Boston Partners’s Evergy EVRG Stock Holding History

Boston Partners’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	-1,355,576	Closed	-$68.9M	–	641
2020 Q3	$68.9M	Sell	1,355,576 -657,911	-33%	-$36.8M	0.13%	196
2020 Q2	$119M	Sell	2,013,487 -54,284	-3%	-$3.21M	0.22%	138
2020 Q1	$114M	Buy	2,067,771 +10,855	+0.5%	+$713K	0.23%	134
2019 Q4	$134M	Buy	2,056,916 +83,061	+4%	+$5.3M	0.18%	159
2019 Q3	$131M	Buy	1,973,855 +126,468	+7%	+$8M	0.18%	160
2019 Q2	$111M	Buy	1,847,387 +148,037	+9%	+$8.66M	0.15%	178
2019 Q1	$98.6M	Sell	1,699,350 -366,909	-18%	-$20.9M	0.13%	180
2018 Q4	$117M	Buy	2,066,259 +52,484	+3%	+$3.03M	0.17%	159
2018 Q3	$111M	Buy	2,013,775 +123,590	+7%	+$6.99M	0.13%	172
2018 Q2	$106M	Buy	+1,890,185	New	+$101M	0.13%	182

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

Boston Partners's EVRG Position: Q4 2020 in Review

Boston Partners sold out of Evergy (EVRG) in Q4 2020, closing a stake of 1,355,576 shares — an estimated $68.9M sold.

Boston Partners first reported a position in EVRG in Q2 2018 and held it in 10 quarters. The position peaked at $134M in Q4 2019. 592 funds tracked by Wall St. Rank hold EVRG as of Q4 2020.

Boston Partners reported no remaining Evergy position as of Q4 2020 after selling out during the quarter.
Boston Partners sold 1,355,576 Evergy shares in Q4 2020, an estimated $68.9M.
Boston Partners first reported a position in Evergy in Q2 2018 and held it in 10 quarters.
Boston Partners's Evergy position peaked at $134M in Q4 2019.
592 funds tracked by Wall St. Rank held Evergy as of Q4 2020.

Based on Boston Partners's 13F filing for Q4 2020, filed 4 Feb 2021.