MWNA
EVRG icon

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 – 1549
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $15.9B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return