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Eudaimonia Partners’s Evergy EVRG Stock Holding History

Eudaimonia 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
2021
Q2 		– Sell
-581
Closed -$35K – 657
2021
Q1 		$35K Hold
581
– – 0.01% 753
2020
Q4 		$32K Sell
581
-59
-9% -$3.24K 0.01% 739
2020
Q3 		$33K Sell
640
-67
-9% -$3.75K 0.01% 655
2020
Q2 		$42K Sell
707
-78
-10% -$4.62K 0.02% 542
2020
Q1 		$43K Sell
785
-52
-6% -$3.42K 0.02% 498
2019
Q4 		$54K Buy
+837
New +$53.4K 0.02% 472

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CS
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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Eudaimonia Partners's EVRG Position: Q2 2021 in Review

Eudaimonia Partners sold out of Evergy (EVRG) in Q2 2021, closing a stake of 581 shares — an estimated $35K sold.

Eudaimonia Partners first reported a position in EVRG in Q4 2019 and held it in 6 quarters. The position peaked at $54K in Q4 2019. 582 funds tracked by Wall St. Rank hold EVRG as of Q2 2021.

  • Eudaimonia Partners reported no remaining Evergy position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 581 Evergy shares in Q2 2021, an estimated $35K.
  • Eudaimonia Partners first reported a position in Evergy in Q4 2019 and held it in 6 quarters.
  • Eudaimonia Partners's Evergy position peaked at $54K in Q4 2019.
  • 582 funds tracked by Wall St. Rank held Evergy as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.