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Bradley Foster & Sargent’s Evergy EVRG Stock Holding History

Bradley Foster & Sargent’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
2023
Q4 		– Sell
-30,800
Closed -$1.8M – 436
2023
Q3 		$1.8M Hold
30,800
– – 0.04% 211
2023
Q2 		$1.8M Buy
+30,800
New +$1.86M 0.04% 211

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bradley Foster & Sargent's EVRG Position: Q4 2023 in Review

Bradley Foster & Sargent sold out of Evergy (EVRG) in Q4 2023, closing a stake of 30,800 shares — an estimated $1.8M sold.

Bradley Foster & Sargent first reported a position in EVRG in Q2 2023 and held it in 2 quarters. The position peaked at $1.8M in Q3 2023. 704 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

  • Bradley Foster & Sargent reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
  • Bradley Foster & Sargent sold 30,800 Evergy shares in Q4 2023, an estimated $1.8M.
  • Bradley Foster & Sargent first reported a position in Evergy in Q2 2023 and held it in 2 quarters.
  • Bradley Foster & Sargent's Evergy position peaked at $1.8M in Q3 2023.
  • 704 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Bradley Foster & Sargent's 13F filing for Q4 2023, filed 14 Feb 2024.