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Jupiter Investment Management’s Evergy EVRG Stock Holding History

Jupiter Investment Management’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
-85,595
Closed -$4.71M – 419
2020
Q1 		$4.71M Buy
+85,595
New +$5.62M 0.09% 161
2019
Q2 		– Sell
-103,993
Closed -$6.04M – 368
2019
Q1 		$6.04M Buy
+103,993
New +$5.92M 0.06% 171

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jupiter Investment Management's EVRG Position: Q2 2020 in Review

Jupiter Investment Management sold out of Evergy (EVRG) in Q2 2020, closing a stake of 85,595 shares — an estimated $4.71M sold.

Jupiter Investment Management first reported a position in EVRG in Q1 2019 and held it in 2 quarters. The position peaked at $6.04M in Q1 2019. 579 funds tracked by Wall St. Rank hold EVRG as of Q2 2020.

  • Jupiter Investment Management reported no remaining Evergy position as of Q2 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 85,595 Evergy shares in Q2 2020, an estimated $4.71M.
  • Jupiter Investment Management first reported a position in Evergy in Q1 2019 and held it in 2 quarters.
  • Jupiter Investment Management's Evergy position peaked at $6.04M in Q1 2019.
  • 579 funds tracked by Wall St. Rank held Evergy as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.