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Meritage Group’s Evergy EVRG Stock Holding History

Meritage 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
Q4 		– Sell
-8,613
Closed -$438K – 40
2020
Q3 		$438K Buy
+8,613
New +$482K 0.01% 19
2020
Q1 		– Sell
-5,183
Closed -$337K – 41
2019
Q4 		$337K Buy
+5,183
New +$331K 0.01% 23

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

Meritage Group's EVRG Position: Q4 2020 in Review

Meritage Group sold out of Evergy (EVRG) in Q4 2020, closing a stake of 8,613 shares — an estimated $438K sold.

Meritage Group first reported a position in EVRG in Q4 2019 and held it in 2 quarters. The position peaked at $438K in Q3 2020. 592 funds tracked by Wall St. Rank hold EVRG as of Q4 2020.

  • Meritage Group reported no remaining Evergy position as of Q4 2020 after selling out during the quarter.
  • Meritage Group sold 8,613 Evergy shares in Q4 2020, an estimated $438K.
  • Meritage Group first reported a position in Evergy in Q4 2019 and held it in 2 quarters.
  • Meritage Group's Evergy position peaked at $438K in Q3 2020.
  • 592 funds tracked by Wall St. Rank held Evergy as of Q4 2020.

Based on Meritage Group's 13F filing for Q4 2020, filed 12 Feb 2021.