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Indiana Trust & Investment Management’s Evergy EVRG Stock Holding History

Indiana Trust & Investment 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
2023
Q4 		– Sell
-14
Closed -$710 – 452
2023
Q3 		$710 Buy
+14
New +$795 ﹤0.01% 426

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State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Indiana Trust & Investment Management's EVRG Position: Q4 2023 in Review

Indiana Trust & Investment Management sold out of Evergy (EVRG) in Q4 2023, closing a stake of 14 shares — an estimated $710 sold.

Indiana Trust & Investment Management first reported a position in EVRG in Q3 2023 and held it in 1 quarter. The position peaked at $710 in Q3 2023. 705 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

  • Indiana Trust & Investment Management reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 14 Evergy shares in Q4 2023, an estimated $710.
  • Indiana Trust & Investment Management first reported a position in Evergy in Q3 2023 and held it in 1 quarter.
  • Indiana Trust & Investment Management's Evergy position peaked at $710 in Q3 2023.
  • 705 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Indiana Trust & Investment Management's 13F filing for Q4 2023, filed 23 Jan 2024.