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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
2020
Q2 		– Sell
-10,000
Closed -$551K – 1540
2020
Q1 		$551K Sell
10,000
-40,000
-80% -$2.63M 0.01% 1282
2019
Q4 		$3.25M Buy
+50,000
New +$3.19M 0.03% 759

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
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
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.