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Jaffetilchin Investment Partners’s Evergy EVRG Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-2,170
Closed -$135K – 654
2024
Q3 		$135K Buy
+2,170
New +$126K 0.01% 418
2019
Q2 		– Sell
-6,022
Closed -$350K – 280
2019
Q1 		$350K Sell
6,022
-3,490
-37% -$199K 0.08% 197
2018
Q4 		$540K Buy
+9,512
New +$549K 0.13% 114

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jaffetilchin Investment Partners's EVRG Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Evergy (EVRG) in Q4 2024, closing a stake of 2,170 shares — an estimated $135K sold.

Jaffetilchin Investment Partners first reported a position in EVRG in Q4 2018 and held it in 3 quarters. The position peaked at $540K in Q4 2018. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,170 Evergy shares in Q4 2024, an estimated $135K.
  • Jaffetilchin Investment Partners first reported a position in Evergy in Q4 2018 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's Evergy position peaked at $540K in Q4 2018.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.