Optimal Asset Management’s Evergy EVRG Stock Holding History

Optimal Asset 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	$1.97M	Buy	31,594 +57	+0.2%	+$3.74K	0.25%	151
2021 Q2	$1.91M	Buy	31,537 +1	+0%	+$63	0.23%	162
2021 Q1	$1.88M	Buy	31,536 +3,201	+11%	+$177K	0.24%	145
2020 Q4	$1.57M	Sell	28,335 -58	-0.2%	-$3.18K	0.22%	158
2020 Q3	$1.44M	Sell	28,393 -4,407	-13%	-$246K	0.21%	161
2020 Q2	$1.95M	Sell	32,800 -46,780	-59%	-$2.77M	0.32%	111
2020 Q1	$4.38K	Buy	79,580 +35,110	+79%	+$2.31M	0.41%	76
2019 Q4	$2.9M	Buy	+44,470	New	+$2.84M	0.44%	61

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MAM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Optimal Asset Management's EVRG Position: Q3 2021 in Review

Optimal Asset Management increased its Evergy (EVRG) stake by 0.18% in Q3 2021, buying an estimated $3.74K and bringing the position to 31,594 shares worth $1.97M. The position accounts for 0.25% of the portfolio, ranked #151.

Optimal Asset Management first reported a position in EVRG in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.9M in Q4 2019. 591 funds tracked by Wall St. Rank hold EVRG as of Q3 2021.

Optimal Asset Management held 31,594 shares of Evergy worth $1.97M as of Q3 2021.
Optimal Asset Management bought 57 Evergy shares in Q3 2021, an estimated $3.74K.
Evergy made up 0.25% of Optimal Asset Management's portfolio in Q3 2021, its #151 holding.
Optimal Asset Management first reported a position in Evergy in Q4 2019 and has held it in 8 quarters since.
Optimal Asset Management's Evergy position peaked at $2.9M in Q4 2019.
591 funds tracked by Wall St. Rank held Evergy as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.