OPCM
EVRG icon

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
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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return