Jacobi Capital Management’s Evergy EVRG Stock Holding History

Jacobi Capital 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
2021 Q4	–	Sell	-918	Closed	-$57K	–	678
2021 Q3	$57K	Buy	918 +161	+21%	+$10.6K	0.01%	623
2021 Q2	$46K	Hold	757	–	–	0.01%	645
2021 Q1	$45K	Hold	757	–	–	0.01%	597
2020 Q4	$42K	Hold	757	–	–	0.01%	564
2020 Q3	$38K	Hold	757	–	–	0.01%	547
2020 Q2	$45K	Hold	757	–	–	0.01%	494
2020 Q1	$42K	Hold	757	–	–	0.01%	455
2019 Q4	$49K	Hold	757	–	–	0.01%	475
2019 Q3	$50K	Hold	757	–	–	0.01%	459
2019 Q2	$46K	Hold	757	–	–	0.01%	468
2019 Q1	$44K	Hold	757	–	–	0.01%	433
2018 Q4	$43K	Hold	757	–	–	0.01%	411
2018 Q3	$42K	Hold	757	–	–	0.01%	448
2018 Q2	$43K	Buy	+757	New	+$40.5K	0.01%	433

Other funds holding EVRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobi Capital Management's EVRG Position: Q4 2021 in Review

Jacobi Capital Management sold out of Evergy (EVRG) in Q4 2021, closing a stake of 918 shares — an estimated $57K sold.

Jacobi Capital Management first reported a position in EVRG in Q2 2018 and held it in 14 quarters. The position peaked at $57K in Q3 2021. 631 funds tracked by Wall St. Rank hold EVRG as of Q4 2021.

Jacobi Capital Management reported no remaining Evergy position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 918 Evergy shares in Q4 2021, an estimated $57K.
Jacobi Capital Management first reported a position in Evergy in Q2 2018 and held it in 14 quarters.
Jacobi Capital Management's Evergy position peaked at $57K in Q3 2021.
631 funds tracked by Wall St. Rank held Evergy as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.