Bright Rock Capital Management’s Evergy EVRG Stock Holding History

Bright Rock Capital Management’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 Q4	–	Sell	-90,000	Closed	-$5.6M	–	78
2021 Q3	$5.6M	Hold	90,000	–	–	1.4%	28
2021 Q2	$5.44M	Hold	90,000	–	–	1.31%	35
2021 Q1	$5.36M	Hold	90,000	–	–	1.37%	33
2020 Q4	$5M	Buy	90,000 +12,000	+15%	+$658K	1.36%	36
2020 Q3	$3.96M	Hold	78,000	–	–	1.18%	39
2020 Q2	$4.63M	Hold	78,000	–	–	1.45%	34
2020 Q1	$4.29M	Hold	78,000	–	–	1.56%	29
2019 Q4	$5.08M	Hold	78,000	–	–	1.49%	34
2019 Q3	$5.1M	Sell	78,000 -175	-0.2%	-$11.1K	1.6%	30
2019 Q2	$4.7M	Sell	78,175 -7,000	-8%	-$410K	1.5%	35
2019 Q1	$4.94M	Hold	85,175	–	–	1.65%	25
2018 Q4	$4.83M	Hold	85,175	–	–	1.82%	25
2018 Q3	$4.68M	Sell	85,175 -8,825	-9%	-$499K	1.53%	31
2018 Q2	$5.28M	Buy	+94,000	New	+$5.03M	1.81%	22

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bright Rock Capital Management's EVRG Position: Q4 2021 in Review

Bright Rock Capital Management sold out of Evergy (EVRG) in Q4 2021, closing a stake of 90,000 shares — an estimated $5.6M sold.

Bright Rock Capital Management first reported a position in EVRG in Q2 2018 and held it in 14 quarters. The position peaked at $5.6M in Q3 2021. 631 funds tracked by Wall St. Rank hold EVRG as of Q4 2021.

Bright Rock Capital Management reported no remaining Evergy position as of Q4 2021 after selling out during the quarter.
Bright Rock Capital Management sold 90,000 Evergy shares in Q4 2021, an estimated $5.6M.
Bright Rock Capital Management first reported a position in Evergy in Q2 2018 and held it in 14 quarters.
Bright Rock Capital Management's Evergy position peaked at $5.6M in Q3 2021.
631 funds tracked by Wall St. Rank held Evergy as of Q4 2021.

Based on Bright Rock Capital Management's 13F filing for Q4 2021, filed 27 Jan 2022.