QIM
EVRG icon

Quantitative Investment Management’s Evergy EVRG Stock Holding History

Quantitative Investment 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
2021
Q4 		– Sell
-18,692
Closed -$1.16M – 308
2021
Q3 		$1.16M Buy
18,692
+8,681
+87% +$569K 0.11% 183
2021
Q2 		$604K Sell
10,011
-57,307
-85% -$3.59M 0.05% 267
2021
Q1 		$4.01M Buy
67,318
+8,491
+14% +$470K 0.34% 64
2020
Q4 		$3.27M Buy
58,827
+23,506
+67% +$1.29M 0.26% 91
2020
Q3 		$1.79M Buy
35,321
+15,861
+82% +$887K 0.16% 122
2020
Q2 		$1.15M Sell
19,460
-7,230
-27% -$428K 0.12% 187
2020
Q1 		$1.47M Sell
26,690
-12,613
-32% -$829K 0.16% 153
2019
Q4 		$2.56M Sell
39,303
-58,652
-60% -$3.74M 0.08% 263
2019
Q3 		$6.52M Sell
97,955
-55,388
-36% -$3.5M 0.35% 81
2019
Q2 		$9.22M Buy
153,343
+78,174
+104% +$4.57M 0.36% 70
2019
Q1 		$4.36M Buy
+75,169
New +$4.28M 0.25% 110

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CS
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return