Kaizen Advisory’s Evergy EVRG Stock Holding History

Kaizen Advisory’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
2018 Q4	$43K	Buy	749 +148	+25%	+$8.54K	0.03%	349
2018 Q3	$33K	Hold	601	–	–	0.02%	432
2018 Q2	$34K	Buy	+601	New	+$32.2K	0.02%	411

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kaizen Advisory's EVRG Position: Q4 2018 in Review

Kaizen Advisory increased its Evergy (EVRG) stake by 25% in Q4 2018, buying an estimated $8.54K and bringing the position to 749 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #349.

Kaizen Advisory first reported a position in EVRG in Q2 2018 and has held it in 3 quarters since. 588 funds tracked by Wall St. Rank hold EVRG as of Q4 2018.

Kaizen Advisory held 749 shares of Evergy worth $43K as of Q4 2018.
Kaizen Advisory bought 148 Evergy shares in Q4 2018, an estimated $8.54K.
Evergy made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #349 holding.
Kaizen Advisory first reported a position in Evergy in Q2 2018 and has held it in 3 quarters since.
588 funds tracked by Wall St. Rank held Evergy as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.