Jefferies Group’s Evergy EVRG Stock Holding History

Jefferies Group’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	$233K	Sell	3,915 -1,143	-23%	-$76.9K	﹤0.01%	1323
2022 Q2	$330K	Buy	+5,058	New	+$343K	﹤0.01%	1136
2020 Q4	–	Sell	-25,465	Closed	-$1.29M	–	1626
2020 Q3	$1.29M	Buy	25,465 +14,821	+139%	+$829K	0.01%	721
2020 Q2	$631	Sell	10,644 -6,506	-38%	-$385K	0.01%	861
2020 Q1	$944K	Sell	17,150 -89,090	-84%	-$5.85M	0.01%	1039
2019 Q4	$6.92M	Buy	106,240 +92,240	+659%	+$5.88M	0.05%	378
2019 Q3	$932K	Buy	14,000 +6,009	+75%	+$380K	0.01%	1548
2019 Q2	$481K	Buy	+7,991	New	+$467K	﹤0.01%	1689
2019 Q1	–	Sell	-93,285	Closed	-$5.3M	–	2400
2018 Q4	$5.3M	Buy	93,285 +29,403	+46%	+$1.7M	0.04%	386
2018 Q3	$3.51M	Buy	63,882 +30,524	+92%	+$1.73M	0.02%	702
2018 Q2	$1.87M	Buy	+33,358	New	+$1.79M	0.01%	932

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 $5.72T 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 $1.02T AUM 30.18% 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

Jefferies Group's EVRG Position: Q3 2022 in Review

Jefferies Group reduced its Evergy (EVRG) stake by 23% in Q3 2022, selling an estimated $76.9K and leaving 3,915 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Jefferies Group first reported a position in EVRG in Q2 2018 and has held it in 11 quarters since. The position peaked at $6.92M in Q4 2019. 650 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

Jefferies Group held 3,915 shares of Evergy worth $233K as of Q3 2022.
Jefferies Group sold 1,143 Evergy shares in Q3 2022, an estimated $76.9K.
Evergy made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1323 holding.
Jefferies Group first reported a position in Evergy in Q2 2018 and has held it in 11 quarters since.
Jefferies Group's Evergy position peaked at $6.92M in Q4 2019.
650 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.