Ownership history in Evergreen Private Wealth LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Evergreen Private Wealth LLC reported a position in APPLIED MATLS INC (AMAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Evergreen Private Wealth LLC outperformed the S&P 500 by +2.9% annually on this AMAT position. Timing score: 29% (2/7 decisions correct). Average cost basis: $174.57. Maximum drawdown during holding period: β38.1%.
β
Outperformed SPY on this position by 2.9% ann.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 7 add/trim decisions correct
Best entry: $143.83 (2025 Q1) Β· Worst: $232.37 (2024 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 3 trims. Bought during 3 of 3 down-price quarters. π More buys than sells across the holding period.
π Evergreen Private Wealth LLC has been actively increasing its AMAT allocation β a bullish signal from insiders.
Currently 4.22% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size