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Houlihan Financial Resource Group’s Evergy EVRG Stock Holding History

Houlihan Financial Resource Group’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
2023
Q3 		– Sell
-21,958
Closed -$1.33M – 118
2023
Q2 		$1.33M Buy
+21,958
New +$1.33M 0.04% 78
2020
Q3 		$22K Buy
+391
New +$21.9K 0.01% 230

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Houlihan Financial Resource Group's EVRG Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Evergy (EVRG) in Q3 2023, closing a stake of 21,958 shares — an estimated $1.33M sold.

Houlihan Financial Resource Group first reported a position in EVRG in Q3 2020 and held it in 2 quarters. The position peaked at $1.33M in Q2 2023. 662 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Evergy position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 21,958 Evergy shares in Q3 2023, an estimated $1.33M.
  • Houlihan Financial Resource Group first reported a position in Evergy in Q3 2020 and held it in 2 quarters.
  • Houlihan Financial Resource Group's Evergy position peaked at $1.33M in Q2 2023.
  • 662 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.