HIM
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Hillsdale Investment Management’s Evergy EVRG Stock Holding History

Hillsdale Investment 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
2020
Q2 		– Sell
-30
Closed -$2K – 603
2020
Q1 		$2K Buy
+30
New +$1.97K ﹤0.01% 559

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hillsdale Investment Management's EVRG Position: Q2 2020 in Review

Hillsdale Investment Management sold out of Evergy (EVRG) in Q2 2020, closing a stake of 30 shares — an estimated $2K sold.

Hillsdale Investment Management first reported a position in EVRG in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 580 funds tracked by Wall St. Rank hold EVRG as of Q2 2020.

  • Hillsdale Investment Management reported no remaining Evergy position as of Q2 2020 after selling out during the quarter.
  • Hillsdale Investment Management sold 30 Evergy shares in Q2 2020, an estimated $2K.
  • Hillsdale Investment Management first reported a position in Evergy in Q1 2020 and held it in 1 quarter.
  • Hillsdale Investment Management's Evergy position peaked at $2K in Q1 2020.
  • 580 funds tracked by Wall St. Rank held Evergy as of Q2 2020.

Based on Hillsdale Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.