Greenwood Gearhart’s Evergy EVRG Stock Holding History

Greenwood Gearhart’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
2024 Q1	–	Sell	-314	Closed	-$16.4K	–	157
2023 Q4	$16.4K	Buy	+314	New	+$15.8K	﹤0.01%	207

Other funds holding EVRG

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

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

BlackRock New York $5.72T AUM 30.48% 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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Greenwood Gearhart's EVRG Position: Q1 2024 in Review

Greenwood Gearhart sold out of Evergy (EVRG) in Q1 2024, closing a stake of 314 shares — an estimated $16.4K sold.

Greenwood Gearhart first reported a position in EVRG in Q4 2023 and held it in 1 quarter. The position peaked at $16.4K in Q4 2023. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

Greenwood Gearhart reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
Greenwood Gearhart sold 314 Evergy shares in Q1 2024, an estimated $16.4K.
Greenwood Gearhart first reported a position in Evergy in Q4 2023 and held it in 1 quarter.
Greenwood Gearhart's Evergy position peaked at $16.4K in Q4 2023.
692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Greenwood Gearhart's 13F filing for Q1 2024, filed 15 May 2024.