ClearBridge Investments (Australia)’s Evergy EVRG Stock Holding History

ClearBridge Investments (Australia)’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
2020 Q3	–	Sell	-951	Closed	-$56K	–	35
2020 Q2	$56K	Sell	951 -1,065	-53%	-$63.1K	﹤0.01%	38
2020 Q1	$111K	Buy	+2,016	New	+$132K	0.01%	36
2019 Q4	–	Sell	-2,188	Closed	-$146K	–	52
2019 Q3	$146K	Sell	2,188 -121	-5%	-$7.65K	0.01%	34
2019 Q2	$139K	Buy	+2,309	New	+$135K	0.01%	35
2019 Q1	–	Sell	-4,112	Closed	-$234K	–	57
2018 Q4	$234K	Buy	4,112 +355	+9%	+$20.5K	0.02%	30
2018 Q3	$207K	Sell	3,757 -661	-15%	-$37.4K	0.01%	31
2018 Q2	$249K	Buy	+4,418	New	+$237K	0.02%	32

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

ClearBridge Investments (Australia)'s EVRG Position: Q3 2020 in Review

ClearBridge Investments (Australia) sold out of Evergy (EVRG) in Q3 2020, closing a stake of 951 shares — an estimated $56K sold.

ClearBridge Investments (Australia) first reported a position in EVRG in Q2 2018 and held it in 7 quarters. The position peaked at $249K in Q2 2018. 562 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

ClearBridge Investments (Australia) reported no remaining Evergy position as of Q3 2020 after selling out during the quarter.
ClearBridge Investments (Australia) sold 951 Evergy shares in Q3 2020, an estimated $56K.
ClearBridge Investments (Australia) first reported a position in Evergy in Q2 2018 and held it in 7 quarters.
ClearBridge Investments (Australia)'s Evergy position peaked at $249K in Q2 2018.
562 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on ClearBridge Investments (Australia)'s 13F filing for Q3 2020, filed 13 Nov 2020.