Gemmer Asset Management’s Evergy EVRG Stock Holding History

Gemmer Asset Management’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
2022 Q2	–	Sell	-366	Closed	-$25K	–	425
2022 Q1	$25K	Hold	366	–	–	﹤0.01%	433
2021 Q4	$25K	Hold	366	–	–	﹤0.01%	444
2021 Q3	$23K	Hold	366	–	–	﹤0.01%	435
2021 Q2	$22K	Hold	366	–	–	﹤0.01%	505
2021 Q1	$22K	Hold	366	–	–	﹤0.01%	472
2020 Q4	$20K	Hold	366	–	–	﹤0.01%	447
2020 Q3	$19K	Hold	366	–	–	﹤0.01%	405
2020 Q2	$22K	Hold	366	–	–	﹤0.01%	350
2020 Q1	$20K	Hold	366	–	–	0.01%	328
2019 Q4	$24K	Hold	366	–	–	0.01%	348
2019 Q3	$24K	Hold	366	–	–	0.01%	338
2019 Q2	$22K	Hold	366	–	–	0.01%	355
2019 Q1	$21K	Hold	366	–	–	0.01%	393
2018 Q4	$21K	Hold	366	–	–	0.01%	336
2018 Q3	$20K	Sell	366 -82	-18%	-$4.64K	0.01%	403
2018 Q2	$25K	Buy	+448	New	+$24K	0.01%	327

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Gemmer Asset Management's EVRG Position: Q2 2022 in Review

Gemmer Asset Management sold out of Evergy (EVRG) in Q2 2022, closing a stake of 366 shares — an estimated $25K sold.

Gemmer Asset Management first reported a position in EVRG in Q2 2018 and held it in 16 quarters. The position peaked at $25K in Q1 2022. 638 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

Gemmer Asset Management reported no remaining Evergy position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 366 Evergy shares in Q2 2022, an estimated $25K.
Gemmer Asset Management first reported a position in Evergy in Q2 2018 and held it in 16 quarters.
Gemmer Asset Management's Evergy position peaked at $25K in Q1 2022.
638 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.