Alpha Windward’s Evergy EVRG Stock Holding History

Alpha Windward’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	-199	Closed	-$10K	–	114
2020 Q3	$10K	Sell	199 -5,989	-97%	-$335K	0.01%	355
2020 Q2	$367K	Sell	6,188 -725	-10%	-$42.9K	0.28%	139
2020 Q1	$381K	Buy	6,913 +6,540	+1,753%	+$430K	0.34%	54
2019 Q4	$24K	Buy	+373	New	+$23.8K	0.02%	322
2019 Q2	–	Sell	-169	Closed	-$10K	–	421
2019 Q1	$10K	Hold	169	–	–	0.01%	370
2018 Q4	$10K	Sell	169 -444	-72%	-$25.6K	0.01%	362
2018 Q3	$34K	Buy	+613	New	+$34.7K	0.02%	336

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

Alpha Windward's EVRG Position: Q4 2020 in Review

Alpha Windward sold out of Evergy (EVRG) in Q4 2020, closing a stake of 199 shares — an estimated $10K sold.

Alpha Windward first reported a position in EVRG in Q3 2018 and held it in 7 quarters. The position peaked at $381K in Q1 2020. 592 funds tracked by Wall St. Rank hold EVRG as of Q4 2020.

Alpha Windward reported no remaining Evergy position as of Q4 2020 after selling out during the quarter.
Alpha Windward sold 199 Evergy shares in Q4 2020, an estimated $10K.
Alpha Windward first reported a position in Evergy in Q3 2018 and held it in 7 quarters.
Alpha Windward's Evergy position peaked at $381K in Q1 2020.
592 funds tracked by Wall St. Rank held Evergy as of Q4 2020.

Based on Alpha Windward's 13F filing for Q4 2020.