Lee Ainslie’s Evergy EVRG Stock Holding History

Lee Ainslie’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
2021 Q2	–	Sell	-918	Closed	-$55K	–	733
2021 Q1	$55K	Sell	918 -10,975	-92%	-$607K	﹤0.01%	642
2020 Q4	$660K	Buy	+11,893	New	+$653K	0.01%	312

Other funds holding EVRG

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

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

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Ainslie's EVRG Position: Q2 2021 in Review

Lee Ainslie sold out of Evergy (EVRG) in Q2 2021, closing a stake of 918 shares — an estimated $55K sold.

Lee Ainslie first reported a position in EVRG in Q4 2020 and held it in 2 quarters. The position peaked at $660K in Q4 2020. 581 funds tracked by Wall St. Rank hold EVRG as of Q2 2021.

Lee Ainslie reported no remaining Evergy position as of Q2 2021 after selling out during the quarter.
Lee Ainslie sold 918 Evergy shares in Q2 2021, an estimated $55K.
Lee Ainslie first reported a position in Evergy in Q4 2020 and held it in 2 quarters.
Lee Ainslie's Evergy position peaked at $660K in Q4 2020.
581 funds tracked by Wall St. Rank held Evergy as of Q2 2021.

Based on Maverick Capital's 13F filing for Q2 2021, filed 16 Aug 2021.