Granite FO LLC’s Evergy EVRG Stock Holding History

Granite FO LLC’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
2023 Q2	–	Sell	-1,196	Closed	-$74.3K	–	184
2023 Q1	$74.3K	Buy	+1,196	New	+$72.8K	0.05%	134

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

MAM

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

Granite FO LLC's EVRG Position: Q2 2023 in Review

Granite FO LLC sold out of Evergy (EVRG) in Q2 2023, closing a stake of 1,196 shares — an estimated $74.3K sold.

Granite FO LLC first reported a position in EVRG in Q1 2023 and held it in 1 quarter. The position peaked at $74.3K in Q1 2023. 662 funds tracked by Wall St. Rank hold EVRG as of Q2 2023.

Granite FO LLC reported no remaining Evergy position as of Q2 2023 after selling out during the quarter.
Granite FO LLC sold 1,196 Evergy shares in Q2 2023, an estimated $74.3K.
Granite FO LLC first reported a position in Evergy in Q1 2023 and held it in 1 quarter.
Granite FO LLC's Evergy position peaked at $74.3K in Q1 2023.
662 funds tracked by Wall St. Rank held Evergy as of Q2 2023.

Based on Granite FO LLC's 13F filing for Q2 2023, filed 5 Sep 2024.