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Kiwi Wealth Investments Limited Partnership’s Evergy EVRG Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-53,141
Closed -$2.7M – 263
2020
Q3 		$2.7M Buy
53,141
+19,101
+56% +$1.07M 0.19% 146
2020
Q2 		$2.02M Sell
34,040
-18,676
-35% -$1.11M 0.16% 149
2020
Q1 		$2.9M Buy
+52,716
New +$3.46M 0.29% 95

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B 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 $91.8B AUM 47.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B 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

Kiwi Wealth Investments Limited Partnership's EVRG Position: Q4 2020 in Review

Kiwi Wealth Investments Limited Partnership sold out of Evergy (EVRG) in Q4 2020, closing a stake of 53,141 shares — an estimated $2.7M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in EVRG in Q1 2020 and held it in 3 quarters. The position peaked at $2.9M in Q1 2020. 593 funds tracked by Wall St. Rank hold EVRG as of Q4 2020.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Evergy position as of Q4 2020 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 53,141 Evergy shares in Q4 2020, an estimated $2.7M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Evergy in Q1 2020 and held it in 3 quarters.
  • Kiwi Wealth Investments Limited Partnership's Evergy position peaked at $2.9M in Q1 2020.
  • 593 funds tracked by Wall St. Rank held Evergy as of Q4 2020.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2020, filed 17 Feb 2021.