UBS Group’s Evergreen Corporation Class A Ordinary Share EVGR Stock Holding History

UBS Group’s Portfolio EVGR Stock Details EVGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-97	Closed	-$1.15K	–	11004
2024 Q4	$1.15K	Buy	97 +96	+9,600%	+$1.13K	﹤0.01%	9299
2024 Q3	$12	Sell	1 -76	-99%	-$881	﹤0.01%	9347
2024 Q2	$884	Sell	77 -4	-5%	-$46	﹤0.01%	8750
2024 Q1	$919	Sell	81 -1,819	-96%	-$20.5K	﹤0.01%	8305
2023 Q4	$21.2K	Buy	+1,900	New	+$21K	﹤0.01%	7073
2023 Q3	–	Sell	-1,433	Closed	-$15.5K	–	10101
2023 Q2	$15.5K	Buy	+1,433	New	+$15.2K	﹤0.01%	6985
2023 Q1	–	Sell	-260	Closed	-$2.67K	–	10610
2022 Q4	$2.67K	Sell	260 -352	-58%	-$3.58K	﹤0.01%	9639
2022 Q3	$6K	Hold	612	–	–	﹤0.01%	9090
2022 Q2	$6K	Buy	+612	New	+$6.1K	﹤0.01%	8747

Other funds holding EVGR

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

UBS Group's EVGR Position: Q1 2025 in Review

UBS Group sold out of Evergreen Corporation Class A Ordinary Share (EVGR) in Q1 2025, closing a stake of 97 shares — an estimated $1.15K sold.

UBS Group first reported a position in EVGR in Q2 2022 and held it in 9 quarters. The position peaked at $21.2K in Q4 2023. 3 funds tracked by Wall St. Rank hold EVGR as of Q1 2025.

UBS Group reported no remaining Evergreen Corporation Class A Ordinary Share position as of Q1 2025 after selling out during the quarter.
UBS Group sold 97 Evergreen Corporation Class A Ordinary Share shares in Q1 2025, an estimated $1.15K.
UBS Group first reported a position in Evergreen Corporation Class A Ordinary Share in Q2 2022 and held it in 9 quarters.
UBS Group's Evergreen Corporation Class A Ordinary Share position peaked at $21.2K in Q4 2023.
3 funds tracked by Wall St. Rank held Evergreen Corporation Class A Ordinary Share as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.