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Csenge Advisory Group’s Evergy EVRG Stock Holding History

Csenge Advisory Group’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
-6,937
Closed -$411K – 403
2020
Q2 		$411K Buy
6,937
+11
+0.2% +$651 0.06% 228
2020
Q1 		$381K Sell
6,926
-77
-1% -$5.06K 0.1% 177
2019
Q4 		$456K Buy
7,003
+495
+8% +$31.6K 0.12% 173
2019
Q3 		$433K Buy
6,508
+201
+3% +$12.7K 0.12% 161
2019
Q2 		$379K Buy
6,307
+2,251
+55% +$132K 0.13% 123
2019
Q1 		$235K Buy
+4,056
New +$231K 0.08% 173
2018
Q4 		– Sell
-156
Closed -$9K – 589
2018
Q3 		$9K Buy
+156
New +$8.82K ﹤0.01% 526

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Csenge Advisory Group's EVRG Position: Q3 2020 in Review

Csenge Advisory Group sold out of Evergy (EVRG) in Q3 2020, closing a stake of 6,937 shares — an estimated $411K sold.

Csenge Advisory Group first reported a position in EVRG in Q3 2018 and held it in 7 quarters. The position peaked at $456K in Q4 2019. 562 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

  • Csenge Advisory Group reported no remaining Evergy position as of Q3 2020 after selling out during the quarter.
  • Csenge Advisory Group sold 6,937 Evergy shares in Q3 2020, an estimated $411K.
  • Csenge Advisory Group first reported a position in Evergy in Q3 2018 and held it in 7 quarters.
  • Csenge Advisory Group's Evergy position peaked at $456K in Q4 2019.
  • 562 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on Csenge Advisory Group's 13F filing for Q3 2020, filed 9 Nov 2020.