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	-$57	–	93
2022 Q3	$57	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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return