Hotchkis & Wiley Capital Management
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Hotchkis & Wiley Capital Management’s Evergy EVRG Stock Holding History

Hotchkis & Wiley 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
Q1 		– Sell
-525,286
Closed -$29.8M – 492
2018
Q4 		$29.8M Sell
525,286
-600
-0.1% -$34.6K 0.13% 99
2018
Q3 		$28.9M Buy
525,886
+3,700
+0.7% +$209K 0.1% 111
2018
Q2 		$29.3M Buy
+522,186
New +$28M 0.11% 106

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

Hotchkis & Wiley Capital Management's EVRG Position: Q1 2019 in Review

Hotchkis & Wiley Capital Management sold out of Evergy (EVRG) in Q1 2019, closing a stake of 525,286 shares — an estimated $29.8M sold.

Hotchkis & Wiley Capital Management first reported a position in EVRG in Q2 2018 and held it in 3 quarters. The position peaked at $29.8M in Q4 2018. 574 funds tracked by Wall St. Rank hold EVRG as of Q1 2019.

  • Hotchkis & Wiley Capital Management reported no remaining Evergy position as of Q1 2019 after selling out during the quarter.
  • Hotchkis & Wiley Capital Management sold 525,286 Evergy shares in Q1 2019, an estimated $29.8M.
  • Hotchkis & Wiley Capital Management first reported a position in Evergy in Q2 2018 and held it in 3 quarters.
  • Hotchkis & Wiley Capital Management's Evergy position peaked at $29.8M in Q4 2018.
  • 574 funds tracked by Wall St. Rank held Evergy as of Q1 2019.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q1 2019, filed 14 May 2019.