Lourd Capital’s Evergy EVRG Stock Holding History

Lourd Capital’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
2019 Q1	–	Sell	-3,871	Closed	-$220K	–	182
2018 Q4	$220K	Sell	3,871 -150	-4%	-$8.66K	0.02%	264
2018 Q3	$221K	Buy	+4,021	New	+$227K	0.01%	286

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

Lourd Capital's EVRG Position: Q1 2019 in Review

Lourd Capital sold out of Evergy (EVRG) in Q1 2019, closing a stake of 3,871 shares — an estimated $220K sold.

Lourd Capital first reported a position in EVRG in Q3 2018 and held it in 2 quarters. The position peaked at $221K in Q3 2018. 574 funds tracked by Wall St. Rank hold EVRG as of Q1 2019.

Lourd Capital reported no remaining Evergy position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 3,871 Evergy shares in Q1 2019, an estimated $220K.
Lourd Capital first reported a position in Evergy in Q3 2018 and held it in 2 quarters.
Lourd Capital's Evergy position peaked at $221K in Q3 2018.
574 funds tracked by Wall St. Rank held Evergy as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.