Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
EVERGREEN CAPITAL MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 1270 | 2,447,379,541 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MICROSOFT CORP | COM | 1 | $90,565,149 | 240,840 | 0.00 | 0.00 | -32,890 | -12.02 | 12-31-2023 |
PACCAR INC | COM | 2 | $68,644,309 | 680,623 | 0.00 | 0.00 | 11,513 | 1.72 | 12-31-2023 |
SPDR SER TR | PORTFOLIO SH TSR | 3 | $62,712,986 | 2,158,795 | 0.00 | 0.00 | -680,480 | -23.97 | 12-31-2023 |
APPLE INC | COM | 4 | $62,673,711 | 325,527 | 0.00 | 0.00 | 4,741 | 1.48 | 12-31-2023 |