Legg Mason Asset Management’s Evergy EVRG Stock Holding History

Legg Mason Asset 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
2021 Q4	$595K	Sell	8,674 -600	-6%	-$39K	0.66%	78
2021 Q3	$577K	Hold	9,274	–	–	0.67%	80
2021 Q2	$560K	Sell	9,274 -2,670	-22%	-$167K	0.61%	88
2021 Q1	$711K	Sell	11,944 -226	-2%	-$12.5K	0.77%	68
2020 Q4	$676K	Buy	+12,170	New	+$668K	0.67%	81
2020 Q2	$723K	Buy	12,180 +1,676	+16%	+$99.3K	0.79%	60
2020 Q1	$579K	Buy	10,504 +1,002	+11%	+$65.8K	0.78%	55
2019 Q4	$603K	Buy	9,502 +1,060	+13%	+$67.6K	0.65%	81
2019 Q3	$562K	Buy	8,442 +1,220	+17%	+$77.2K	0.6%	89
2019 Q2	$435K	Sell	7,222 -278	-4%	-$16.3K	0.49%	104
2019 Q1	$436K	Buy	+7,500	New	+$427K	0.51%	103

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

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Legg Mason Asset Management's EVRG Position: Q4 2021 in Review

Legg Mason Asset Management reduced its Evergy (EVRG) stake by 6.5% in Q4 2021, selling an estimated $39K and leaving 8,674 shares worth $595K. The position accounts for 0.66% of the portfolio, ranked #78.

Legg Mason Asset Management first reported a position in EVRG in Q1 2019 and has held it in 11 quarters since. The position peaked at $723K in Q2 2020. 631 funds tracked by Wall St. Rank hold EVRG as of Q4 2021.

Legg Mason Asset Management held 8,674 shares of Evergy worth $595K as of Q4 2021.
Legg Mason Asset Management sold 600 Evergy shares in Q4 2021, an estimated $39K.
Evergy made up 0.66% of Legg Mason Asset Management's portfolio in Q4 2021, its #78 holding.
Legg Mason Asset Management first reported a position in Evergy in Q1 2019 and has held it in 11 quarters since.
Legg Mason Asset Management's Evergy position peaked at $723K in Q2 2020.
631 funds tracked by Wall St. Rank held Evergy as of Q4 2021.

Based on Legg Mason Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.