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New England Research & Management’s Evergy EVRG Stock Holding History

New England Research & 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
Q3 		– Sell
-5,250
Closed -$317K – 184
2021
Q2 		$317K Sell
5,250
-150
-3% -$9.38K 0.16% 141
2021
Q1 		$321K Hold
5,400
– – 0.18% 132
2020
Q4 		$300K Sell
5,400
-11,350
-68% -$623K 0.19% 134
2020
Q3 		$851K Buy
+16,750
New +$936K 0.62% 56

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 $3.37T AUM 44.26% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New England Research & Management's EVRG Position: Q3 2021 in Review

New England Research & Management sold out of Evergy (EVRG) in Q3 2021, closing a stake of 5,250 shares — an estimated $317K sold.

New England Research & Management first reported a position in EVRG in Q3 2020 and held it in 4 quarters. The position peaked at $851K in Q3 2020. 592 funds tracked by Wall St. Rank hold EVRG as of Q3 2021.

  • New England Research & Management reported no remaining Evergy position as of Q3 2021 after selling out during the quarter.
  • New England Research & Management sold 5,250 Evergy shares in Q3 2021, an estimated $317K.
  • New England Research & Management first reported a position in Evergy in Q3 2020 and held it in 4 quarters.
  • New England Research & Management's Evergy position peaked at $851K in Q3 2020.
  • 592 funds tracked by Wall St. Rank held Evergy as of Q3 2021.

Based on New England Research & Management's 13F filing for Q3 2021, filed 8 Oct 2021.