Sargent Bickham Lagudis’s Evergy EVRG Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$75.5K	Hold	1,199	–	–	0.01%	374
2022 Q3	$71K	Hold	1,199	–	–	0.01%	362
2022 Q2	$79K	Hold	1,199	–	–	0.01%	347
2022 Q1	$82K	Hold	1,199	–	–	0.01%	362
2021 Q4	$82K	Hold	1,199	–	–	0.01%	366
2021 Q3	$75K	Hold	1,199	–	–	0.01%	371
2021 Q2	$72K	Hold	1,199	–	–	0.01%	392
2021 Q1	$71K	Hold	1,199	–	–	0.01%	378
2020 Q4	$67K	Hold	1,199	–	–	0.01%	381
2020 Q3	$61K	Buy	1,199 +200	+20%	+$11.2K	0.01%	354
2020 Q2	$59K	Buy	999 +400	+67%	+$23.7K	0.01%	333
2020 Q1	$33K	Buy	599 +300	+100%	+$19.7K	﹤0.01%	391
2019 Q4	$19K	Sell	299 -960	-76%	-$61.2K	﹤0.01%	528
2019 Q3	$84K	Hold	1,259	–	–	0.01%	276
2019 Q2	$76K	Hold	1,259	–	–	0.01%	312
2019 Q1	$73K	Hold	1,259	–	–	0.01%	324
2018 Q4	$71K	Hold	1,259	–	–	0.01%	315
2018 Q3	$69K	Sell	1,259 -140	-10%	-$7.92K	0.01%	321
2018 Q2	$79K	Buy	+1,399	New	+$74.9K	0.01%	298

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sargent Bickham Lagudis's EVRG Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Evergy (EVRG) position steady in Q4 2022 at 1,199 shares worth $75.5K. The position accounts for 0.01% of the portfolio, ranked #374.

Sargent Bickham Lagudis first reported a position in EVRG in Q2 2018 and has held it in 19 quarters since. The position peaked at $84K in Q3 2019. 684 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

Sargent Bickham Lagudis held 1,199 shares of Evergy worth $75.5K as of Q4 2022.
Sargent Bickham Lagudis left its Evergy share count unchanged in Q4 2022.
Evergy made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #374 holding.
Sargent Bickham Lagudis first reported a position in Evergy in Q2 2018 and has held it in 19 quarters since.
Sargent Bickham Lagudis's Evergy position peaked at $84K in Q3 2019.
684 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.