Mondrian Investment Partners’s Evergy EVRG Stock Holding History

Mondrian Investment Partners’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
2022 Q4	–	Sell	-966	Closed	-$57K	–	93
2022 Q3	$57K	Hold	966	–	–	﹤0.01%	77
2022 Q2	$63K	Hold	966	–	–	﹤0.01%	75
2022 Q1	$66K	Hold	966	–	–	﹤0.01%	75
2021 Q4	$66K	Hold	966	–	–	﹤0.01%	123
2021 Q3	$60K	Hold	966	–	–	﹤0.01%	118
2021 Q2	$58K	Hold	966	–	–	﹤0.01%	119
2021 Q1	$62K	Sell	966 -143	-13%	-$7.91K	﹤0.01%	114
2020 Q4	$62K	Hold	1,109	–	–	﹤0.01%	104
2020 Q3	$61K	Buy	1,109 +280	+34%	+$15.7K	﹤0.01%	96
2020 Q2	$49K	Hold	829	–	–	﹤0.01%	95
2020 Q1	$46K	Hold	829	–	–	﹤0.01%	91
2019 Q4	$54K	Hold	829	–	–	﹤0.01%	96
2019 Q3	$55K	Buy	829 +166	+25%	+$10.5K	﹤0.01%	96
2019 Q2	$40K	Hold	663	–	–	﹤0.01%	102
2019 Q1	$38K	Hold	663	–	–	﹤0.01%	107
2018 Q4	$38K	Buy	+663	New	+$38.3K	﹤0.01%	105

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 $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

MAM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Mondrian Investment Partners's EVRG Position: Q4 2022 in Review

Mondrian Investment Partners sold out of Evergy (EVRG) in Q4 2022, closing a stake of 966 shares — an estimated $57K sold.

Mondrian Investment Partners first reported a position in EVRG in Q4 2018 and held it in 16 quarters. The position peaked at $66K in Q1 2022. 684 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

Mondrian Investment Partners reported no remaining Evergy position as of Q4 2022 after selling out during the quarter.
Mondrian Investment Partners sold 966 Evergy shares in Q4 2022, an estimated $57K.
Mondrian Investment Partners first reported a position in Evergy in Q4 2018 and held it in 16 quarters.
Mondrian Investment Partners's Evergy position peaked at $66K in Q1 2022.
684 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Mondrian Investment Partners's 13F filing for Q4 2022, filed 3 Feb 2023.