Quantitative Systematic Strategies’s Evergy EVRG Stock Holding History

Quantitative Systematic Strategies’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 Q3	–	Sell	-25,005	Closed	-$1.51M	–	130
2021 Q2	$1.51M	Sell	25,005 -17,642	-41%	-$1.1M	0.53%	22
2021 Q1	$2.54M	Buy	42,647 +4,027	+10%	+$223K	0.39%	54
2020 Q4	$2.14M	Buy	38,620 +18,219	+89%	+$1,000K	0.3%	89
2020 Q3	$1.04M	Sell	20,401 -4,746	-19%	-$265K	0.18%	170
2020 Q2	$1.49M	Buy	25,147 +20,762	+473%	+$1.23M	0.29%	102
2020 Q1	$241K	Buy	+4,385	New	+$288K	0.2%	181
2019 Q2	–	Sell	-29,286	Closed	-$1.7M	–	501
2019 Q1	$1.7M	Sell	29,286 -2,812	-9%	-$160K	0.42%	82
2018 Q4	$1.82M	Sell	32,098 -1,256	-4%	-$72.5K	0.41%	52
2018 Q3	$1.83M	Buy	33,354 +18,489	+124%	+$1.05M	0.35%	81
2018 Q2	$835K	Buy	+14,865	New	+$796K	0.15%	232

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Quantitative Systematic Strategies's EVRG Position: Q3 2021 in Review

Quantitative Systematic Strategies sold out of Evergy (EVRG) in Q3 2021, closing a stake of 25,005 shares — an estimated $1.51M sold.

Quantitative Systematic Strategies first reported a position in EVRG in Q2 2018 and held it in 10 quarters. The position peaked at $2.54M in Q1 2021. 591 funds tracked by Wall St. Rank hold EVRG as of Q3 2021.

Quantitative Systematic Strategies reported no remaining Evergy position as of Q3 2021 after selling out during the quarter.
Quantitative Systematic Strategies sold 25,005 Evergy shares in Q3 2021, an estimated $1.51M.
Quantitative Systematic Strategies first reported a position in Evergy in Q2 2018 and held it in 10 quarters.
Quantitative Systematic Strategies's Evergy position peaked at $2.54M in Q1 2021.
591 funds tracked by Wall St. Rank held Evergy as of Q3 2021.

Based on Quantitative Systematic Strategies's 13F filing for Q3 2021, filed 16 Nov 2021.