Elm Advisors’s Evergy EVRG Stock Holding History

Elm Advisors’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 Q1	–	Sell	-314	Closed	-$17K	–	149
2020 Q4	$17K	Buy	+314	New	+$17.2K	0.01%	214
2018 Q4	–	Sell	-314	Closed	-$17K	–	143
2018 Q3	$17K	Buy	+314	New	+$17.8K	0.01%	235

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

MAM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Elm Advisors's EVRG Position: Q1 2021 in Review

Elm Advisors sold out of Evergy (EVRG) in Q1 2021, closing a stake of 314 shares — an estimated $17K sold.

Elm Advisors first reported a position in EVRG in Q3 2018 and held it in 2 quarters. The position peaked at $17K in Q4 2020. 585 funds tracked by Wall St. Rank hold EVRG as of Q1 2021.

Elm Advisors reported no remaining Evergy position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 314 Evergy shares in Q1 2021, an estimated $17K.
Elm Advisors first reported a position in Evergy in Q3 2018 and held it in 2 quarters.
Elm Advisors's Evergy position peaked at $17K in Q4 2020.
585 funds tracked by Wall St. Rank held Evergy as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.