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Evergreen Capital Management’s Werner Enterprises WERN Stock Holding History

Evergreen Capital Management’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,988
Closed -$215K – 1185
2024
Q4 		$215K Buy
+5,988
New +$229K 0.01% 943

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Victory Capital Management
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Evergreen Capital Management's WERN Position: Q1 2025 in Review

Evergreen Capital Management sold out of Werner Enterprises (WERN) in Q1 2025, closing a stake of 5,988 shares — an estimated $215K sold.

Evergreen Capital Management first reported a position in WERN in Q4 2024 and held it in 1 quarter. The position peaked at $215K in Q4 2024. 255 funds tracked by Wall St. Rank hold WERN as of Q1 2025.

  • Evergreen Capital Management reported no remaining Werner Enterprises position as of Q1 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 5,988 Werner Enterprises shares in Q1 2025, an estimated $215K.
  • Evergreen Capital Management first reported a position in Werner Enterprises in Q4 2024 and held it in 1 quarter.
  • Evergreen Capital Management's Werner Enterprises position peaked at $215K in Q4 2024.
  • 255 funds tracked by Wall St. Rank held Werner Enterprises as of Q1 2025.

Based on Evergreen Capital Management's 13F filing for Q1 2025, filed 15 May 2025.