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Andesa Financial Management’s Evergy EVRG Stock Holding History

Andesa Financial 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
Q1 		– Sell
-4,558
Closed -$295K – 92
2019
Q4 		$295K Sell
4,558
-778
-15% -$49.6K 0.26% 78
2019
Q3 		$354K Buy
5,336
+212
+4% +$13.4K 0.34% 69
2019
Q2 		$309K Sell
5,124
-4,976
-49% -$291K 0.29% 74
2019
Q1 		$588K Buy
10,100
+5,669
+128% +$323K 0.29% 68
2018
Q4 		$254K Buy
+4,431
New +$256K 0.3% 80

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Andesa Financial Management's EVRG Position: Q1 2020 in Review

Andesa Financial Management sold out of Evergy (EVRG) in Q1 2020, closing a stake of 4,558 shares — an estimated $295K sold.

Andesa Financial Management first reported a position in EVRG in Q4 2018 and held it in 5 quarters. The position peaked at $588K in Q1 2019. 581 funds tracked by Wall St. Rank hold EVRG as of Q1 2020.

  • Andesa Financial Management reported no remaining Evergy position as of Q1 2020 after selling out during the quarter.
  • Andesa Financial Management sold 4,558 Evergy shares in Q1 2020, an estimated $295K.
  • Andesa Financial Management first reported a position in Evergy in Q4 2018 and held it in 5 quarters.
  • Andesa Financial Management's Evergy position peaked at $588K in Q1 2019.
  • 581 funds tracked by Wall St. Rank held Evergy as of Q1 2020.

Based on Andesa Financial Management's 13F filing for Q1 2020, filed 21 Apr 2020.