First Mercantile Trust’s Evergy EVRG Stock Holding History

First Mercantile Trust’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	$260K	Sell	4,187 -103	-2%	-$6.75K	0.03%	320
2021 Q2	$259K	Sell	4,290 -177	-4%	-$11.1K	0.03%	335
2021 Q1	$266K	Sell	4,467 -4,412	-50%	-$244K	0.03%	329
2020 Q4	$493K	Buy	8,879 +3,981	+81%	+$218K	0.06%	188
2020 Q3	$284K	Buy	4,898 +700	+17%	+$39.1K	0.03%	286
2020 Q2	$249K	Buy	+4,198	New	+$249K	0.03%	315
2018 Q4	–	Sell	-743	Closed	-$41K	–	925
2018 Q3	$41K	Sell	743 -1,390	-65%	-$78.6K	0.01%	817
2018 Q2	$120K	Buy	+2,133	New	+$114K	0.02%	670

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

First Mercantile Trust's EVRG Position: Q3 2021 in Review

First Mercantile Trust reduced its Evergy (EVRG) stake by 2.4% in Q3 2021, selling an estimated $6.75K and leaving 4,187 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #320.

First Mercantile Trust first reported a position in EVRG in Q2 2018 and has held it in 8 quarters since. The position peaked at $493K in Q4 2020. 592 funds tracked by Wall St. Rank hold EVRG as of Q3 2021.

First Mercantile Trust held 4,187 shares of Evergy worth $260K as of Q3 2021.
First Mercantile Trust sold 103 Evergy shares in Q3 2021, an estimated $6.75K.
Evergy made up 0.03% of First Mercantile Trust's portfolio in Q3 2021, its #320 holding.
First Mercantile Trust first reported a position in Evergy in Q2 2018 and has held it in 8 quarters since.
First Mercantile Trust's Evergy position peaked at $493K in Q4 2020.
592 funds tracked by Wall St. Rank held Evergy as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.