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Carmichael Hill & Associates’s Evergy EVRG Stock Holding History

Carmichael Hill & Associates’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
2022
Q3 		– Sell
-20
Closed -$1K – 830
2022
Q2 		$1K Buy
+20
New +$1.36K ﹤0.01% 762

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Carmichael Hill & Associates's EVRG Position: Q3 2022 in Review

Carmichael Hill & Associates sold out of Evergy (EVRG) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Carmichael Hill & Associates first reported a position in EVRG in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 650 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

  • Carmichael Hill & Associates reported no remaining Evergy position as of Q3 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 20 Evergy shares in Q3 2022, an estimated $1K.
  • Carmichael Hill & Associates first reported a position in Evergy in Q2 2022 and held it in 1 quarter.
  • Carmichael Hill & Associates's Evergy position peaked at $1K in Q2 2022.
  • 650 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on Carmichael Hill & Associates's 13F filing for Q3 2022, filed 10 Nov 2022.