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IBM Retirement Fund’s Evergy EVRG Stock Holding History

IBM Retirement Fund’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
2022
Q2 		– Sell
-3,614
Closed -$247K – 172
2022
Q1 		$247K Sell
3,614
-183
-5% -$11.8K 0.03% 453
2021
Q4 		$261K Sell
3,797
-2,794
-42% -$182K 0.03% 470
2021
Q3 		$410K Hold
6,591
– – 0.03% 472
2021
Q2 		$398K Sell
6,591
-1,305
-17% -$81.6K 0.03% 491
2021
Q1 		$470K Sell
7,896
-472
-6% -$26.1K 0.03% 469
2020
Q4 		$465K Buy
8,368
+1,009
+14% +$55.4K 0.03% 473
2020
Q3 		$374K Buy
7,359
+2,070
+39% +$116K 0.03% 453
2020
Q2 		$314K Sell
5,289
-75
-1% -$4.44K 0.04% 379
2020
Q1 		$295K Buy
5,364
+1,967
+58% +$129K 0.05% 338
2019
Q4 		$221K Sell
3,397
-301
-8% -$19.2K 0.04% 385
2019
Q3 		$246K Sell
3,698
-88
-2% -$5.57K 0.05% 351
2019
Q2 		$228K Sell
3,786
-287
-7% -$16.8K 0.04% 386
2019
Q1 		$236K Hold
4,073
– – 0.05% 352
2018
Q4 		$231K Sell
4,073
-333
-8% -$19.2K 0.05% 325
2018
Q3 		$242K Sell
4,406
-769
-15% -$43.5K 0.06% 380
2018
Q2 		$291K Buy
+5,175
New +$277K 0.06% 348

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

IBM Retirement Fund's EVRG Position: Q2 2022 in Review

IBM Retirement Fund sold out of Evergy (EVRG) in Q2 2022, closing a stake of 3,614 shares — an estimated $247K sold.

IBM Retirement Fund first reported a position in EVRG in Q2 2018 and held it in 16 quarters. The position peaked at $470K in Q1 2021. 638 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

  • IBM Retirement Fund reported no remaining Evergy position as of Q2 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 3,614 Evergy shares in Q2 2022, an estimated $247K.
  • IBM Retirement Fund first reported a position in Evergy in Q2 2018 and held it in 16 quarters.
  • IBM Retirement Fund's Evergy position peaked at $470K in Q1 2021.
  • 638 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on IBM Retirement Fund's 13F filing for Q2 2022, filed 20 Jul 2022.