MFG
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Magnus Financial Group’s Evergy EVRG Stock Holding History

Magnus Financial Group’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
Q3 		– Sell
-3,750
Closed -$222K – 418
2020
Q2 		$222K Sell
3,750
-13
-0.3% -$770 0.02% 530
2020
Q1 		$207K Buy
3,763
+197
+6% +$12.9K 0.03% 453
2019
Q4 		$232K Buy
3,566
+15
+0.4% +$957 0.03% 416
2019
Q3 		$236K Buy
3,551
+1
+0% +$63 0.04% 375
2019
Q2 		$214K Buy
3,550
+1
+0% +$59 0.04% 425
2019
Q1 		$206K Buy
3,549
+1
+0% +$57 0.04% 422
2018
Q4 		$201K Buy
+3,548
New +$205K 0.05% 363

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Magnus Financial Group's EVRG Position: Q3 2020 in Review

Magnus Financial Group sold out of Evergy (EVRG) in Q3 2020, closing a stake of 3,750 shares — an estimated $222K sold.

Magnus Financial Group first reported a position in EVRG in Q4 2018 and held it in 7 quarters. The position peaked at $236K in Q3 2019. 561 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

  • Magnus Financial Group reported no remaining Evergy position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 3,750 Evergy shares in Q3 2020, an estimated $222K.
  • Magnus Financial Group first reported a position in Evergy in Q4 2018 and held it in 7 quarters.
  • Magnus Financial Group's Evergy position peaked at $236K in Q3 2019.
  • 561 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.