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Itau Unibanco Holding S.A.’s Evergy EVRG Stock Holding History

Itau Unibanco Holding S.A.’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
-699
Closed -$35.4K – 422
2023
Q3 		$35.4K Buy
+699
New +$39.7K ﹤0.01% 316
2020
Q2 		– Sell
-4,248
Closed -$234K – 248
2020
Q1 		$234K Buy
4,248
+117
+3% +$7.69K 0.02% 93
2019
Q4 		$269K Buy
+4,131
New +$263K 0.01% 166

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
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

Itau Unibanco Holding S.A.'s EVRG Position: Q4 2023 in Review

Itau Unibanco Holding S.A. sold out of Evergy (EVRG) in Q4 2023, closing a stake of 699 shares — an estimated $35.4K sold.

Itau Unibanco Holding S.A. first reported a position in EVRG in Q4 2019 and held it in 3 quarters. The position peaked at $269K in Q4 2019. 704 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

  • Itau Unibanco Holding S.A. reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 699 Evergy shares in Q4 2023, an estimated $35.4K.
  • Itau Unibanco Holding S.A. first reported a position in Evergy in Q4 2019 and held it in 3 quarters.
  • Itau Unibanco Holding S.A.'s Evergy position peaked at $269K in Q4 2019.
  • 704 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2023, filed 14 Feb 2024.