Andrew C. Karlinski’s Evergy EVRG Stock Holding History

Andrew C. Karlinski’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 Q4	–	Sell	-34	Closed	-$2K	–	65
2022 Q3	$2K	Buy	34 +1	+3%	+$67	﹤0.01%	217
2022 Q2	$2K	Hold	33	–	–	﹤0.01%	253
2022 Q1	$2K	Buy	+33	New	+$2.13K	﹤0.01%	250

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

MAM

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

Andrew C. Karlinski's EVRG Position: Q4 2022 in Review

Andrew C. Karlinski sold out of Evergy (EVRG) in Q4 2022, closing a stake of 34 shares — an estimated $2K sold.

Andrew C. Karlinski first reported a position in EVRG in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 686 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

Andrew C. Karlinski reported no remaining Evergy position as of Q4 2022 after selling out during the quarter.
Andrew C. Karlinski sold 34 Evergy shares in Q4 2022, an estimated $2K.
Andrew C. Karlinski first reported a position in Evergy in Q1 2022 and held it in 3 quarters.
Andrew C. Karlinski's Evergy position peaked at $2K in Q3 2022.
686 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.