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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Fidelity Investments

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return