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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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 $40.6B AUM 25.18% 1-Year Est. Return