245K Buy
+17,020
New +$233K 0.01% 547

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Evergreen Capital Management's TFSL Position: Q3 2024 in Review

Evergreen Capital Management sold out of TFS Financial (TFSL) in Q3 2024, closing a stake of 10,982 shares — an estimated $139K sold.

Evergreen Capital Management first reported a position in TFSL in Q4 2022 and held it in 4 quarters. The position peaked at $275K in Q2 2023. 166 funds tracked by Wall St. Rank hold TFSL as of Q3 2024.

  • Evergreen Capital Management reported no remaining TFS Financial position as of Q3 2024 after selling out during the quarter.
  • Evergreen Capital Management sold 10,982 TFS Financial shares in Q3 2024, an estimated $139K.
  • Evergreen Capital Management first reported a position in TFS Financial in Q4 2022 and held it in 4 quarters.
  • Evergreen Capital Management's TFS Financial position peaked at $275K in Q2 2023.
  • 166 funds tracked by Wall St. Rank held TFS Financial as of Q3 2024.

Based on Evergreen Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.