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Barings’s Evergy EVRG Stock Holding History

Barings’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
-22,260
Closed -$1.13M – 480
2020
Q3 		$1.13M Buy
22,260
+12,800
+135% +$716K 0.03% 311
2020
Q2 		$521K Hold
9,460
– – 0.02% 378
2020
Q1 		$521K Sell
9,460
-1,000
-10% -$65.7K 0.02% 378
2019
Q4 		$672K Buy
10,460
+2,100
+25% +$134K 0.02% 424
2019
Q3 		$556K Hold
8,360
– – 0.01% 473
2019
Q2 		$503K Buy
+8,360
New +$489K 0.01% 501
2018
Q4 		– Sell
-4,260
Closed -$234K – 707
2018
Q3 		$234K Buy
+4,260
New +$241K ﹤0.01% 742

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 $3.37T AUM 44.26% 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

Barings's EVRG Position: Q4 2020 in Review

Barings sold out of Evergy (EVRG) in Q4 2020, closing a stake of 22,260 shares — an estimated $1.13M sold.

Barings first reported a position in EVRG in Q3 2018 and held it in 7 quarters. The position peaked at $1.13M in Q3 2020. 594 funds tracked by Wall St. Rank hold EVRG as of Q4 2020.

  • Barings reported no remaining Evergy position as of Q4 2020 after selling out during the quarter.
  • Barings sold 22,260 Evergy shares in Q4 2020, an estimated $1.13M.
  • Barings first reported a position in Evergy in Q3 2018 and held it in 7 quarters.
  • Barings's Evergy position peaked at $1.13M in Q3 2020.
  • 594 funds tracked by Wall St. Rank held Evergy as of Q4 2020.

Based on Barings's 13F filing for Q4 2020, filed 16 Feb 2021.