AJO LP’s Evergy EVRG Stock Holding History

AJO LP’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 Q4	–	Sell	-2,604	Closed	-$132K	–	393
2020 Q3	$132K	Sell	2,604 -763,933	-100%	-$42.7M	﹤0.01%	623
2020 Q2	$45.4M	Buy	766,537 +629,255	+458%	+$37.3M	0.42%	74
2020 Q1	$7.56M	Buy	137,282 +131,328	+2,206%	+$8.63M	0.07%	205
2019 Q4	$387K	Sell	5,954 -75,917	-93%	-$4.84M	﹤0.01%	471
2019 Q3	$5.45M	Buy	+81,871	New	+$5.18M	0.03%	291

Other funds holding EVRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AJO LP's EVRG Position: Q4 2020 in Review

AJO LP sold out of Evergy (EVRG) in Q4 2020, closing a stake of 2,604 shares — an estimated $132K sold.

AJO LP first reported a position in EVRG in Q3 2019 and held it in 5 quarters. The position peaked at $45.4M in Q2 2020. 592 funds tracked by Wall St. Rank hold EVRG as of Q4 2020.

AJO LP reported no remaining Evergy position as of Q4 2020 after selling out during the quarter.
AJO LP sold 2,604 Evergy shares in Q4 2020, an estimated $132K.
AJO LP first reported a position in Evergy in Q3 2019 and held it in 5 quarters.
AJO LP's Evergy position peaked at $45.4M in Q2 2020.
592 funds tracked by Wall St. Rank held Evergy as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.