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Artemis Investment Management’s Evergy EVRG Stock Holding History

Artemis 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
2020
Q4 		– Sell
-44,408
Closed -$2.26M – 268
2020
Q3 		$2.26M Sell
44,408
-546
-1% -$30.5K 0.03% 241
2020
Q2 		$2.67M Sell
44,954
-24,756
-36% -$1.47M 0.04% 234
2020
Q1 		$3.84M Sell
69,710
-62,330
-47% -$4.1M 0.01% 185
2019
Q4 		$8.59M Sell
132,040
-611,876
-82% -$39M 0.11% 172
2019
Q3 		$49.4M Buy
743,916
+195,855
+36% +$12.4M 0.67% 48
2019
Q2 		$32.9M Sell
548,061
-24,033
-4% -$1.41M 0.39% 79
2019
Q1 		$33.2M Sell
572,094
-241,021
-30% -$13.7M 0.39% 76
2018
Q4 		$46.2M Buy
813,115
+423,230
+109% +$24.4M 0.6% 53
2018
Q3 		$21.4M Buy
+389,885
New +$22.1M 0.24% 109

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artemis Investment Management's EVRG Position: Q4 2020 in Review

Artemis Investment Management sold out of Evergy (EVRG) in Q4 2020, closing a stake of 44,408 shares — an estimated $2.26M sold.

Artemis Investment Management first reported a position in EVRG in Q3 2018 and held it in 9 quarters. The position peaked at $49.4M in Q3 2019. 594 funds tracked by Wall St. Rank hold EVRG as of Q4 2020.

  • Artemis Investment Management reported no remaining Evergy position as of Q4 2020 after selling out during the quarter.
  • Artemis Investment Management sold 44,408 Evergy shares in Q4 2020, an estimated $2.26M.
  • Artemis Investment Management first reported a position in Evergy in Q3 2018 and held it in 9 quarters.
  • Artemis Investment Management's Evergy position peaked at $49.4M in Q3 2019.
  • 594 funds tracked by Wall St. Rank held Evergy as of Q4 2020.

Based on Artemis Investment Management's 13F filing for Q4 2020, filed 26 Jan 2021.