Echo Street Capital Management’s Evergy EVRG Stock Holding History

Echo Street Capital Management’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 Q4	–	Sell	-7,269	Closed	-$369K	–	154
2023 Q3	$369K	Buy	+7,269	New	+$413K	﹤0.01%	335
2021 Q2	–	Sell	-4,527	Closed	-$269K	–	637
2021 Q1	$269K	Buy	+4,527	New	+$251K	﹤0.01%	442
2020 Q3	–	Sell	-27,155	Closed	-$1.61M	–	204
2020 Q2	$1.61M	Buy	+27,155	New	+$1.61M	0.02%	210

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Echo Street Capital Management's EVRG Position: Q4 2023 in Review

Echo Street Capital Management sold out of Evergy (EVRG) in Q4 2023, closing a stake of 7,269 shares — an estimated $369K sold.

Echo Street Capital Management first reported a position in EVRG in Q2 2020 and held it in 3 quarters. The position peaked at $1.61M in Q2 2020. 705 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

Echo Street Capital Management reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 7,269 Evergy shares in Q4 2023, an estimated $369K.
Echo Street Capital Management first reported a position in Evergy in Q2 2020 and held it in 3 quarters.
Echo Street Capital Management's Evergy position peaked at $1.61M in Q2 2020.
705 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.