ECM
TWO

Evergreen Capital Management’s Two Harbors Investment TWO Stock Holding History

Evergreen Capital Management’s Portfolio TWO Stock Details TWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,270
Closed -$136K – 907
2023
Q3 		$136K Buy
+10,270
New +$138K 0.01% 743
2022
Q4 		– Sell
-4,478
Closed -$59K – 711
2022
Q3 		$59K Buy
4,478
+1,024
+30% +$19.9K ﹤0.01% 603
2022
Q2 		$69K Buy
+3,454
New +$69.9K ﹤0.01% 552

Other funds holding TWO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evergreen Capital Management's TWO Position: Q4 2023 in Review

Evergreen Capital Management sold out of Two Harbors Investment (TWO) in Q4 2023, closing a stake of 10,270 shares — an estimated $136K sold.

Evergreen Capital Management first reported a position in TWO in Q2 2022 and held it in 3 quarters. The position peaked at $136K in Q3 2023. 218 funds tracked by Wall St. Rank hold TWO as of Q4 2023.

  • Evergreen Capital Management reported no remaining Two Harbors Investment position as of Q4 2023 after selling out during the quarter.
  • Evergreen Capital Management sold 10,270 Two Harbors Investment shares in Q4 2023, an estimated $136K.
  • Evergreen Capital Management first reported a position in Two Harbors Investment in Q2 2022 and held it in 3 quarters.
  • Evergreen Capital Management's Two Harbors Investment position peaked at $136K in Q3 2023.
  • 218 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2023.

Based on Evergreen Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.