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Evergreen Capital Management’s Urban Edge Properties UE Stock Holding History

Evergreen Capital Management’s Portfolio UE Stock Details UE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,805
Closed -$262K – 1518
2025
Q3 		$262K Buy
+12,805
New +$255K 0.01% 1070
2019
Q3 		– Sell
-11,209
Closed -$194K – 471
2019
Q2 		$194K Buy
+11,209
New +$204K 0.02% 398

Other funds holding UE

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Evergreen Capital Management's UE Position: Q4 2025 in Review

Evergreen Capital Management sold out of Urban Edge Properties (UE) in Q4 2025, closing a stake of 12,805 shares — an estimated $262K sold.

Evergreen Capital Management first reported a position in UE in Q2 2019 and held it in 2 quarters. The position peaked at $262K in Q3 2025. 234 funds tracked by Wall St. Rank hold UE as of Q4 2025.

  • Evergreen Capital Management reported no remaining Urban Edge Properties position as of Q4 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 12,805 Urban Edge Properties shares in Q4 2025, an estimated $262K.
  • Evergreen Capital Management first reported a position in Urban Edge Properties in Q2 2019 and held it in 2 quarters.
  • Evergreen Capital Management's Urban Edge Properties position peaked at $262K in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.