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Berman Capital Advisors’s Evergy EVRG Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$37K Buy
596
+47
+9% +$3.08K 0.01% 792
2021
Q2 		$33K Buy
549
+67
+14% +$4.19K 0.01% 736
2021
Q1 		$27K Sell
482
-95
-16% -$5.26K 0.01% 687
2020
Q4 		$32K Sell
577
-30
-5% -$1.65K 0.01% 535
2020
Q3 		$30K Buy
607
+296
+95% +$16.5K 0.01% 474
2020
Q2 		$18K Buy
311
+47
+18% +$2.78K ﹤0.01% 575
2020
Q1 		$13K Buy
264
+17
+7% +$1.12K ﹤0.01% 600
2019
Q4 		$16K Buy
247
+1
+0.4% +$64 ﹤0.01% 588
2019
Q3 		$16K Hold
246
– – 0.01% 567
2019
Q2 		$14K Sell
246
-14
-5% -$819 ﹤0.01% 616
2019
Q1 		$15K Buy
260
+68
+35% +$3.87K 0.01% 530
2018
Q4 		$10K Buy
+192
New +$11.1K ﹤0.01% 501

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berman Capital Advisors's EVRG Position: Q3 2021 in Review

Berman Capital Advisors increased its Evergy (EVRG) stake by 8.6% in Q3 2021, buying an estimated $3.08K and bringing the position to 596 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #792.

Berman Capital Advisors first reported a position in EVRG in Q4 2018 and has held it in 12 quarters since. 592 funds tracked by Wall St. Rank hold EVRG as of Q3 2021.

  • Berman Capital Advisors held 596 shares of Evergy worth $37K as of Q3 2021.
  • Berman Capital Advisors bought 47 Evergy shares in Q3 2021, an estimated $3.08K.
  • Evergy made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #792 holding.
  • Berman Capital Advisors first reported a position in Evergy in Q4 2018 and has held it in 12 quarters since.
  • 592 funds tracked by Wall St. Rank held Evergy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.