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James Investment Research’s Evergy EVRG Stock Holding History

James Investment Research’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
2020
Q4 		– Sell
-500
Closed -$25K – 516
2020
Q3 		$25K Buy
+500
New +$28K ﹤0.01% 393
2020
Q2 		– Sell
-500
Closed -$28K – 457
2020
Q1 		$28K Hold
500
– – ﹤0.01% 347
2019
Q4 		$33K Hold
500
– – ﹤0.01% 415
2019
Q3 		$33K Hold
500
– – ﹤0.01% 450
2019
Q2 		$30K Hold
500
– – ﹤0.01% 537
2019
Q1 		$29K Hold
500
– – ﹤0.01% 681
2018
Q4 		$28K Hold
500
– – ﹤0.01% 681
2018
Q3 		$27K Hold
500
– – ﹤0.01% 724
2018
Q2 		$28K Buy
+500
New +$26.8K ﹤0.01% 723

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

James Investment Research's EVRG Position: Q4 2020 in Review

James Investment Research sold out of Evergy (EVRG) in Q4 2020, closing a stake of 500 shares — an estimated $25K sold.

James Investment Research first reported a position in EVRG in Q2 2018 and held it in 9 quarters. The position peaked at $33K in Q4 2019. 594 funds tracked by Wall St. Rank hold EVRG as of Q4 2020.

  • James Investment Research reported no remaining Evergy position as of Q4 2020 after selling out during the quarter.
  • James Investment Research sold 500 Evergy shares in Q4 2020, an estimated $25K.
  • James Investment Research first reported a position in Evergy in Q2 2018 and held it in 9 quarters.
  • James Investment Research's Evergy position peaked at $33K in Q4 2019.
  • 594 funds tracked by Wall St. Rank held Evergy as of Q4 2020.

Based on James Investment Research's 13F filing for Q4 2020, filed 27 Jan 2021.