Jacobs Levy Equity Management
EVRG icon

Jacobs Levy Equity Management’s Evergy EVRG Stock Holding History

Jacobs Levy Equity 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
2022
Q3 		– Sell
-29,625
Closed -$1.93M – 1056
2022
Q2 		$1.93M Sell
29,625
-8,616
-23% -$584K 0.02% 605
2022
Q1 		$2.61M Buy
38,241
+4,645
+14% +$300K 0.02% 565
2021
Q4 		$2.31M Sell
33,596
-21,072
-39% -$1.37M 0.02% 591
2021
Q3 		$3.4M Buy
54,668
+46,944
+608% +$3.08M 0.02% 509
2021
Q2 		$467K Buy
+7,724
New +$483K ﹤0.01% 874
2018
Q3 		– Sell
-12,814
Closed -$720K – 1008
2018
Q2 		$720K Buy
+12,814
New +$686K 0.01% 732

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
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

Jacobs Levy Equity Management's EVRG Position: Q3 2022 in Review

Jacobs Levy Equity Management sold out of Evergy (EVRG) in Q3 2022, closing a stake of 29,625 shares — an estimated $1.93M sold.

Jacobs Levy Equity Management first reported a position in EVRG in Q2 2018 and held it in 6 quarters. The position peaked at $3.4M in Q3 2021. 649 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

  • Jacobs Levy Equity Management reported no remaining Evergy position as of Q3 2022 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 29,625 Evergy shares in Q3 2022, an estimated $1.93M.
  • Jacobs Levy Equity Management first reported a position in Evergy in Q2 2018 and held it in 6 quarters.
  • Jacobs Levy Equity Management's Evergy position peaked at $3.4M in Q3 2021.
  • 649 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2022, filed 15 Nov 2022.