LIM
EVRG icon

Longfellow Investment Management’s Evergy EVRG Stock Holding History

Longfellow Investment 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
2022
Q2 		– Sell
-2,903
Closed -$199K – 382
2022
Q1 		$199K Hold
2,903
– – 0.03% 213
2021
Q4 		$200K Hold
2,903
– – 0.03% 215
2021
Q3 		$181K Hold
2,903
– – 0.03% 235
2021
Q2 		$176K Sell
2,903
-1,943
-40% -$122K 0.03% 243
2021
Q1 		$289K Hold
4,846
– – 0.03% 289
2020
Q4 		$270K Buy
+4,846
New +$266K 0.03% 245

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Longfellow Investment Management's EVRG Position: Q2 2022 in Review

Longfellow Investment Management sold out of Evergy (EVRG) in Q2 2022, closing a stake of 2,903 shares — an estimated $199K sold.

Longfellow Investment Management first reported a position in EVRG in Q4 2020 and held it in 6 quarters. The position peaked at $289K in Q1 2021. 638 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

  • Longfellow Investment Management reported no remaining Evergy position as of Q2 2022 after selling out during the quarter.
  • Longfellow Investment Management sold 2,903 Evergy shares in Q2 2022, an estimated $199K.
  • Longfellow Investment Management first reported a position in Evergy in Q4 2020 and held it in 6 quarters.
  • Longfellow Investment Management's Evergy position peaked at $289K in Q1 2021.
  • 638 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on Longfellow Investment Management's 13F filing for Q2 2022, filed 15 Aug 2022.