Simplicity Solutions’s Evergy EVRG Stock Holding History

Simplicity Solutions’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
2023 Q4	$522K	Buy	9,997 +553	+6%	+$27.8K	0.01%	651
2023 Q3	$479K	Sell	9,444 -912	-9%	-$51.8K	0.02%	610
2023 Q2	$605K	Sell	10,356 -2,693	-21%	-$163K	0.02%	609
2023 Q1	$798K	Buy	13,049 +265	+2%	+$16.1K	0.02%	542
2022 Q4	$805K	Sell	12,784 -1,696	-12%	-$102K	0.11%	238
2022 Q3	$861K	Buy	14,480 +9,006	+165%	+$606K	0.12%	200
2022 Q2	$357K	Buy	5,474 +1,691	+45%	+$115K	0.05%	388
2022 Q1	$259K	Buy	+3,783	New	+$244K	0.03%	515
2021 Q3	–	Sell	-5,727	Closed	-$346K	–	593
2021 Q2	$346K	Buy	5,727 +742	+15%	+$46.4K	0.07%	332
2021 Q1	$297K	Buy	+4,985	New	+$276K	0.07%	336
2019 Q2	–	Sell	-4,104	Closed	-$238K	–	711
2019 Q1	$238K	Sell	4,104 -800	-16%	-$45.5K	0.01%	625
2018 Q4	$279K	Buy	+4,904	New	+$283K	0.04%	468

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simplicity Solutions's EVRG Position: Q4 2023 in Review

Simplicity Solutions increased its Evergy (EVRG) stake by 5.9% in Q4 2023, buying an estimated $27.8K and bringing the position to 9,997 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #651.

Simplicity Solutions first reported a position in EVRG in Q4 2018 and has held it in 12 quarters since. The position peaked at $861K in Q3 2022. 704 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

Simplicity Solutions held 9,997 shares of Evergy worth $522K as of Q4 2023.
Simplicity Solutions bought 553 Evergy shares in Q4 2023, an estimated $27.8K.
Evergy made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #651 holding.
Simplicity Solutions first reported a position in Evergy in Q4 2018 and has held it in 12 quarters since.
Simplicity Solutions's Evergy position peaked at $861K in Q3 2022.
704 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.