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Elkfork Partners’s Evergy EVRG Stock Holding History

Elkfork Partners’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
Q3 		$4.01M Buy
60,302
+15,576
+35% +$985K 0.1% 183
2019
Q2 		$2.69M Buy
44,726
+924
+2% +$54.1K 0.07% 236
2019
Q1 		$2.54M Buy
43,802
+3,784
+9% +$215K 0.06% 234
2018
Q4 		$2.27M Buy
40,018
+31,504
+370% +$1.82M 0.06% 239
2018
Q3 		$468K Sell
8,514
-21,010
-71% -$1.19M 0.01% 614
2018
Q2 		$1.66M Buy
+29,524
New +$1.58M 0.04% 273

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Elkfork Partners's EVRG Position: Q3 2019 in Review

Elkfork Partners increased its Evergy (EVRG) stake by 35% in Q3 2019, buying an estimated $985K and bringing the position to 60,302 shares worth $4.01M. The position accounts for 0.1% of the portfolio, ranked #183.

Elkfork Partners first reported a position in EVRG in Q2 2018 and has held it in 6 quarters since. 589 funds tracked by Wall St. Rank hold EVRG as of Q3 2019.

  • Elkfork Partners held 60,302 shares of Evergy worth $4.01M as of Q3 2019.
  • Elkfork Partners bought 15,576 Evergy shares in Q3 2019, an estimated $985K.
  • Evergy made up 0.1% of Elkfork Partners's portfolio in Q3 2019, its #183 holding.
  • Elkfork Partners first reported a position in Evergy in Q2 2018 and has held it in 6 quarters since.
  • 589 funds tracked by Wall St. Rank held Evergy as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.