FMT
EVRG icon

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

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State Street
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EIM
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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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
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