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Hilton Capital Management’s Evergy EVRG Stock Holding History

Hilton Capital 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
2019
Q4 		– Sell
-227,616
Closed -$15.2M – 182
2019
Q3 		$15.2M Buy
227,616
+14,103
+7% +$892K 1.96% 20
2019
Q2 		$12.8M Buy
213,513
+420
+0.2% +$24.6K 1.75% 20
2019
Q1 		$12.4M Buy
213,093
+9,544
+5% +$543K 1.67% 22
2018
Q4 		$11.6M Buy
+203,549
New +$11.7M 2.07% 21

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hilton Capital Management's EVRG Position: Q4 2019 in Review

Hilton Capital Management sold out of Evergy (EVRG) in Q4 2019, closing a stake of 227,616 shares — an estimated $15.2M sold.

Hilton Capital Management first reported a position in EVRG in Q4 2018 and held it in 4 quarters. The position peaked at $15.2M in Q3 2019. 600 funds tracked by Wall St. Rank hold EVRG as of Q4 2019.

  • Hilton Capital Management reported no remaining Evergy position as of Q4 2019 after selling out during the quarter.
  • Hilton Capital Management sold 227,616 Evergy shares in Q4 2019, an estimated $15.2M.
  • Hilton Capital Management first reported a position in Evergy in Q4 2018 and held it in 4 quarters.
  • Hilton Capital Management's Evergy position peaked at $15.2M in Q3 2019.
  • 600 funds tracked by Wall St. Rank held Evergy as of Q4 2019.

Based on Hilton Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.