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Evergreen Private Wealth’s NioCorp Developments NB Stock Holding History

Evergreen Private Wealth’s Portfolio NB Stock Details NB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-710
Closed -$4.74K – 174
2025
Q3 		$4.74K Buy
+710
New +$3K ﹤0.01% 179

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Private Management Group
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State Street
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Alyeska Investment Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DAMU
Deltroit Asset Management (UK) London $695M AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evergreen Private Wealth's NB Position: Q4 2025 in Review

Evergreen Private Wealth sold out of NioCorp Developments (NB) in Q4 2025, closing a stake of 710 shares — an estimated $4.74K sold.

Evergreen Private Wealth first reported a position in NB in Q3 2025 and held it in 1 quarter. The position peaked at $4.74K in Q3 2025. 189 funds tracked by Wall St. Rank hold NB as of Q4 2025.

  • Evergreen Private Wealth reported no remaining NioCorp Developments position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 710 NioCorp Developments shares in Q4 2025, an estimated $4.74K.
  • Evergreen Private Wealth first reported a position in NioCorp Developments in Q3 2025 and held it in 1 quarter.
  • Evergreen Private Wealth's NioCorp Developments position peaked at $4.74K in Q3 2025.
  • 189 funds tracked by Wall St. Rank held NioCorp Developments as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.