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Capital International Sarl’s Evergy EVRG Stock Holding History

Capital International Sarl’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
Q1 		– Sell
-26,257
Closed -$1.65M – 229
2022
Q4 		$1.65M Buy
26,257
+601
+2% +$36.1K 0.12% 171
2022
Q3 		$1.52M Sell
25,656
-2,468
-9% -$166K 0.12% 162
2022
Q2 		$1.83M Buy
28,124
+6,739
+32% +$457K 0.15% 153
2022
Q1 		$1.46M Buy
+21,385
New +$1.38M 0.07% 212

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Capital International Sarl's EVRG Position: Q1 2023 in Review

Capital International Sarl sold out of Evergy (EVRG) in Q1 2023, closing a stake of 26,257 shares — an estimated $1.65M sold.

Capital International Sarl first reported a position in EVRG in Q1 2022 and held it in 4 quarters. The position peaked at $1.83M in Q2 2022. 652 funds tracked by Wall St. Rank hold EVRG as of Q1 2023.

  • Capital International Sarl reported no remaining Evergy position as of Q1 2023 after selling out during the quarter.
  • Capital International Sarl sold 26,257 Evergy shares in Q1 2023, an estimated $1.65M.
  • Capital International Sarl first reported a position in Evergy in Q1 2022 and held it in 4 quarters.
  • Capital International Sarl's Evergy position peaked at $1.83M in Q2 2022.
  • 652 funds tracked by Wall St. Rank held Evergy as of Q1 2023.

Based on Capital International Sarl's 13F filing for Q1 2023, filed 15 May 2023.