Marshall Wace North America’s Evergy EVRG Stock Holding History

Marshall Wace North America’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 Q2	–	Sell	-10,572	Closed	-$630K	–	1547
2021 Q1	$630K	Sell	10,572 -216,804	-95%	-$12M	﹤0.01%	1145
2020 Q4	$12.6M	Buy	227,376 +106,645	+88%	+$5.85M	0.06%	333
2020 Q3	$6.13M	Buy	120,731 +1,253	+1%	+$70.1K	0.04%	360
2020 Q2	$7.09M	Sell	119,478 -198,019	-62%	-$11.7M	0.05%	315
2020 Q1	$17.5M	Buy	317,497 +316,410	+29,109%	+$20.8M	0.13%	167
2019 Q4	$71K	Buy	+1,087	New	+$69.3K	﹤0.01%	1101
2019 Q1	–	Sell	-63,010	Closed	-$3.58M	–	1655
2018 Q4	$3.58M	Sell	63,010 -234,357	-79%	-$13.5M	0.03%	309
2018 Q3	$16.3M	Buy	297,367 +6,877	+2%	+$389K	0.11%	156
2018 Q2	$16.3M	Buy	+290,490	New	+$15.6M	0.09%	243

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

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

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

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace North America's EVRG Position: Q2 2021 in Review

Marshall Wace North America sold out of Evergy (EVRG) in Q2 2021, closing a stake of 10,572 shares — an estimated $630K sold.

Marshall Wace North America first reported a position in EVRG in Q2 2018 and held it in 9 quarters. The position peaked at $17.5M in Q1 2020. 582 funds tracked by Wall St. Rank hold EVRG as of Q2 2021.

Marshall Wace North America reported no remaining Evergy position as of Q2 2021 after selling out during the quarter.
Marshall Wace North America sold 10,572 Evergy shares in Q2 2021, an estimated $630K.
Marshall Wace North America first reported a position in Evergy in Q2 2018 and held it in 9 quarters.
Marshall Wace North America's Evergy position peaked at $17.5M in Q1 2020.
582 funds tracked by Wall St. Rank held Evergy as of Q2 2021.

Based on Marshall Wace North America's 13F filing for Q2 2021, filed 13 Aug 2021.