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Rampart Investment Management’s Evergy EVRG Stock Holding History

Rampart 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
2020
Q3 		– Sell
-3,163
Closed -$188K – 450
2020
Q2 		$188K Buy
3,163
+1,286
+69% +$76.2K 0.03% 391
2020
Q1 		$103K Sell
1,877
-10,159
-84% -$668K 0.05% 318
2019
Q4 		$783K Sell
12,036
-3,133
-21% -$200K 0.1% 257
2019
Q3 		$1.01M Sell
15,169
-2,720
-15% -$172K 0.13% 216
2019
Q2 		$1.08M Sell
17,889
-1,746
-9% -$102K 0.13% 212
2019
Q1 		$1.14M Sell
19,635
-1,106
-5% -$62.9K 0.13% 215
2018
Q4 		$1.18M Buy
20,741
+13,001
+168% +$750K 0.33% 80
2018
Q3 		$166K Buy
7,740
+4,984
+181% +$282K 0.07% 288
2018
Q2 		$155K Buy
+2,756
New +$148K 0.02% 473

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 $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Rampart Investment Management's EVRG Position: Q3 2020 in Review

Rampart Investment Management sold out of Evergy (EVRG) in Q3 2020, closing a stake of 3,163 shares — an estimated $188K sold.

Rampart Investment Management first reported a position in EVRG in Q2 2018 and held it in 9 quarters. The position peaked at $1.18M in Q4 2018. 562 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

  • Rampart Investment Management reported no remaining Evergy position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 3,163 Evergy shares in Q3 2020, an estimated $188K.
  • Rampart Investment Management first reported a position in Evergy in Q2 2018 and held it in 9 quarters.
  • Rampart Investment Management's Evergy position peaked at $1.18M in Q4 2018.
  • 562 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.