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	–	426
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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Mitsubishi UFJ Trust & Banking

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return