FQ
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First Quadrant’s Evergy EVRG Stock Holding History

First Quadrant’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
2020
Q4 		– Sell
-148
Closed -$8K – 616
2020
Q3 		$8K Hold
148
– – ﹤0.01% 612
2020
Q2 		$9K Sell
148
-67
-31% -$3.97K ﹤0.01% 694
2020
Q1 		$12K Sell
215
-89
-29% -$5.85K ﹤0.01% 617
2019
Q4 		$20K Sell
304
-69,763
-100% -$4.45M ﹤0.01% 549
2019
Q3 		$4.66M Buy
70,067
+36,979
+112% +$2.34M 0.44% 57
2019
Q2 		$1.99M Buy
33,088
+31,368
+1,824% +$1.84M 0.14% 186
2019
Q1 		$100K Buy
1,720
+47
+3% +$2.67K 0.01% 585
2018
Q4 		$95K Buy
+1,673
New +$96.6K 0.01% 645

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Quadrant's EVRG Position: Q4 2020 in Review

First Quadrant sold out of Evergy (EVRG) in Q4 2020, closing a stake of 148 shares — an estimated $8K sold.

First Quadrant first reported a position in EVRG in Q4 2018 and held it in 8 quarters. The position peaked at $4.66M in Q3 2019. 592 funds tracked by Wall St. Rank hold EVRG as of Q4 2020.

  • First Quadrant reported no remaining Evergy position as of Q4 2020 after selling out during the quarter.
  • First Quadrant sold 148 Evergy shares in Q4 2020, an estimated $8K.
  • First Quadrant first reported a position in Evergy in Q4 2018 and held it in 8 quarters.
  • First Quadrant's Evergy position peaked at $4.66M in Q3 2019.
  • 592 funds tracked by Wall St. Rank held Evergy as of Q4 2020.

Based on First Quadrant's 13F filing for Q4 2020, filed 27 Jan 2021.