Opus Investment Management’s Evergy EVRG Stock Holding History

Opus Investment 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
2020 Q4	–	Sell	-53,394	Closed	-$2.71M	–	98
2020 Q3	$2.71M	Buy	53,394 +5,300	+11%	+$296K	0.51%	54
2020 Q2	$2.85M	Hold	48,094	–	–	0.58%	52
2020 Q1	$2.65M	Sell	48,094 -25,000	-34%	-$1.64M	0.56%	48
2019 Q4	$4.76M	Hold	73,094	–	–	0.78%	39
2019 Q3	$4.87M	Hold	73,094	–	–	0.85%	35
2019 Q2	$4.4M	Hold	73,094	–	–	0.83%	38
2019 Q1	$4.24M	Hold	73,094	–	–	0.84%	39
2018 Q4	$4.15M	Sell	73,094 -5,200	-7%	-$300K	0.89%	39
2018 Q3	$4.3M	Hold	78,294	–	–	0.75%	39
2018 Q2	$4.4M	Buy	+78,294	New	+$4.19M	0.8%	39

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MAM

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Opus Investment Management's EVRG Position: Q4 2020 in Review

Opus Investment Management sold out of Evergy (EVRG) in Q4 2020, closing a stake of 53,394 shares — an estimated $2.71M sold.

Opus Investment Management first reported a position in EVRG in Q2 2018 and held it in 10 quarters. The position peaked at $4.87M in Q3 2019. 593 funds tracked by Wall St. Rank hold EVRG as of Q4 2020.

Opus Investment Management reported no remaining Evergy position as of Q4 2020 after selling out during the quarter.
Opus Investment Management sold 53,394 Evergy shares in Q4 2020, an estimated $2.71M.
Opus Investment Management first reported a position in Evergy in Q2 2018 and held it in 10 quarters.
Opus Investment Management's Evergy position peaked at $4.87M in Q3 2019.
593 funds tracked by Wall St. Rank held Evergy as of Q4 2020.

Based on Opus Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.