Polianta Ltd’s Evergy EVRG Stock Holding History

Polianta Ltd’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	-19,900	Closed	-$1.01M	–	78
2023 Q3	$1.01M	Buy	19,900 +2,300	+13%	+$131K	0.5%	48
2023 Q2	$1.03M	Buy	+17,600	New	+$1.06M	0.48%	58
2020 Q2	–	Sell	-15,100	Closed	-$831K	–	78
2020 Q1	$831K	Buy	+15,100	New	+$992K	0.57%	29

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

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

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

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

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Polianta Ltd's EVRG Position: Q4 2023 in Review

Polianta Ltd sold out of Evergy (EVRG) in Q4 2023, closing a stake of 19,900 shares — an estimated $1.01M sold.

Polianta Ltd first reported a position in EVRG in Q1 2020 and held it in 3 quarters. The position peaked at $1.03M in Q2 2023. 704 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

Polianta Ltd reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
Polianta Ltd sold 19,900 Evergy shares in Q4 2023, an estimated $1.01M.
Polianta Ltd first reported a position in Evergy in Q1 2020 and held it in 3 quarters.
Polianta Ltd's Evergy position peaked at $1.03M in Q2 2023.
704 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Polianta Ltd's 13F filing for Q4 2023, filed 9 Jan 2024.