Brinker Capital’s Evergy EVRG Stock Holding History

Brinker Capital’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
2019 Q4	–	Sell	-29,598	Closed	-$1.97M	–	966
2019 Q3	$1.97M	Buy	29,598 +3,873	+15%	+$245K	0.07%	306
2019 Q2	$1.55M	Buy	25,725 +870	+4%	+$50.9K	0.06%	351
2019 Q1	$1.44M	Buy	24,855 +1,267	+5%	+$72.1K	0.05%	358
2018 Q4	$1.34M	Buy	23,588 +16,102	+215%	+$929K	0.06%	320
2018 Q3	$411K	Buy	7,486 +78	+1%	+$4.41K	0.01%	781
2018 Q2	$416K	Buy	+7,408	New	+$397K	0.02%	769

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MAM

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Brinker Capital's EVRG Position: Q4 2019 in Review

Brinker Capital sold out of Evergy (EVRG) in Q4 2019, closing a stake of 29,598 shares — an estimated $1.97M sold.

Brinker Capital first reported a position in EVRG in Q2 2018 and held it in 6 quarters. The position peaked at $1.97M in Q3 2019. 601 funds tracked by Wall St. Rank hold EVRG as of Q4 2019.

Brinker Capital reported no remaining Evergy position as of Q4 2019 after selling out during the quarter.
Brinker Capital sold 29,598 Evergy shares in Q4 2019, an estimated $1.97M.
Brinker Capital first reported a position in Evergy in Q2 2018 and held it in 6 quarters.
Brinker Capital's Evergy position peaked at $1.97M in Q3 2019.
601 funds tracked by Wall St. Rank held Evergy as of Q4 2019.

Based on Brinker Capital's 13F filing for Q4 2019, filed 18 Feb 2020.