Capital Research Global Investors
EVRG icon

Capital Research Global Investors’s Evergy EVRG Stock Holding History

Capital Research Global Investors’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
2018
Q3 		– Sell
-563,000
Closed -$31.6M – 445
2018
Q2 		$31.6M Buy
+563,000
New +$30.2M 0.01% 372

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors's EVRG Position: Q3 2018 in Review

Capital Research Global Investors sold out of Evergy (EVRG) in Q3 2018, closing a stake of 563,000 shares — an estimated $31.6M sold.

Capital Research Global Investors first reported a position in EVRG in Q2 2018 and held it in 1 quarter. The position peaked at $31.6M in Q2 2018. 558 funds tracked by Wall St. Rank hold EVRG as of Q3 2018.

  • Capital Research Global Investors reported no remaining Evergy position as of Q3 2018 after selling out during the quarter.
  • Capital Research Global Investors sold 563,000 Evergy shares in Q3 2018, an estimated $31.6M.
  • Capital Research Global Investors first reported a position in Evergy in Q2 2018 and held it in 1 quarter.
  • Capital Research Global Investors's Evergy position peaked at $31.6M in Q2 2018.
  • 558 funds tracked by Wall St. Rank held Evergy as of Q3 2018.

Based on Capital Research Global Investors's 13F filing for Q3 2018, filed 14 Nov 2018.