AIM
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AIA Investment Management’s Evergy EVRG Stock Holding History

AIA 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
2020
Q3 		$102K Buy
2,012
+490
+32% +$27.4K 0.02% 234
2020
Q2 		$90K Buy
1,522
+255
+20% +$15.1K 0.02% 181
2020
Q1 		$70K Hold
1,267
– – 0.01% 191
2019
Q4 		$82K Buy
1,267
+205
+19% +$13.1K 0.1% 146
2019
Q3 		$71K Buy
+1,062
New +$67.2K 0.07% 148

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AIA Investment Management's EVRG Position: Q3 2020 in Review

AIA Investment Management increased its Evergy (EVRG) stake by 32% in Q3 2020, buying an estimated $27.4K and bringing the position to 2,012 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #234.

AIA Investment Management first reported a position in EVRG in Q3 2019 and has held it in 5 quarters since. 561 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

  • AIA Investment Management held 2,012 shares of Evergy worth $102K as of Q3 2020.
  • AIA Investment Management bought 490 Evergy shares in Q3 2020, an estimated $27.4K.
  • Evergy made up 0.02% of AIA Investment Management's portfolio in Q3 2020, its #234 holding.
  • AIA Investment Management first reported a position in Evergy in Q3 2019 and has held it in 5 quarters since.
  • 561 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.