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Pendal Group’s Evergy EVRG Stock Holding History

Pendal Group’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
2022
Q4 		$2.06M Buy
+32,675
New +$1.96M 0.02% 210
2021
Q4 		– Sell
-14,976
Closed -$932K – 582
2021
Q3 		$932K Buy
+14,976
New +$982K 0.01% 326
2020
Q2 		– Sell
-1,120
Closed -$61.7K – 460
2020
Q1 		$61.7K Buy
+1,120
New +$73.6K ﹤0.01% 413

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Pendal Group's EVRG Position: Q4 2022 in Review

Pendal Group opened a new position in Evergy (EVRG) in Q4 2022: 32,675 shares worth $2.06M. The stake represents 0.02% of the portfolio and ranks #210 among its holdings. This is a return to the name: Pendal Group previously reported a position in EVRG as recently as Q3 2021.

Pendal Group first reported a position in EVRG in Q1 2020 and has held it in 3 quarters since. 686 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

  • Pendal Group held 32,675 shares of Evergy worth $2.06M as of Q4 2022.
  • Evergy was a new Pendal Group position in Q4 2022.
  • Evergy made up 0.02% of Pendal Group's portfolio in Q4 2022, its #210 holding.
  • Pendal Group first reported a position in Evergy in Q1 2020 and has held it in 3 quarters since.
  • 686 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.