SAM
EVRG icon

Silvercrest Asset Management’s Evergy EVRG Stock Holding History

Silvercrest Asset 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
2024
Q1 		– Sell
-124,432
Closed -$6.5M – 895
2023
Q4 		$6.5M Hold
124,432
– – 0.05% 330
2023
Q3 		$6.31M Hold
124,432
– – 0.05% 310
2023
Q2 		$7.27M Buy
124,432
+632
+0.5% +$38.2K 0.05% 300
2023
Q1 		$7.57M Hold
123,800
– – 0.06% 273
2022
Q4 		$7.79M Hold
123,800
– – 0.06% 262
2022
Q3 		$7.35M Hold
123,800
– – 0.06% 266
2022
Q2 		$8.08M Sell
123,800
-18
-0% -$1.22K 0.06% 257
2022
Q1 		$8.46M Buy
+123,818
New +$7.99M 0.06% 284

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Silvercrest Asset Management's EVRG Position: Q1 2024 in Review

Silvercrest Asset Management sold out of Evergy (EVRG) in Q1 2024, closing a stake of 124,432 shares — an estimated $6.5M sold.

Silvercrest Asset Management first reported a position in EVRG in Q1 2022 and held it in 8 quarters. The position peaked at $8.46M in Q1 2022. 693 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • Silvercrest Asset Management reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
  • Silvercrest Asset Management sold 124,432 Evergy shares in Q1 2024, an estimated $6.5M.
  • Silvercrest Asset Management first reported a position in Evergy in Q1 2022 and held it in 8 quarters.
  • Silvercrest Asset Management's Evergy position peaked at $8.46M in Q1 2022.
  • 693 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Silvercrest Asset Management's 13F filing for Q1 2024, filed 15 May 2024.