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Peapack-Gladstone Financial Corp’s Evergy EVRG Stock Holding History

Peapack-Gladstone Financial Corp’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
2023
Q4 		– Sell
-4,454
Closed -$226K – 705
2023
Q3 		$226K Sell
4,454
-150
-3% -$8.52K ﹤0.01% 607
2023
Q2 		$269K Sell
4,604
-770
-14% -$46.5K ﹤0.01% 588
2023
Q1 		$319K Buy
5,374
+122
+2% +$7.42K 0.01% 548
2022
Q4 		$330K Sell
5,252
-451
-8% -$27.1K 0.01% 527
2022
Q3 		$339K Buy
+5,703
New +$384K 0.01% 517

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peapack-Gladstone Financial Corp's EVRG Position: Q4 2023 in Review

Peapack-Gladstone Financial Corp sold out of Evergy (EVRG) in Q4 2023, closing a stake of 4,454 shares — an estimated $226K sold.

Peapack-Gladstone Financial Corp first reported a position in EVRG in Q3 2022 and held it in 5 quarters. The position peaked at $339K in Q3 2022. 704 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

  • Peapack-Gladstone Financial Corp reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 4,454 Evergy shares in Q4 2023, an estimated $226K.
  • Peapack-Gladstone Financial Corp first reported a position in Evergy in Q3 2022 and held it in 5 quarters.
  • Peapack-Gladstone Financial Corp's Evergy position peaked at $339K in Q3 2022.
  • 704 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q4 2023, filed 13 Feb 2024.