Perella Weinberg Partners Capital Management’s Evergy EVRG Stock Holding History

Perella Weinberg 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
2019 Q3	–	Sell	-25,807	Closed	-$1.55M	–	71
2019 Q2	$1.55M	Buy	25,807 +2,369	+10%	+$139K	0.07%	168
2019 Q1	$1.36M	Sell	23,438 -8,589	-27%	-$489K	0.06%	165
2018 Q4	$1.82M	Sell	32,027 -5,666	-15%	-$327K	0.11%	142
2018 Q3	$2.07M	Sell	37,693 -16,319	-30%	-$923K	0.1%	136
2018 Q2	$3.03M	Buy	+54,012	New	+$2.89M	0.13%	127

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 $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Perella Weinberg Partners Capital Management's EVRG Position: Q3 2019 in Review

Perella Weinberg Partners Capital Management sold out of Evergy (EVRG) in Q3 2019, closing a stake of 25,807 shares — an estimated $1.55M sold.

Perella Weinberg Partners Capital Management first reported a position in EVRG in Q2 2018 and held it in 5 quarters. The position peaked at $3.03M in Q2 2018. 589 funds tracked by Wall St. Rank hold EVRG as of Q3 2019.

Perella Weinberg Partners Capital Management reported no remaining Evergy position as of Q3 2019 after selling out during the quarter.
Perella Weinberg Partners Capital Management sold 25,807 Evergy shares in Q3 2019, an estimated $1.55M.
Perella Weinberg Partners Capital Management first reported a position in Evergy in Q2 2018 and held it in 5 quarters.
Perella Weinberg Partners Capital Management's Evergy position peaked at $3.03M in Q2 2018.
589 funds tracked by Wall St. Rank held Evergy as of Q3 2019.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.