Spartan Fund Management’s Evergreen Corporation Unit EVGRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$75.7K Buy
6,386
+5,010
+364% +$60.4K 0.25% 40
2024
Q3
$14.5K Buy
+1,376
New +$16.1K 0.04% 57

Other funds holding EVGRU

Spartan Fund Management's EVGRU Position: Q4 2024 in Review

Spartan Fund Management increased its Evergreen Corporation Unit (EVGRU) stake by 364% in Q4 2024, buying an estimated $60.4K and bringing the position to 6,386 shares worth $75.7K. The position accounts for 0.25% of the portfolio, ranked #40.

Spartan Fund Management first reported a position in EVGRU in Q3 2024 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold EVGRU as of Q4 2024.

  • Spartan Fund Management held 6,386 shares of Evergreen Corporation Unit worth $75.7K as of Q4 2024.
  • Spartan Fund Management bought 5,010 Evergreen Corporation Unit shares in Q4 2024, an estimated $60.4K.
  • Evergreen Corporation Unit made up 0.25% of Spartan Fund Management's portfolio in Q4 2024, its #40 holding.
  • Spartan Fund Management first reported a position in Evergreen Corporation Unit in Q3 2024 and has held it in 2 quarters since.
  • 2 funds tracked by Wall St. Rank held Evergreen Corporation Unit as of Q4 2024.

Based on Spartan Fund Management's 13F filing for Q4 2024, filed 14 Feb 2025.