Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERGREEN CAPITAL MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 1270 | 2,447,379,541 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTUIT | COM | 251 | $2,609,434 | 4,175 | 0.00 | 0.00 | 59 | 1.43 | 12-31-2023 |
| UBER TECHNOLOGIES INC | COM | 252 | $2,513,042 | 40,816 | 0.00 | 0.00 | 13,799 | 51.08 | 12-31-2023 |
| SUNCOR ENERGY INC NEW | COM | 253 | $2,489,445 | 77,698 | 0.00 | 0.00 | 46 | 0.06 | 12-31-2023 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | 254 | $2,476,922 | 37,113 | 0.00 | 37,113 | +Inf | 12-31-2023 |
