NVCHI
EVRG icon

New Vernon Capital Holdings II’s Evergy EVRG Stock Holding History

New Vernon Capital Holdings II’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
Q1 		– Sell
-10,514
Closed -$684K – 27
2019
Q4 		$684K Buy
+10,514
New +$670K 0.39% 24

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New Vernon Capital Holdings II's EVRG Position: Q1 2020 in Review

New Vernon Capital Holdings II sold out of Evergy (EVRG) in Q1 2020, closing a stake of 10,514 shares — an estimated $684K sold.

New Vernon Capital Holdings II first reported a position in EVRG in Q4 2019 and held it in 1 quarter. The position peaked at $684K in Q4 2019. 582 funds tracked by Wall St. Rank hold EVRG as of Q1 2020.

  • New Vernon Capital Holdings II reported no remaining Evergy position as of Q1 2020 after selling out during the quarter.
  • New Vernon Capital Holdings II sold 10,514 Evergy shares in Q1 2020, an estimated $684K.
  • New Vernon Capital Holdings II first reported a position in Evergy in Q4 2019 and held it in 1 quarter.
  • New Vernon Capital Holdings II's Evergy position peaked at $684K in Q4 2019.
  • 582 funds tracked by Wall St. Rank held Evergy as of Q1 2020.

Based on New Vernon Capital Holdings II's 13F filing for Q1 2020, filed 15 May 2020.