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Rockbridge Investment Management’s Evergy EVRG Stock Holding History

Rockbridge 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
Q4 		– Sell
-57
Closed -$3K – 695
2020
Q3 		$3K Hold
57
– – ﹤0.01% 559
2020
Q2 		$3K Buy
+57
New +$3.38K ﹤0.01% 528

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

Rockbridge Investment Management's EVRG Position: Q4 2020 in Review

Rockbridge Investment Management sold out of Evergy (EVRG) in Q4 2020, closing a stake of 57 shares — an estimated $3K sold.

Rockbridge Investment Management first reported a position in EVRG in Q2 2020 and held it in 2 quarters. The position peaked at $3K in Q3 2020. 592 funds tracked by Wall St. Rank hold EVRG as of Q4 2020.

  • Rockbridge Investment Management reported no remaining Evergy position as of Q4 2020 after selling out during the quarter.
  • Rockbridge Investment Management sold 57 Evergy shares in Q4 2020, an estimated $3K.
  • Rockbridge Investment Management first reported a position in Evergy in Q2 2020 and held it in 2 quarters.
  • Rockbridge Investment Management's Evergy position peaked at $3K in Q3 2020.
  • 592 funds tracked by Wall St. Rank held Evergy as of Q4 2020.

Based on Rockbridge Investment Management's 13F filing for Q4 2020, filed 4 Mar 2021.