Gofen & Glossberg’s Evergy EVRG Stock Holding History

Gofen & Glossberg’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 Q4	$1.35M	Sell	21,383 -100	-0.5%	-$6.01K	0.03%	220
2022 Q3	$1.28M	Sell	21,483 -1,925	-8%	-$130K	0.04%	213
2022 Q2	$1.53M	Sell	23,408 -235	-1%	-$15.9K	0.04%	207
2022 Q1	$1.62M	Sell	23,643 -1,323	-5%	-$85.3K	0.04%	211
2021 Q4	$1.71M	Sell	24,966 -2,262	-8%	-$147K	0.04%	203
2021 Q3	$1.69M	Sell	27,228 -7,775	-22%	-$510K	0.04%	203
2021 Q2	$2.12M	Sell	35,003 -945	-3%	-$59.1K	0.05%	190
2021 Q1	$2.14M	Sell	35,948 -74	-0.2%	-$4.09K	0.05%	180
2020 Q4	$2M	Buy	36,022 +1,665	+5%	+$91.4K	0.05%	177
2020 Q3	$1.75M	Buy	34,357 +26,675	+347%	+$1.49M	0.05%	172
2020 Q2	$455K	Hold	7,682	–	–	0.02%	295
2020 Q1	$423K	Sell	7,682 -269	-3%	-$17.7K	0.02%	289
2019 Q4	$518K	Hold	7,951	–	–	0.02%	291
2019 Q3	$529K	Hold	7,951	–	–	0.02%	281
2019 Q2	$478K	Hold	7,951	–	–	0.02%	295
2019 Q1	$462K	Sell	7,951 -496	-6%	-$28.2K	0.02%	288
2018 Q4	$480K	Hold	8,447	–	–	0.02%	270
2018 Q3	$464K	Hold	8,447	–	–	0.02%	295
2018 Q2	$474K	Buy	+8,447	New	+$452K	0.02%	292

Other funds holding EVRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Gofen & Glossberg's EVRG Position: Q4 2022 in Review

Gofen & Glossberg reduced its Evergy (EVRG) stake by 0.47% in Q4 2022, selling an estimated $6.01K and leaving 21,383 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #220.

Gofen & Glossberg first reported a position in EVRG in Q2 2018 and has held it in 19 quarters since. The position peaked at $2.14M in Q1 2021. 687 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

Gofen & Glossberg held 21,383 shares of Evergy worth $1.35M as of Q4 2022.
Gofen & Glossberg sold 100 Evergy shares in Q4 2022, an estimated $6.01K.
Evergy made up 0.03% of Gofen & Glossberg's portfolio in Q4 2022, its #220 holding.
Gofen & Glossberg first reported a position in Evergy in Q2 2018 and has held it in 19 quarters since.
Gofen & Glossberg's Evergy position peaked at $2.14M in Q1 2021.
687 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.