Pictet Asset Management (UK)’s Evergy EVRG Stock Holding History

Pictet Asset Management (UK)’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 Q2	$263M	Sell	4,346,240 -305,056	-7%	-$19.1M	0.29%	104
2021 Q1	$277M	Sell	4,651,296 -246,706	-5%	-$13.7M	0.33%	83
2020 Q4	$272M	Buy	4,898,002 +4,806,752	+5,268%	+$264M	0.35%	81
2020 Q3	$4.64M	Sell	91,250 -1,882	-2%	-$105K	0.01%	743
2020 Q2	$5.52M	Buy	93,132 +319	+0.3%	+$18.9K	0.01%	657
2020 Q1	$5.11M	Sell	92,813 -9,630	-9%	-$633K	0.01%	634
2019 Q4	$6.67M	Sell	102,443 -16,714	-14%	-$1.07M	0.01%	688
2019 Q3	$7.93M	Sell	119,157 -3,234	-3%	-$205K	0.02%	586
2019 Q2	$7.36M	Sell	122,391 -29,601	-19%	-$1.73M	0.02%	588
2019 Q1	$8.82M	Sell	151,992 -304,349	-67%	-$17.3M	0.02%	562
2018 Q4	$25.9K	Sell	456,341 -1,178,254	-72%	-$68M	0.06%	324
2018 Q3	$89.8M	Sell	1,634,595 -86,743	-5%	-$4.91M	0.19%	155
2018 Q2	$96.7M	Buy	+1,721,338	New	+$92.2M	0.23%	135

Other funds holding EVRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Pictet Asset Management (UK)'s EVRG Position: Q2 2021 in Review

Pictet Asset Management (UK) reduced its Evergy (EVRG) stake by 6.6% in Q2 2021, selling an estimated $19.1M and leaving 4,346,240 shares worth $263M. The position accounts for 0.29% of the portfolio, ranked #104.

Pictet Asset Management (UK) first reported a position in EVRG in Q2 2018 and has held it in 13 quarters since. The position peaked at $277M in Q1 2021. 580 funds tracked by Wall St. Rank hold EVRG as of Q2 2021.

Pictet Asset Management (UK) held 4,346,240 shares of Evergy worth $263M as of Q2 2021.
Pictet Asset Management (UK) sold 305,056 Evergy shares in Q2 2021, an estimated $19.1M.
Evergy made up 0.29% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #104 holding.
Pictet Asset Management (UK) first reported a position in Evergy in Q2 2018 and has held it in 13 quarters since.
Pictet Asset Management (UK)'s Evergy position peaked at $277M in Q1 2021.
580 funds tracked by Wall St. Rank held Evergy as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.