Lord, Abbett & Co
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Lord, Abbett & Co’s Evergy EVRG Stock Holding History

Lord, Abbett & Co’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
-345,974
Closed -$17.6M – 667
2020
Q3 		$17.6M Buy
345,974
+1,400
+0.4% +$78.3K 0.06% 398
2020
Q2 		$20.4M Sell
344,574
-57,769
-14% -$3.42M 0.07% 367
2020
Q1 		$22.1M Sell
402,343
-131,125
-25% -$8.62M 0.1% 310
2019
Q4 		$34.7M Sell
533,468
-38,135
-7% -$2.43M 0.12% 277
2019
Q3 		$38M Sell
571,603
-719,546
-56% -$45.5M 0.13% 262
2019
Q2 		$77.7M Sell
1,291,149
-22,618
-2% -$1.32M 0.25% 119
2019
Q1 		$76.3M Sell
1,313,767
-315,212
-19% -$17.9M 0.25% 108
2018
Q4 		$92.5M Sell
1,628,979
-261,694
-14% -$15.1M 0.34% 61
2018
Q3 		$104M Buy
1,890,673
+297,438
+19% +$16.8M 0.29% 76
2018
Q2 		$89.5M Buy
+1,593,235
New +$85.3M 0.26% 103

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Lord, Abbett & Co's EVRG Position: Q4 2020 in Review

Lord, Abbett & Co sold out of Evergy (EVRG) in Q4 2020, closing a stake of 345,974 shares — an estimated $17.6M sold.

Lord, Abbett & Co first reported a position in EVRG in Q2 2018 and held it in 10 quarters. The position peaked at $104M in Q3 2018. 592 funds tracked by Wall St. Rank hold EVRG as of Q4 2020.

  • Lord, Abbett & Co reported no remaining Evergy position as of Q4 2020 after selling out during the quarter.
  • Lord, Abbett & Co sold 345,974 Evergy shares in Q4 2020, an estimated $17.6M.
  • Lord, Abbett & Co first reported a position in Evergy in Q2 2018 and held it in 10 quarters.
  • Lord, Abbett & Co's Evergy position peaked at $104M in Q3 2018.
  • 592 funds tracked by Wall St. Rank held Evergy as of Q4 2020.

Based on Lord, Abbett & Co's 13F filing for Q4 2020, filed 9 Feb 2021.