Fidelity fund shares owned by Evergreen Capital Management
Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Evergreen Capital Management
from 13F filings
Historical chart of Evergreen Capital Management investment in Fidelity fund
Tip: Access up to 7 years of quarterly data
All positions including Fidelity fund held by Evergreen Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Fidelity fund by Evergreen Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 36k | 31.28 |
| 2025-06-30 | $1.1M | 36k | 29.34 |
| 2025-03-31 | $955k | 36k | 26.65 |
| 2024-12-31 | $867k | 36k | 24.21 |
| 2024-09-30 | $951k | 36k | 26.55 |
| 2024-06-30 | $902k | 36k | 25.17 |
| 2024-03-31 | $911k | 36k | 25.43 |
| 2023-12-31 | $875k | 36k | 24.42 |
| 2023-09-30 | $818k | 36k | 22.83 |
| 2023-06-30 | $834k | 36k | 23.29 |
| 2023-03-31 | $811k | 36k | 22.63 |
| 2022-12-31 | $755k | 36k | 21.08 |
| 2022-09-30 | $631k | 36k | 17.61 |
| 2022-06-30 | $725k | 36k | 20.24 |
| 2022-03-31 | $840k | 36k | 23.45 |
| 2021-12-31 | $874k | 36k | 24.40 |
| 2021-09-30 | $853k | 36k | 23.81 |
| 2021-06-30 | $871k | 36k | 24.31 |
| 2021-03-31 | $842k | 36k | 23.50 |
| 2020-12-31 | $783k | 36k | 21.86 |
| 2020-09-30 | $894k | 47k | 18.89 |
| 2020-06-30 | $989k | 53k | 18.55 |
| 2020-03-31 | $966k | 58k | 16.58 |
| 2019-12-31 | $1.3M | 55k | 22.92 |
More positions owned by Evergreen Capital Management
View all positions for Evergreen Capital Management