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OppenheimerFunds’s Evergy EVRG Stock Holding History

OppenheimerFunds’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
2019
Q1 		$35.2M Buy
606,245
+9,515
+2% +$542K 0.04% 402
2018
Q4 		$33.9M Buy
596,730
+17,064
+3% +$985K 0.05% 368
2018
Q3 		$31.8M Buy
579,666
+572,552
+8,048% +$32.4M 0.04% 460
2018
Q2 		$399K Buy
+7,114
New +$381K ﹤0.01% 1514

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

OppenheimerFunds's EVRG Position: Q1 2019 in Review

OppenheimerFunds increased its Evergy (EVRG) stake by 1.6% in Q1 2019, buying an estimated $542K and bringing the position to 606,245 shares worth $35.2M. The position accounts for 0.04% of the portfolio, ranked #402.

OppenheimerFunds first reported a position in EVRG in Q2 2018 and has held it in 4 quarters since. 574 funds tracked by Wall St. Rank hold EVRG as of Q1 2019.

  • OppenheimerFunds held 606,245 shares of Evergy worth $35.2M as of Q1 2019.
  • OppenheimerFunds bought 9,515 Evergy shares in Q1 2019, an estimated $542K.
  • Evergy made up 0.04% of OppenheimerFunds's portfolio in Q1 2019, its #402 holding.
  • OppenheimerFunds first reported a position in Evergy in Q2 2018 and has held it in 4 quarters since.
  • 574 funds tracked by Wall St. Rank held Evergy as of Q1 2019.

Based on OppenheimerFunds's 13F filing for Q1 2019, filed 13 May 2019.