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Country Club Trust’s Evergy EVRG Stock Holding History

Country Club Trust’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
2021
Q4 		$526K Buy
7,680
+2,295
+43% +$149K 0.04% 203
2021
Q3 		$340K Buy
5,385
+1,500
+39% +$98.4K 0.03% 224
2021
Q2 		$236K Buy
+3,885
New +$243K 0.02% 247

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Country Club Trust's EVRG Position: Q4 2021 in Review

Country Club Trust increased its Evergy (EVRG) stake by 43% in Q4 2021, buying an estimated $149K and bringing the position to 7,680 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #203.

Country Club Trust first reported a position in EVRG in Q2 2021 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold EVRG as of Q4 2021.

  • Country Club Trust held 7,680 shares of Evergy worth $526K as of Q4 2021.
  • Country Club Trust bought 2,295 Evergy shares in Q4 2021, an estimated $149K.
  • Evergy made up 0.04% of Country Club Trust's portfolio in Q4 2021, its #203 holding.
  • Country Club Trust first reported a position in Evergy in Q2 2021 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held Evergy as of Q4 2021.

Based on Country Club Trust's 13F filing for Q4 2021, filed 21 Jan 2022.