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HL Financial Services’s Evergy EVRG Stock Holding History

HL 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
2019
Q1 		$286K Buy
4,925
+924
+23% +$52.6K ﹤0.01% 625
2018
Q4 		$227K Buy
+4,001
New +$231K ﹤0.01% 659

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

HL Financial Services's EVRG Position: Q1 2019 in Review

HL Financial Services increased its Evergy (EVRG) stake by 23% in Q1 2019, buying an estimated $52.6K and bringing the position to 4,925 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

HL Financial Services first reported a position in EVRG in Q4 2018 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold EVRG as of Q1 2019.

  • HL Financial Services held 4,925 shares of Evergy worth $286K as of Q1 2019.
  • HL Financial Services bought 924 Evergy shares in Q1 2019, an estimated $52.6K.
  • Evergy made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #625 holding.
  • HL Financial Services first reported a position in Evergy in Q4 2018 and has held it in 2 quarters since.
  • 574 funds tracked by Wall St. Rank held Evergy as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.