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MUFG Americas’s Evergy EVRG Stock Holding History

MUFG Americas’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
-133
Closed -$8K – 687
2021
Q1 		$8K Buy
133
+103
+343% +$5.7K ﹤0.01% 625
2020
Q4 		$2K Buy
+30
New +$1.65K ﹤0.01% 697
2018
Q4 		– Sell
-119
Closed -$7K – 751
2018
Q3 		$7K Hold
119
– – ﹤0.01% 689
2018
Q2 		$7K Buy
+119
New +$6.37K ﹤0.01% 814

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
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MUFG Americas's EVRG Position: Q2 2021 in Review

MUFG Americas sold out of Evergy (EVRG) in Q2 2021, closing a stake of 133 shares — an estimated $8K sold.

MUFG Americas first reported a position in EVRG in Q2 2018 and held it in 4 quarters. The position peaked at $8K in Q1 2021. 582 funds tracked by Wall St. Rank hold EVRG as of Q2 2021.

  • MUFG Americas reported no remaining Evergy position as of Q2 2021 after selling out during the quarter.
  • MUFG Americas sold 133 Evergy shares in Q2 2021, an estimated $8K.
  • MUFG Americas first reported a position in Evergy in Q2 2018 and held it in 4 quarters.
  • MUFG Americas's Evergy position peaked at $8K in Q1 2021.
  • 582 funds tracked by Wall St. Rank held Evergy as of Q2 2021.

Based on MUFG Americas's 13F filing for Q2 2021, filed 6 Aug 2021.