6 Meridian’s Evergy EVRG Stock Holding History

6 Meridian’s Portfolio EVRG Stock Details EVRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-11,779	Closed	-$648K	–	381
2020 Q1	$648K	Buy	11,779 +2,631	+29%	+$173K	0.07%	164
2019 Q4	$595K	Buy	9,148 +338	+4%	+$21.6K	0.05%	257
2019 Q3	$586K	Buy	8,810 +187	+2%	+$11.8K	0.06%	213
2019 Q2	$519K	Buy	8,623 +189	+2%	+$11.1K	0.05%	280
2019 Q1	$490K	Sell	8,434 -236	-3%	-$13.4K	0.05%	308
2018 Q4	$492K	Sell	8,670 -94	-1%	-$5.43K	0.06%	241
2018 Q3	$481K	Sell	8,764 -102	-1%	-$5.77K	0.05%	336
2018 Q2	$498K	Buy	+8,866	New	+$475K	0.05%	248

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

6 Meridian's EVRG Position: Q2 2020 in Review

6 Meridian sold out of Evergy (EVRG) in Q2 2020, closing a stake of 11,779 shares — an estimated $648K sold.

6 Meridian first reported a position in EVRG in Q2 2018 and held it in 8 quarters. The position peaked at $648K in Q1 2020. 580 funds tracked by Wall St. Rank hold EVRG as of Q2 2020.

6 Meridian reported no remaining Evergy position as of Q2 2020 after selling out during the quarter.
6 Meridian sold 11,779 Evergy shares in Q2 2020, an estimated $648K.
6 Meridian first reported a position in Evergy in Q2 2018 and held it in 8 quarters.
6 Meridian's Evergy position peaked at $648K in Q1 2020.
580 funds tracked by Wall St. Rank held Evergy as of Q2 2020.

Based on 6 Meridian's 13F filing for Q2 2020, filed 9 Jul 2020.