QIM
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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Quantitative Investment Management's EVRG Position: Q4 2021 in Review

Quantitative Investment Management sold out of Evergy (EVRG) in Q4 2021, closing a stake of 18,692 shares — an estimated $1.16M sold.

Quantitative Investment Management first reported a position in EVRG in Q1 2019 and held it in 11 quarters. The position peaked at $9.22M in Q2 2019. 631 funds tracked by Wall St. Rank hold EVRG as of Q4 2021.

  • Quantitative Investment Management reported no remaining Evergy position as of Q4 2021 after selling out during the quarter.
  • Quantitative Investment Management sold 18,692 Evergy shares in Q4 2021, an estimated $1.16M.
  • Quantitative Investment Management first reported a position in Evergy in Q1 2019 and held it in 11 quarters.
  • Quantitative Investment Management's Evergy position peaked at $9.22M in Q2 2019.
  • 631 funds tracked by Wall St. Rank held Evergy as of Q4 2021.

Based on Quantitative Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.