Bank Julius Baer & Co’s Evergy EVRG Stock Holding History

Bank Julius Baer & Co’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	-10	Closed	-$1K	–	750
2020 Q2	$1K	Sell	10 -2,971	-100%	-$176K	﹤0.01%	668
2020 Q1	$164K	Buy	+2,981	New	+$196K	﹤0.01%	422

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank Julius Baer & Co's EVRG Position: Q3 2020 in Review

Bank Julius Baer & Co sold out of Evergy (EVRG) in Q3 2020, closing a stake of 10 shares — an estimated $1K sold.

Bank Julius Baer & Co first reported a position in EVRG in Q1 2020 and held it in 2 quarters. The position peaked at $164K in Q1 2020. 561 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

Bank Julius Baer & Co reported no remaining Evergy position as of Q3 2020 after selling out during the quarter.
Bank Julius Baer & Co sold 10 Evergy shares in Q3 2020, an estimated $1K.
Bank Julius Baer & Co first reported a position in Evergy in Q1 2020 and held it in 2 quarters.
Bank Julius Baer & Co's Evergy position peaked at $164K in Q1 2020.
561 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on Bank Julius Baer & Co's 13F filing for Q3 2020, filed 10 Nov 2020.