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Ameritas Investment Company’s Evergy EVRG Stock Holding History

Ameritas Investment Company’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
2021
Q3 		$220K Buy
3,535
+2,196
+164% +$144K 0.01% 649
2021
Q2 		$207K Buy
1,339
+841
+169% +$52.6K 0.01% 699
2021
Q1 		$29.6K Buy
+498
New +$27.6K ﹤0.01% 1129
2020
Q2 		– Sell
-2,138
Closed -$114K – 691
2020
Q1 		$114K Buy
2,138
+352
+20% +$23.1K 0.02% 466
2019
Q4 		$116K Buy
1,786
+91
+5% +$5.8K 0.02% 440
2019
Q3 		$113K Buy
+1,695
New +$107K 0.02% 452
2019
Q1 		– Sell
-3,047
Closed -$173K – 1235
2018
Q4 		$173K Buy
+3,047
New +$176K 0.04% 316

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 $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameritas Investment Company's EVRG Position: Q3 2021 in Review

Ameritas Investment Company increased its Evergy (EVRG) stake by 164% in Q3 2021, buying an estimated $144K and bringing the position to 3,535 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #649.

Ameritas Investment Company first reported a position in EVRG in Q4 2018 and has held it in 7 quarters since. 592 funds tracked by Wall St. Rank hold EVRG as of Q3 2021.

  • Ameritas Investment Company held 3,535 shares of Evergy worth $220K as of Q3 2021.
  • Ameritas Investment Company bought 2,196 Evergy shares in Q3 2021, an estimated $144K.
  • Evergy made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #649 holding.
  • Ameritas Investment Company first reported a position in Evergy in Q4 2018 and has held it in 7 quarters since.
  • 592 funds tracked by Wall St. Rank held Evergy as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.