Enterprise Financial Services Corp (EFSC)’s Evergy EVRG Stock Holding History

Enterprise Financial Services Corp (EFSC)’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	-59	Closed	-$4K	–	659
2021 Q2	$4K	Hold	59	–	–	﹤0.01%	971
2021 Q1	$4K	Hold	59	–	–	﹤0.01%	973
2020 Q4	$3K	Hold	59	–	–	﹤0.01%	989
2020 Q3	$3K	Hold	59	–	–	﹤0.01%	958
2020 Q2	$3K	Hold	59	–	–	﹤0.01%	960
2020 Q1	$3K	Sell	59 -22	-27%	-$1.45K	﹤0.01%	895
2019 Q4	$5K	Buy	81 +22	+37%	+$1.4K	﹤0.01%	858
2019 Q3	$4K	Hold	59	–	–	﹤0.01%	876
2019 Q2	$4K	Hold	59	–	–	﹤0.01%	928
2019 Q1	$3K	Sell	59 -127	-68%	-$7.23K	﹤0.01%	986
2018 Q4	$11K	Hold	186	–	–	0.01%	503
2018 Q3	$10K	Sell	186 -17,148	-99%	-$970K	0.01%	591
2018 Q2	$973K	Buy	+17,334	New	+$928K	0.49%	43

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

Enterprise Financial Services Corp (EFSC)'s EVRG Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Evergy (EVRG) in Q3 2021, closing a stake of 59 shares — an estimated $4K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in EVRG in Q2 2018 and held it in 13 quarters. The position peaked at $973K in Q2 2018. 592 funds tracked by Wall St. Rank hold EVRG as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining Evergy position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 59 Evergy shares in Q3 2021, an estimated $4K.
Enterprise Financial Services Corp (EFSC) first reported a position in Evergy in Q2 2018 and held it in 13 quarters.
Enterprise Financial Services Corp (EFSC)'s Evergy position peaked at $973K in Q2 2018.
592 funds tracked by Wall St. Rank held Evergy as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.