San Francisco Sentry Investment Group’s Evergy EVRG Stock Holding History

San Francisco Sentry Investment Group’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 Q2	$52K	Hold	865	–	–	0.03%	361
2021 Q1	$52K	Hold	865	–	–	0.02%	371
2020 Q4	$48K	Hold	865	–	–	0.02%	362
2020 Q3	$44K	Hold	865	–	–	0.02%	344
2020 Q2	$51K	Sell	865 -12	-1%	-$711	0.03%	324
2020 Q1	$48K	Sell	877 -388	-31%	-$25.5K	0.03%	289
2019 Q4	$82K	Hold	1,265	–	–	0.04%	313
2019 Q3	$84K	Hold	1,265	–	–	0.04%	300
2019 Q2	$76K	Hold	1,265	–	–	0.03%	318
2019 Q1	$74K	Buy	1,265 +65	+5%	+$3.7K	0.03%	350
2018 Q4	$68K	Hold	1,200	–	–	0.03%	335
2018 Q3	$66K	Sell	1,200 -150	-11%	-$8.48K	0.02%	369
2018 Q2	$76K	Buy	+1,350	New	+$72.3K	0.03%	344

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

San Francisco Sentry Investment Group's EVRG Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its Evergy (EVRG) position steady in Q2 2021 at 865 shares worth $52K. The position accounts for 0.03% of the portfolio, ranked #361.

San Francisco Sentry Investment Group first reported a position in EVRG in Q2 2018 and has held it in 13 quarters since. The position peaked at $84K in Q3 2019. 581 funds tracked by Wall St. Rank hold EVRG as of Q2 2021.

San Francisco Sentry Investment Group held 865 shares of Evergy worth $52K as of Q2 2021.
San Francisco Sentry Investment Group left its Evergy share count unchanged in Q2 2021.
Evergy made up 0.03% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #361 holding.
San Francisco Sentry Investment Group first reported a position in Evergy in Q2 2018 and has held it in 13 quarters since.
San Francisco Sentry Investment Group's Evergy position peaked at $84K in Q3 2019.
581 funds tracked by Wall St. Rank held Evergy as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.