Barnett & Company’s Evergy EVRG Stock Holding History

Barnett & Company’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 Q2	–	Sell	-243	Closed	-$13K	–	316
2020 Q1	$13K	Sell	243 -15	-6%	-$986	0.01%	230
2019 Q4	$17K	Buy	258 +243	+1,620%	+$15.5K	0.01%	257
2019 Q3	$1K	Buy	+15	New	+$949	﹤0.01%	367

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Barnett & Company's EVRG Position: Q2 2020 in Review

Barnett & Company sold out of Evergy (EVRG) in Q2 2020, closing a stake of 243 shares — an estimated $13K sold.

Barnett & Company first reported a position in EVRG in Q3 2019 and held it in 3 quarters. The position peaked at $17K in Q4 2019. 579 funds tracked by Wall St. Rank hold EVRG as of Q2 2020.

Barnett & Company reported no remaining Evergy position as of Q2 2020 after selling out during the quarter.
Barnett & Company sold 243 Evergy shares in Q2 2020, an estimated $13K.
Barnett & Company first reported a position in Evergy in Q3 2019 and held it in 3 quarters.
Barnett & Company's Evergy position peaked at $17K in Q4 2019.
579 funds tracked by Wall St. Rank held Evergy as of Q2 2020.

Based on Barnett & Company's 13F filing for Q2 2020, filed 22 Jul 2020.