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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 – 517
2020
Q3 		$25K Buy
+500
New +$28K ﹤0.01% 393
2020
Q2 		– Sell
-500
Closed -$28K – 458
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return