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Raab & Moskowitz Asset Management’s Evergy EVRG Stock Holding History

Raab & Moskowitz Asset 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
2020
Q1 		– Sell
-300
Closed -$19K – 250
2019
Q4 		$19K Buy
+300
New +$19.1K 0.01% 348
2018
Q4 		– Sell
-300
Closed -$16K – 261
2018
Q3 		$16K Buy
+300
New +$17K 0.01% 370

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 $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raab & Moskowitz Asset Management's EVRG Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Evergy (EVRG) in Q1 2020, closing a stake of 300 shares — an estimated $19K sold.

Raab & Moskowitz Asset Management first reported a position in EVRG in Q3 2018 and held it in 2 quarters. The position peaked at $19K in Q4 2019. 581 funds tracked by Wall St. Rank hold EVRG as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining Evergy position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 300 Evergy shares in Q1 2020, an estimated $19K.
  • Raab & Moskowitz Asset Management first reported a position in Evergy in Q3 2018 and held it in 2 quarters.
  • Raab & Moskowitz Asset Management's Evergy position peaked at $19K in Q4 2019.
  • 581 funds tracked by Wall St. Rank held Evergy as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.