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Daiwa SB Investments’s Evergy EVRG Stock Holding History

Daiwa SB Investments’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
2019
Q1 		$5K Hold
90
– – ﹤0.01% 218
2018
Q4 		$5K Sell
90
-780
-90% -$45K ﹤0.01% 229
2018
Q3 		$48K Sell
870
-100
-10% -$5.66K 0.01% 180
2018
Q2 		$54K Buy
+970
New +$52K 0.01% 182

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Daiwa SB Investments's EVRG Position: Q1 2019 in Review

Daiwa SB Investments held its Evergy (EVRG) position steady in Q1 2019 at 90 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Daiwa SB Investments first reported a position in EVRG in Q2 2018 and has held it in 4 quarters since. The position peaked at $54K in Q2 2018. 574 funds tracked by Wall St. Rank hold EVRG as of Q1 2019.

  • Daiwa SB Investments held 90 shares of Evergy worth $5K as of Q1 2019.
  • Daiwa SB Investments left its Evergy share count unchanged in Q1 2019.
  • Evergy made up ﹤0.01% of Daiwa SB Investments's portfolio in Q1 2019, its #218 holding.
  • Daiwa SB Investments first reported a position in Evergy in Q2 2018 and has held it in 4 quarters since.
  • Daiwa SB Investments's Evergy position peaked at $54K in Q2 2018.
  • 574 funds tracked by Wall St. Rank held Evergy as of Q1 2019.

Based on Daiwa SB Investments's 13F filing for Q1 2019, filed 18 Apr 2019.