Anchor Investment Management’s Evergy EVRG Stock Holding History

Anchor 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
2022 Q1	–	Sell	-4,000	Closed	-$274K	–	1007
2021 Q4	$274K	Hold	4,000	–	–	0.03%	338
2021 Q3	$249K	Hold	4,000	–	–	0.03%	323
2021 Q2	$242K	Hold	4,000	–	–	0.03%	333
2021 Q1	$238K	Hold	4,000	–	–	0.04%	314
2020 Q4	$222K	Hold	4,000	–	–	0.04%	280
2020 Q3	$203K	Hold	4,000	–	–	0.04%	275
2020 Q2	$237K	Hold	4,000	–	–	0.05%	234
2020 Q1	$220K	Hold	4,000	–	–	0.06%	226
2019 Q4	$260K	Sell	4,000 -110	-3%	-$7.01K	0.06%	251
2019 Q3	$274K	Sell	4,110 -40	-1%	-$2.53K	0.06%	238
2019 Q2	$250K	Hold	4,150	–	–	0.06%	258
2019 Q1	$241K	Hold	4,150	–	–	0.06%	252
2018 Q4	$236K	Hold	4,150	–	–	0.07%	239
2018 Q3	$228K	Sell	4,150 -667	-14%	-$37.7K	0.05%	275
2018 Q2	$270K	Buy	+4,817	New	+$258K	0.07%	253

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Anchor Investment Management's EVRG Position: Q1 2022 in Review

Anchor Investment Management sold out of Evergy (EVRG) in Q1 2022, closing a stake of 4,000 shares — an estimated $274K sold.

Anchor Investment Management first reported a position in EVRG in Q2 2018 and held it in 15 quarters. The position peaked at $274K in Q4 2021. 640 funds tracked by Wall St. Rank hold EVRG as of Q1 2022.

Anchor Investment Management reported no remaining Evergy position as of Q1 2022 after selling out during the quarter.
Anchor Investment Management sold 4,000 Evergy shares in Q1 2022, an estimated $274K.
Anchor Investment Management first reported a position in Evergy in Q2 2018 and held it in 15 quarters.
Anchor Investment Management's Evergy position peaked at $274K in Q4 2021.
640 funds tracked by Wall St. Rank held Evergy as of Q1 2022.

Based on Anchor Investment Management's 13F filing for Q1 2022, filed 2 Jan 2024.