Daniel L. Goodwin’s Evergy EVRG Stock Holding History

Daniel L. Goodwin’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 Q3	–	Sell	-9,800	Closed	-$590K	–	112
2021 Q2	$590K	Sell	9,800 -100	-1%	-$6.26K	0.28%	57
2021 Q1	$592K	Buy	+9,900	New	+$548K	0.31%	57

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Daniel L. Goodwin's EVRG Position: Q3 2021 in Review

Daniel L. Goodwin sold out of Evergy (EVRG) in Q3 2021, closing a stake of 9,800 shares — an estimated $590K sold.

Daniel L. Goodwin first reported a position in EVRG in Q1 2021 and held it in 2 quarters. The position peaked at $592K in Q1 2021. 592 funds tracked by Wall St. Rank hold EVRG as of Q3 2021.

Daniel L. Goodwin reported no remaining Evergy position as of Q3 2021 after selling out during the quarter.
Daniel L. Goodwin sold 9,800 Evergy shares in Q3 2021, an estimated $590K.
Daniel L. Goodwin first reported a position in Evergy in Q1 2021 and held it in 2 quarters.
Daniel L. Goodwin's Evergy position peaked at $592K in Q1 2021.
592 funds tracked by Wall St. Rank held Evergy as of Q3 2021.

Based on Daniel L. Goodwin's 13F filing for Q3 2021, filed 19 Oct 2021.