Seven Eight Capital’s Evergy EVRG Stock Holding History

Seven Eight Capital’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 Q4	–	Sell	-17,000	Closed	-$1.06M	–	532
2021 Q3	$1.06M	Sell	17,000 -6,300	-27%	-$413K	0.1%	290
2021 Q2	$1.41M	Buy	+23,300	New	+$1.46M	0.2%	173
2020 Q4	–	Sell	-11,000	Closed	-$559K	–	475
2020 Q3	$559K	Buy	11,000 +4,900	+80%	+$274K	0.12%	318
2020 Q2	$362K	Sell	6,100 -600	-9%	-$35.5K	0.26%	140
2020 Q1	$369K	Sell	6,700 -82,631	-92%	-$5.43M	0.09%	269
2019 Q4	$5.82M	Buy	+89,331	New	+$5.7M	0.31%	89
2019 Q2	–	Sell	-90,600	Closed	-$5.26M	–	630
2019 Q1	$5.26M	Buy	90,600 +38,500	+74%	+$2.19M	0.28%	113
2018 Q4	$2.96M	Sell	52,100 -85,100	-62%	-$4.91M	0.17%	171
2018 Q3	$7.54M	Buy	+137,200	New	+$7.76M	0.46%	56

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

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MAM

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

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

Seven Eight Capital's EVRG Position: Q4 2021 in Review

Seven Eight Capital sold out of Evergy (EVRG) in Q4 2021, closing a stake of 17,000 shares — an estimated $1.06M sold.

Seven Eight Capital first reported a position in EVRG in Q3 2018 and held it in 9 quarters. The position peaked at $7.54M in Q3 2018. 631 funds tracked by Wall St. Rank hold EVRG as of Q4 2021.

Seven Eight Capital reported no remaining Evergy position as of Q4 2021 after selling out during the quarter.
Seven Eight Capital sold 17,000 Evergy shares in Q4 2021, an estimated $1.06M.
Seven Eight Capital first reported a position in Evergy in Q3 2018 and held it in 9 quarters.
Seven Eight Capital's Evergy position peaked at $7.54M in Q3 2018.
631 funds tracked by Wall St. Rank held Evergy as of Q4 2021.

Based on Seven Eight Capital's 13F filing for Q4 2021, filed 14 Feb 2022.