ECM
WASH icon

Evergreen Capital Management’s Washington Trust Bancorp WASH Stock Holding History

Evergreen Capital Management’s Portfolio WASH Stock Details WASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,579
Closed -$284K – 910
2023
Q3 		$284K Sell
10,579
-733
-6% -$20.9K 0.01% 576
2023
Q2 		$306K Buy
+11,312
New +$316K 0.01% 540

Other funds holding WASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Evergreen Capital Management sold out of Washington Trust Bancorp (WASH) in Q4 2023, closing a stake of 10,579 shares — an estimated $284K sold.

Evergreen Capital Management first reported a position in WASH in Q2 2023 and held it in 2 quarters. The position peaked at $306K in Q2 2023. 128 funds tracked by Wall St. Rank hold WASH as of Q4 2023.

  • Evergreen Capital Management reported no remaining Washington Trust Bancorp position as of Q4 2023 after selling out during the quarter.
  • Evergreen Capital Management sold 10,579 Washington Trust Bancorp shares in Q4 2023, an estimated $284K.
  • Evergreen Capital Management first reported a position in Washington Trust Bancorp in Q2 2023 and held it in 2 quarters.
  • Evergreen Capital Management's Washington Trust Bancorp position peaked at $306K in Q2 2023.
  • 128 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2023.

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