Osborne Partners Capital Management’s Evergy EVRG Stock Holding History

Osborne Partners Capital 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 Q1	–	Sell	-4,556	Closed	-$253K	–	202
2020 Q4	$253K	Sell	4,556 -867	-16%	-$47.6K	0.03%	174
2020 Q3	$276K	Hold	5,423	–	–	0.06%	135
2020 Q2	$322K	Sell	5,423 -324	-6%	-$19.2K	0.07%	130
2020 Q1	$316K	Sell	5,747 -3,506	-38%	-$230K	0.08%	123
2019 Q4	$602K	Hold	9,253	–	–	0.12%	103
2019 Q3	$616K	Hold	9,253	–	–	0.12%	101
2019 Q2	$557K	Sell	9,253 -1,093	-11%	-$63.9K	0.11%	108
2019 Q1	$601K	Sell	10,346 -2,499	-19%	-$142K	0.12%	101
2018 Q4	$729K	Sell	12,845 -1,256	-9%	-$72.5K	0.11%	123
2018 Q3	$774K	Sell	14,101 -582	-4%	-$32.9K	0.1%	123
2018 Q2	$824K	Buy	+14,683	New	+$786K	0.11%	117

Other funds holding EVRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PAMU

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Osborne Partners Capital Management's EVRG Position: Q1 2021 in Review

Osborne Partners Capital Management sold out of Evergy (EVRG) in Q1 2021, closing a stake of 4,556 shares — an estimated $253K sold.

Osborne Partners Capital Management first reported a position in EVRG in Q2 2018 and held it in 11 quarters. The position peaked at $824K in Q2 2018. 585 funds tracked by Wall St. Rank hold EVRG as of Q1 2021.

Osborne Partners Capital Management reported no remaining Evergy position as of Q1 2021 after selling out during the quarter.
Osborne Partners Capital Management sold 4,556 Evergy shares in Q1 2021, an estimated $253K.
Osborne Partners Capital Management first reported a position in Evergy in Q2 2018 and held it in 11 quarters.
Osborne Partners Capital Management's Evergy position peaked at $824K in Q2 2018.
585 funds tracked by Wall St. Rank held Evergy as of Q1 2021.

Based on Osborne Partners Capital Management's 13F filing for Q1 2021, filed 27 Apr 2021.