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Arlington Partners’s Evergy EVRG Stock Holding History

Arlington Partners’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
Q3 		– Sell
-227
Closed -$15K – 396
2022
Q2 		$15K Buy
+227
New +$15.4K 0.01% 347
2021
Q2 		– Sell
-1,384
Closed -$82K – 343
2021
Q1 		$82K Buy
+1,384
New +$76.6K 0.03% 164

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Arlington Partners's EVRG Position: Q3 2022 in Review

Arlington Partners sold out of Evergy (EVRG) in Q3 2022, closing a stake of 227 shares — an estimated $15K sold.

Arlington Partners first reported a position in EVRG in Q1 2021 and held it in 2 quarters. The position peaked at $82K in Q1 2021. 649 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

  • Arlington Partners reported no remaining Evergy position as of Q3 2022 after selling out during the quarter.
  • Arlington Partners sold 227 Evergy shares in Q3 2022, an estimated $15K.
  • Arlington Partners first reported a position in Evergy in Q1 2021 and held it in 2 quarters.
  • Arlington Partners's Evergy position peaked at $82K in Q1 2021.
  • 649 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on Arlington Partners's 13F filing for Q3 2022, filed 28 Oct 2022.