Cerity Partners OCIO’s Evergy EVRG Stock Holding History

Cerity Partners OCIO’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 Q4	$1.43M	Buy	22,704 +1,230	+6%	+$73.9K	0.05%	204
2022 Q3	$1.28M	Buy	21,474 +1,272	+6%	+$85.6K	0.04%	192
2022 Q2	$1.32M	Buy	20,202 +3,296	+19%	+$224K	0.04%	184
2022 Q1	$1.16M	Buy	16,906 +4,956	+41%	+$320K	0.03%	202
2021 Q4	$820K	Sell	11,950 -57,908	-83%	-$3.76M	0.02%	257
2021 Q3	$4.34M	Buy	69,858 +4,490	+7%	+$294K	0.14%	84
2021 Q2	$3.95M	Buy	65,368 +55,099	+537%	+$3.45M	0.13%	92
2021 Q1	$611K	Buy	+10,269	New	+$568K	0.02%	260
2020 Q3	–	Sell	-3,670	Closed	-$218K	–	348
2020 Q2	$218K	Hold	3,670	–	–	0.01%	312
2020 Q1	$202K	Hold	3,670	–	–	0.01%	285
2019 Q4	$260K	Sell	3,670 -212	-5%	-$13.5K	0.01%	293
2019 Q3	$258K	Buy	3,882 +212	+6%	+$13.4K	0.01%	287
2019 Q2	$221K	Buy	+3,670	New	+$215K	0.01%	296

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cerity Partners OCIO's EVRG Position: Q4 2022 in Review

Cerity Partners OCIO increased its Evergy (EVRG) stake by 5.7% in Q4 2022, buying an estimated $73.9K and bringing the position to 22,704 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #204.

Cerity Partners OCIO first reported a position in EVRG in Q2 2019 and has held it in 13 quarters since. The position peaked at $4.34M in Q3 2021. 684 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

Cerity Partners OCIO held 22,704 shares of Evergy worth $1.43M as of Q4 2022.
Cerity Partners OCIO bought 1,230 Evergy shares in Q4 2022, an estimated $73.9K.
Evergy made up 0.05% of Cerity Partners OCIO's portfolio in Q4 2022, its #204 holding.
Cerity Partners OCIO first reported a position in Evergy in Q2 2019 and has held it in 13 quarters since.
Cerity Partners OCIO's Evergy position peaked at $4.34M in Q3 2021.
684 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.