HBC Financial Services’s Evergy EVRG Stock Holding History

HBC Financial Services’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
2020 Q4	–	Sell	-10	Closed	-$1K	–	168
2020 Q3	$1K	Buy	+10	New	+$559	﹤0.01%	156

Other funds holding EVRG

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

HBC Financial Services's EVRG Position: Q4 2020 in Review

HBC Financial Services sold out of Evergy (EVRG) in Q4 2020, closing a stake of 10 shares — an estimated $1K sold.

HBC Financial Services first reported a position in EVRG in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 594 funds tracked by Wall St. Rank hold EVRG as of Q4 2020.

HBC Financial Services reported no remaining Evergy position as of Q4 2020 after selling out during the quarter.
HBC Financial Services sold 10 Evergy shares in Q4 2020, an estimated $1K.
HBC Financial Services first reported a position in Evergy in Q3 2020 and held it in 1 quarter.
HBC Financial Services's Evergy position peaked at $1K in Q3 2020.
594 funds tracked by Wall St. Rank held Evergy as of Q4 2020.

Based on HBC Financial Services's 13F filing for Q4 2020, filed 8 Feb 2021.