Achmea Investment Management’s Evergy EVRG Stock Holding History

Achmea Investment Management’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
2023 Q3	–	Sell	-331	Closed	-$20K	–	548
2023 Q2	$20K	Hold	331	–	–	﹤0.01%	629
2023 Q1	$21K	Hold	331	–	–	﹤0.01%	596
2022 Q4	$20K	Hold	331	–	–	﹤0.01%	613
2022 Q3	$20K	Hold	331	–	–	﹤0.01%	607
2022 Q2	$22K	Hold	331	–	–	﹤0.01%	592
2022 Q1	$22K	Hold	331	–	–	﹤0.01%	608
2021 Q4	$23K	Hold	331	–	–	﹤0.01%	338
2021 Q3	$21K	Buy	+331	New	+$21.7K	﹤0.01%	592
2020 Q3	–	Sell	-37,182	Closed	-$2.21M	–	504
2020 Q2	$2.21M	Hold	37,182	–	–	0.07%	180
2020 Q1	$2.05M	Buy	37,182 +29,456	+381%	+$1.94M	0.09%	149
2019 Q4	$503K	Sell	7,726 -7,293	-49%	-$465K	0.02%	449
2019 Q3	$999K	Buy	15,019 +7,293	+94%	+$461K	0.04%	359
2019 Q2	$465K	Buy	+7,726	New	+$452K	0.02%	461
2018 Q4	–	Sell	-7,726	Closed	-$424K	–	459
2018 Q3	$424K	Sell	7,726 -13,301	-63%	-$752K	0.02%	447
2018 Q2	$1.18M	Buy	+21,027	New	+$1.13M	0.04%	344

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

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

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

Achmea Investment Management's EVRG Position: Q3 2023 in Review

Achmea Investment Management sold out of Evergy (EVRG) in Q3 2023, closing a stake of 331 shares — an estimated $20K sold.

Achmea Investment Management first reported a position in EVRG in Q2 2018 and held it in 15 quarters. The position peaked at $2.21M in Q2 2020. 662 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

Achmea Investment Management reported no remaining Evergy position as of Q3 2023 after selling out during the quarter.
Achmea Investment Management sold 331 Evergy shares in Q3 2023, an estimated $20K.
Achmea Investment Management first reported a position in Evergy in Q2 2018 and held it in 15 quarters.
Achmea Investment Management's Evergy position peaked at $2.21M in Q2 2020.
662 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on Achmea Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.