Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
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
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
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
Tokyo, Japan
$40.6B AUM
25.18%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close