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
GROUP 1 AUTOMOTIVE INC COM 801 $269,086 883 0.00 0.00 43 5.12 12-31-2023
WATSCO INC COM 802 $269,080 628 0.00 0.00 66 11.74 12-31-2023
FULTON FINL CORP PA COM 803 $268,558 16,149 0.00 0.00 -906 -5.31 12-31-2023
MICROCHIP TECHNOLOGY INC. COM 804 $268,106 2,973 0.00 0.00 -128 -4.13 12-31-2023
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