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MD Financial Management’s Evergy EVRG Stock Holding History

MD Financial Management’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
Q4 		$2.06M Buy
29,972
+1,277
+4% +$83K 0.05% 206
2021
Q3 		$1.78M Sell
28,695
-2,042
-7% -$134K 0.05% 208
2021
Q2 		$1.86M Buy
+30,737
New +$1.92M 0.05% 208

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CS
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MD Financial Management's EVRG Position: Q4 2021 in Review

MD Financial Management increased its Evergy (EVRG) stake by 4.5% in Q4 2021, buying an estimated $83K and bringing the position to 29,972 shares worth $2.06M. The position accounts for 0.05% of the portfolio, ranked #206.

MD Financial Management first reported a position in EVRG in Q2 2021 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold EVRG as of Q4 2021.

  • MD Financial Management held 29,972 shares of Evergy worth $2.06M as of Q4 2021.
  • MD Financial Management bought 1,277 Evergy shares in Q4 2021, an estimated $83K.
  • Evergy made up 0.05% of MD Financial Management's portfolio in Q4 2021, its #206 holding.
  • MD Financial Management first reported a position in Evergy in Q2 2021 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held Evergy as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.