Aperio Group’s Evergy EVRG Stock Holding History

Aperio Group’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	$4.81M	Sell	86,613 -15,783	-15%	-$866K	0.01%	851
2020 Q3	$5.2M	Sell	102,396 -56,245	-35%	-$3.14M	0.02%	724
2020 Q2	$9.41M	Sell	158,641 -95,348	-38%	-$5.65M	0.03%	478
2020 Q1	$14M	Sell	253,989 -155,391	-38%	-$10.2M	0.06%	306
2019 Q4	$26.6M	Buy	409,380 +14,688	+4%	+$937K	0.1%	227
2019 Q3	$26.3M	Buy	394,692 +120,069	+44%	+$7.59M	0.1%	218
2019 Q2	$16.5M	Buy	274,623 +57,784	+27%	+$3.38M	0.07%	324
2019 Q1	$12.6M	Buy	216,839 +17,361	+9%	+$988K	0.05%	376
2018 Q4	$11.3M	Buy	199,478 +4,584	+2%	+$265K	0.06%	369
2018 Q3	$10.7M	Sell	194,894 -8,807	-4%	-$498K	0.05%	419
2018 Q2	$11.4M	Buy	+203,701	New	+$10.9M	0.05%	389

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

Aperio Group's EVRG Position: Q4 2020 in Review

Aperio Group reduced its Evergy (EVRG) stake by 15% in Q4 2020, selling an estimated $866K and leaving 86,613 shares worth $4.81M. The position accounts for 0.01% of the portfolio, ranked #851.

Aperio Group first reported a position in EVRG in Q2 2018 and has held it in 11 quarters since. The position peaked at $26.6M in Q4 2019. 593 funds tracked by Wall St. Rank hold EVRG as of Q4 2020.

Aperio Group held 86,613 shares of Evergy worth $4.81M as of Q4 2020.
Aperio Group sold 15,783 Evergy shares in Q4 2020, an estimated $866K.
Evergy made up 0.01% of Aperio Group's portfolio in Q4 2020, its #851 holding.
Aperio Group first reported a position in Evergy in Q2 2018 and has held it in 11 quarters since.
Aperio Group's Evergy position peaked at $26.6M in Q4 2019.
593 funds tracked by Wall St. Rank held Evergy as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.