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Riverhead Capital Management’s Evergy EVRG Stock Holding History

Riverhead Capital 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
2019
Q3 		$3.16M Buy
47,536
+11,600
+32% +$734K 0.12% 225
2019
Q2 		$2.16M Buy
35,936
+1,736
+5% +$102K 0.08% 325
2019
Q1 		$1.99M Buy
34,200
+1,870
+6% +$106K 0.08% 309
2018
Q4 		$1.83M Buy
32,330
+25,474
+372% +$1.47M 0.08% 306
2018
Q3 		$377K Sell
6,856
-17,040
-71% -$964K 0.01% 896
2018
Q2 		$1.34M Buy
+23,896
New +$1.28M 0.05% 390

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Riverhead Capital Management's EVRG Position: Q3 2019 in Review

Riverhead Capital Management increased its Evergy (EVRG) stake by 32% in Q3 2019, buying an estimated $734K and bringing the position to 47,536 shares worth $3.16M. The position accounts for 0.12% of the portfolio, ranked #225.

Riverhead Capital Management first reported a position in EVRG in Q2 2018 and has held it in 6 quarters since. 589 funds tracked by Wall St. Rank hold EVRG as of Q3 2019.

  • Riverhead Capital Management held 47,536 shares of Evergy worth $3.16M as of Q3 2019.
  • Riverhead Capital Management bought 11,600 Evergy shares in Q3 2019, an estimated $734K.
  • Evergy made up 0.12% of Riverhead Capital Management's portfolio in Q3 2019, its #225 holding.
  • Riverhead Capital Management first reported a position in Evergy in Q2 2018 and has held it in 6 quarters since.
  • 589 funds tracked by Wall St. Rank held Evergy as of Q3 2019.

Based on Riverhead Capital Management's 13F filing for Q3 2019, filed 13 Nov 2019.