Arvest Bank Trust Division’s Evergy EVRG Stock Holding History

Arvest Bank Trust Division’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 Q3	–	Sell	-4,873	Closed	-$289K	–	131
2020 Q2	$289K	Hold	4,873	–	–	0.02%	98
2020 Q1	$268K	Hold	4,873	–	–	0.02%	99
2019 Q4	$317K	Sell	4,873 -602	-11%	-$38.4K	0.02%	108
2019 Q3	$364K	Sell	5,475 -133	-2%	-$8.41K	0.03%	109
2019 Q2	$337K	Hold	5,608	–	–	0.02%	99
2019 Q1	$326K	Sell	5,608 -62	-1%	-$3.53K	0.02%	105
2018 Q4	$322K	Hold	5,670	–	–	0.03%	99
2018 Q3	$311K	Sell	5,670 -90	-2%	-$5.09K	0.02%	104
2018 Q2	$323K	Buy	+5,760	New	+$309K	0.02%	99

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arvest Bank Trust Division's EVRG Position: Q3 2020 in Review

Arvest Bank Trust Division sold out of Evergy (EVRG) in Q3 2020, closing a stake of 4,873 shares — an estimated $289K sold.

Arvest Bank Trust Division first reported a position in EVRG in Q2 2018 and held it in 9 quarters. The position peaked at $364K in Q3 2019. 562 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

Arvest Bank Trust Division reported no remaining Evergy position as of Q3 2020 after selling out during the quarter.
Arvest Bank Trust Division sold 4,873 Evergy shares in Q3 2020, an estimated $289K.
Arvest Bank Trust Division first reported a position in Evergy in Q2 2018 and held it in 9 quarters.
Arvest Bank Trust Division's Evergy position peaked at $364K in Q3 2019.
562 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on Arvest Bank Trust Division's 13F filing for Q3 2020, filed 30 Nov 2020.