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Disciplined Investments’s Evergy EVRG Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-19
Closed -$1.11K – 568
2023
Q2 		$1.11K Hold
19
– – ﹤0.01% 923
2023
Q1 		$1.16K Sell
19
-5
-21% -$304 ﹤0.01% 894
2022
Q4 		$1.51K Sell
24
-9
-27% -$541 ﹤0.01% 729
2022
Q3 		$2K Buy
33
+2
+6% +$135 ﹤0.01% 623
2022
Q2 		$2K Buy
31
+5
+19% +$339 ﹤0.01% 648
2022
Q1 		$2K Buy
+26
New +$1.68K ﹤0.01% 682

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Disciplined Investments's EVRG Position: Q3 2023 in Review

Disciplined Investments sold out of Evergy (EVRG) in Q3 2023, closing a stake of 19 shares — an estimated $1.11K sold.

Disciplined Investments first reported a position in EVRG in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 662 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

  • Disciplined Investments reported no remaining Evergy position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 19 Evergy shares in Q3 2023, an estimated $1.11K.
  • Disciplined Investments first reported a position in Evergy in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Evergy position peaked at $2K in Q3 2022.
  • 662 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.