Westchester Capital Management (New York)’s Evergreen Corporation Class A Ordinary Share EVGR Stock Holding History

Westchester Capital Management (New York)’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	-250,000	Closed	-$2.97M	–	207
2024 Q4	$2.97M	Hold	250,000	–	–	0.16%	81
2024 Q3	$2.92M	Buy	+250,000	New	+$2.9M	0.12%	82
2024 Q2	–	Sell	-370,000	Closed	-$4.19M	–	250
2024 Q1	$4.19M	Hold	370,000	–	–	0.15%	93
2023 Q4	$4.12M	Buy	370,000 +120,000	+48%	+$1.33M	0.14%	100
2023 Q3	$2.74M	Buy	+250,000	New	+$2.72M	0.08%	158

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

Westchester Capital Management (New York)'s EVGR Position: Q1 2025 in Review

Westchester Capital Management (New York) sold out of Evergreen Corporation Class A Ordinary Share (EVGR) in Q1 2025, closing a stake of 250,000 shares — an estimated $2.97M sold.

Westchester Capital Management (New York) first reported a position in EVGR in Q3 2023 and held it in 5 quarters. The position peaked at $4.19M in Q1 2024. 3 funds tracked by Wall St. Rank hold EVGR as of Q1 2025.

Westchester Capital Management (New York) reported no remaining Evergreen Corporation Class A Ordinary Share position as of Q1 2025 after selling out during the quarter.
Westchester Capital Management (New York) sold 250,000 Evergreen Corporation Class A Ordinary Share shares in Q1 2025, an estimated $2.97M.
Westchester Capital Management (New York) first reported a position in Evergreen Corporation Class A Ordinary Share in Q3 2023 and held it in 5 quarters.
Westchester Capital Management (New York)'s Evergreen Corporation Class A Ordinary Share position peaked at $4.19M in Q1 2024.
3 funds tracked by Wall St. Rank held Evergreen Corporation Class A Ordinary Share as of Q1 2025.

Based on Westchester Capital Management (New York)'s 13F filing for Q1 2025, filed 14 May 2025.