Evergreen Capital Management’s Wellcare Health Plans, Inc. WCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,265	Closed	-$418K	–	519
2019 Q4	$418K	Hold	1,265	–	–	0.03%	277
2019 Q3	$328K	Hold	1,265	–	–	0.03%	292
2019 Q2	$361K	Sell	1,265 -2	-0.2%	-$551	0.03%	276
2019 Q1	$342K	Buy	1,267 +2	+0.2%	+$517	0.03%	259
2018 Q4	$299K	Sell	1,265 -43	-3%	-$11.5K	0.03%	271
2018 Q3	$419K	Buy	1,308 +43	+3%	+$12.2K	0.04%	239
2018 Q2	$311K	Buy	1,265 +28	+2%	+$6.1K	0.03%	263
2018 Q1	$240K	Buy	+1,237	New	+$248K	0.02%	302

Other funds holding WCG

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

JGGDR

JGP Global Gestao de Recursos Rio De Janeiro, Brazil $45.3M AUM 42.75% 1-Year Est. Return

Evergreen Capital Management's WCG Position: Q1 2020 in Review

Evergreen Capital Management sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 1,265 shares — an estimated $418K sold.

Evergreen Capital Management first reported a position in WCG in Q1 2018 and held it in 8 quarters. The position peaked at $419K in Q3 2018. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

Evergreen Capital Management reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
Evergreen Capital Management sold 1,265 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $418K.
Evergreen Capital Management first reported a position in Wellcare Health Plans, Inc. in Q1 2018 and held it in 8 quarters.
Evergreen Capital Management's Wellcare Health Plans, Inc. position peaked at $419K in Q3 2018.
2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on Evergreen Capital Management's 13F filing for Q1 2020, filed 15 May 2020.