Knights of Columbus Asset Advisors’s Evergy EVRG Stock Holding History

Knights of Columbus Asset Advisors’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
2024 Q1	–	Sell	-98	Closed	-$5.12K	–	377
2023 Q4	$5.12K	Buy	+98	New	+$4.93K	﹤0.01%	368
2020 Q1	–	Sell	-19,840	Closed	-$1.29M	–	382
2019 Q4	$1.29M	Sell	19,840 -21,350	-52%	-$1.36M	0.11%	292
2019 Q3	$2.74M	Hold	41,190	–	–	1.04%	36
2019 Q2	$2.48M	Hold	41,190	–	–	0.98%	38
2019 Q1	$2.39M	Buy	41,190 +2,090	+5%	+$119K	0.96%	40
2018 Q4	$2.22M	Sell	39,100 -2,100	-5%	-$121K	1.02%	36
2018 Q3	$2.26M	Sell	41,200 -1,300	-3%	-$73.5K	0.91%	42
2018 Q2	$2.39M	Buy	+42,500	New	+$2.28M	1.16%	38

Other funds holding EVRG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Knights of Columbus Asset Advisors's EVRG Position: Q1 2024 in Review

Knights of Columbus Asset Advisors sold out of Evergy (EVRG) in Q1 2024, closing a stake of 98 shares — an estimated $5.12K sold.

Knights of Columbus Asset Advisors first reported a position in EVRG in Q2 2018 and held it in 8 quarters. The position peaked at $2.74M in Q3 2019. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

Knights of Columbus Asset Advisors reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
Knights of Columbus Asset Advisors sold 98 Evergy shares in Q1 2024, an estimated $5.12K.
Knights of Columbus Asset Advisors first reported a position in Evergy in Q2 2018 and held it in 8 quarters.
Knights of Columbus Asset Advisors's Evergy position peaked at $2.74M in Q3 2019.
692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Knights of Columbus Asset Advisors's 13F filing for Q1 2024, filed 10 May 2024.